Managers of Wealth

BOS Appoints Greater China Market Head

Based in Hong Kong, she reports to Rickie Chan, head of private banking, Greater China and chief executive, Hong Kong branch.

SJP hires Adam Higgs to help drive growth in protection

In his new role at SJP, Higgs will help raise the profile of protection within the wider business and support the planning of SJP advisers.

Prosperity Asset Management Strengthens Team with Key Hires

Insurance-Focused Asset Manager Welcomes Matthew Petre as Head of Business Development and Cassandra Becker as Chief Compliance Officer and Senior Counsel

Financial Advisor James Kosan joins UBS in the Inland Empire

Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.

Credit Suisse EAM team head becomes MD at fixed income manager

Gemma Tomas held various senior roles in private banking and investment banking at Credit Suisse.

Carmignac appoints new directors

These new directors strengthen the firm’s board, already comprising

Oberon Investments Group plc Directorate changes

Adam joined Oberon in November 2021 as COO of Capital and Head of Change

Evelyn Partners strengthens cyber security practice with senior Manchester-based appointment

He joins Evelyn Partners’ professional services business from Deloitte where he was a Partner and led the firm’s UK cyber digital transformation practice.

Bank of Singapore Strengthens ASEAN Presence with Claire Boey as Malaysia Team Head

This strategic hire strengthens Bank of Singapore's position in Malaysia, emphasizing the bank’s commitment to enhancing its presence in the ASEAN wealth management space.

Natixis IM Adds Fixed Income Head in Singapore

Based in Singapore, he reports to Dora Seow, CEO of Natixis IM Singapore.

EFG further strengthens its Regional Asia Advisory Board with appointment of Dr. Urs Buchmann and Ashish Gumashta

With their deep knowledge of the Asia Pacific and Global South Asia markets, Dr. Urs Buchmann and Ashish Gumashta will provide crucial guidance to help shape the bank's sustainable and profitable growth strategy in this key strategic region.

Titan Wealth hires business development director from LGIM

Giles Whittingham will focus on clients in the north of England region

BNP Paribas Asset Management appoints new Head of Italy

She will succeed Marco Barbaro following his planned retirement at the end of May 2025.

Citi Adds Former J.P. Morgan Markets Leaders in Asia

In his new role, Goyal will collaborate closely with Citi’s rates business and lead distribution efforts for financial institution clients.

Ex-Credit Suisse Communications Exec Becomes Partner

Gerster brings over 20 years of corporate communications experience.

Berenberg hires new head of cooperation partner business

Marcel Rindfleisch previously worked at ODDO BHF SE as Senior Product Specialist Multi-Asset Solutions in Private Wealth Management.

Eric Sturdza appoints ex-Robeco Switzerland CEO as business development chief

Pierre-Olivier Pourcelot assumed his new role this September.

EFG AM recruits Swiss equities chief from Credit Suisse AM

Damian Burkhardt joined the asset manager in October.

Berenberg brings in senior client advisor from Pimco

Since 2016, he has looked after institutional clients in Switzerland and led a team of more than 20 relationship managers and analysts.

Macquarie AM reshuffles real assets team

The asset manager said folding natural resources, listed infrastructure and real estate into a single business will strengthen the investment team and help drive success across the platform.

Executive Moves