Managers of Wealth

Macquarie Capital appoints Honggui Li as Head of Greater China

Mr Li will be based in Hong Kong and support Macquarie Capital’s existing coverage of the region.

$28B Merrill Lynch Team Leaves For JPMorgan

Based in Los Angeles, Eric Gray and Lance Polverini specialize in ultra-high-net-worth clients.

Sarbjit Nahal Joins Lazard Asset Management

The addition of Mr. Nahal bolsters Lazard’s Global Thematic Equity strategies, which seek to benefit from structural change in industries and companies around the world.

Geneva IAM names head of investment

David Lamarque started at Capital Y this month.

GFC Appointment of New Board Members

The Geneva Financial Center is governed by a Board of 14 directors who represent the many facets of the Geneva and Lake Geneva financial industry.

UBP Nets Ex-BOS Executive as Head of North Asia

She will succeed Ivan Wong in early August following his retirement last week.

Michael Willi becomes senior partner at Dynamics Group

He will join the Dynamics Group office in Basel

Liontrust appoints Natalie Bell as fund manager on UK small and micro-cap funds

Has been part of the Economic Advantage team since 2022

Multi-billion Amundi PM to move to Austrian fund house

Sustainability-focused Jörg Moshuber is leaving Europe’s largest asset manager to join board at Schoellerbank Invest.

Hightower CMO Meghan McCartan Leaves

McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.

Edmond de Rothschild appoints deputy head of economic research

The Geneva-based economist has worked for the private banking group since 2020.

JP Morgan Private Bank hires HSBC veteran for regional push

Anthony Gifford joins after 21 years with HSBC Private Bank to oversee JP Morgan’s Midlands base and follows several high-profile regional hires in recent months.

Julius Baer creates key UK role in quadruple raid on wealth rivals

Stefano Lupi has left to Pictet to take a new post at Julius Baer International, focusing on bringing new products to its UK ultra-high-net-worth clients.

Leo Wealth Adds a Senior Relationship Manager to Its Hong Kong Team

Jelmer has 17 years of experience in financial services, of which 14 years in Private Banking and Wealth Management.

Enhance appoints Senior Investment Consultant

Prior to joining Enhance, he was Managing Director at Hassium Asset Management.

VP Bank Reshuffles Asia Leadership

VP Bank has appointed Pamela Phuaas head of Singapore branch in addition to her existing role as CEO Asia

Quilter hires Fairstone’s chief product officer for tech role

Adam Smith has rejoined Quilter network as a programme director following five years at Fairstone.

$500m Morgan Stanley int’l advisor moves to indie shop Activest

Eduardo Brender caters to clients in the US, Mexico and Venezuela and been with the wirehouse for almost a decade.

CEO of VP Bank Group resigns

Paul Arni will continue to be available as a consultant during this transition phase.

Former Citi banker moves to Morgan Stanley PWM

A former banker who covered the ultra-high-net-worth segment at Citi Private Bank has moved to Morgan Stanley's Greater China team.

Executive Moves