Veris Wealth Partners Elevates Chief Advisory Officer, Completes Planned CIO Succession
Jane Swan promoted; Roraj Pradhananga serves as chief investment officer
Executive Moves
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Coller Capital officially names new head of private wealth secondaries
Based in Hong Kong, Pak-Seng Lai will lead the firm’s private wealth secondaries business in Asia Pacific.
Citi PB Hires Ex-UBS Family Office Specialist
Based in Singapore, he reports to Bernie Wai, Citi's Asia head of family office group.
Rothschild & Co hires Simon Marrison as Managing Director and Head of Financial Sponsors, Australia
He joins Rothschild & Co from Citi, where he was Managing Director and led Citi’s financial sponsors business in Australia and New Zealand.
Alexforbes Offshore adds two senior financial planners to wealth team
They are both based in the Jersey office
Wealth.com Bolsters Legal Team With Addition of Kathy Wunderli as Head of Private Wealth
Wunderli will develop wealth.com's estate planning, tax analysis and wealth transfer solutions for ultra-high-net worth families, hand in hand with strategic partners
J.P. Morgan AM Adds HNW Client Advisor in Australia
In the role, she will work closely with private banks and family offices in the country to understand their needs and provide bespoke investment solutions.
LV= appoints new wealth proposition director
Most recently, she was head of platform proposition strategy at M&G Wealth.
BNP Paribas: Laurent David is leaving his position within the BNP Paribas group
He also contributed to the implementation of development plans around Artificial Intelligence that will enable the Group to pursue its strategy in this field.
Knight Frank appoints associate for asset management team
Based in the Newcastle office, Young joins from GFW and has also previously worked at Johnson Tucker and BNP Paribas Real Estate.
Northern Trust Wealth Management Announces Leadership Changes
“These appointments mark an exciting chapter for the business as we accelerate growth and elevate our banking and advisory capabilities to unique market segments
Brooks Macdonald wealth head exits after less than a year
It is understood that Alex Charalambous left Brooks earlier this year.