JPM Private Bank hires new MD
She has been appointed managing director and team lead, based in the Hong Kong office.
Executive Moves
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Bison Hires BNY Mellon Wealth Management Principal
Bison Wealth has expanded its New York presence with the addition of James McTiernan
Barclays hires investment head for Swiss private bank
Mathias Gonzalez joins following stints at Pictet, JP Morgan, Goldman Sachs and Merrill Lynch.
Jan Weissbrodt becomes Head of Financial Markets & Regulation at the SBVg
Jan Weissbrodt started his career as a tax advisor at Wedding & Partner Steuerberatungs- und Wirtschaftsprüfungsgesellschaft mbH in Frankfurt am Main before moving to Credit Suisse in 2010.
Quilter Cheviot hires Colin Rowe as new head of advice
He will oversee Quilter Cheviot’s UK-based financial planning team and work closely with other executive committee members to support the firm’s multi-channel distribution strategy.
Investec W&I’s charities head to leave at end of 2024
Nicola Toyer, who ran the firm’s £3.3bn charity division, becomes the latest significant figure to exit.
Wealth boutique hires Richard Penny from Lansdowne Partners
The deal, which includes the transfer of three funds, marks the exit of another highly-regarded former Crux manager.
Amundi Announces the Appointment of Florian Neto as Head of Investment, Asia
In his new role, he will oversee Amundi’s investment activities across the region, excluding Japan.
Asian Private Banking Heavyweight Joins CBH
She will also lead the Asia regional committee.
Franklin Templeton hires global COO for wealth alternatives
George Stephan’s responsibilities will include overseeing product innovation in alternative investments.
Ninety One hires from Muzinich for intermediary head
Andrea Ng joins as head of Southeast Asia adviser business, following John Cappetta's departure in September.
Franklin Templeton names new Global COO for Wealth Management
He will collaborate with the company's distribution leaders worldwide to enhance the distribution strategy and support advisor education for alternative investments in the private wealth sector.