Charles Stanley appoints senior research duo
Abbas Owainati joins the firm from a £47bn pension scheme, while Amish Patel has been poached from wealth rival Quintet.
Executive Moves
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Sionic Expands Asset and Wealth Management Expertise
New Partner Richard Dodds Enhances Sionic’s Asset Management Footprint
Edmond de Rothschild appoints chief sustainability officer
Previously at Natixis IM, Nathalie Wallace has more than 20 years’ experience in climate and social finance.
Evelyn Partners continues expansion of Bristol financial planning team with three experienced hires
Bronwen Lancaster joins the team as a Partner, Joy Wisniewski as an Associate Director of Financial Planning and Chris Iles as a Financial Planner.
Pictet adds PM to Agora fund amid steep assets decline
Frederico Lupi joins to work alongside fellow co-head Clément Mauve, who became part of the Agora team in 2020.
Amundi Appoints New Global Head of ETF
He began his career in 1999 in Jakarta at Crédit Agricole Indosuez in debt restructuring and export financing activities.
Amundi New Appointments
He will lead Amundi’s operations in North & South Asia as well as our joint ventures in mainland China.
HSBC Global Private Banking Expands Team with Addition of NRI Banker
The newly recruited Manish Vyas, an experienced professional in the wealth management domain, will be operating out of Hong Kong.
BNP appoints Martin Loh as China's wealth management head
Prior to joining BNP Paribas, he held senior posts at Credit Suisse and various roles at UBS, Citibank, Sumitomo Bank Corporate Finance, and DBS Corporate Banking early in his career.
Nicole Doppler becomes a partner at ZWEI Wealth
With over 25 years of experience in the financial industry, Nicole Doppler brings broad and comprehensive specialist knowledge.
PGIM Investments names new Swiss country head
Rochus Appert, who worked in Columbia Threadneedle, will grow the regional footprint of PGIM by deepening its relationship with private banks, wealth managers, fund of funds and other intermediaries.
Oppenheimer appoints trio of London MDs
Chris Malcolm to head technology team at European subsidiary of American investment bank and wealth manager