St James’s Place names Mark Fitzpatrick as new CEO
Fitzpatrick succeeds Andrew Croft who has been with the firm since 1993, serving in the top job since 2018
Executive Moves
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Hamilton Lane Announces CEO Succession, Further Leadership Evolution
They succeed Mario Giannini, who, after 22 years as Hamilton Lane’s CEO, will join Hartley Rogers as Executive Co-Chairman. Rogers has served as Chairman of the Board since 2005.
HSBC Appoints New APAC Private Banking Head
Previously, he also held senior roles at Citigroup.
Top 50 IAM appoints new CIO
Copernicus Wealth Management appoints Tatjana Xenia Puhan as its new CIO.
Fisch AM promotes multi-asset solutions chief to CEO
Zurich-based investment firm has announced the succession plan, which will kick in later this year.
Belasko appoints new Associate Director in Guernsey
He will utilise his 18 years of experience in the private wealth sector and oversee the Guernsey fiduciary team and drive growth initiatives within the business.
BNP Paribas Asset Management hires ETF sales specialist for Switzerland
At BNPP AM he will focus on developing the company’s ETF and index fund client base in the German-speaking area of Switzerland and providing clients with specialist expertise in sustainable ETFs and index investment solutions.
Quilter Cheviot appoints new fund research analyst
These hires take the size of the Quilter Cheviot research team to 22, one of the largest in the industry.
Citi Appoints TTS Duo in Asia
Citi’s TTS unit is focused on banking businesses with a platform that includes payments, liquidity, financing, trade and cash management capabilities.
Cambridge Associates Bolsters Singapore Team Amid Growing Family Office Market
This included entities like pension and endowment funds, collectively managing assets worth approximately $20 billion.
Credit Suisse COO Departs for New Opportunity
The acquisition of Credit Suisse by UBS in March was a strategic move devised by the Swiss government
Goldman Sachs asset and wealth management executive to retire, as others join firm
Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.