Executive Moves Archives - Page 606 of 922

Goldman China Wealth Venture Replaces Planned Head

April 19, 2022

Yin will ostensibly replace Gu Jiangang, who was the originally planned head of the joint venture that is 51 percent owned by Goldman Sachs Asset Management, with the remaining 49 percent held by ICBC’s wealth unit.

Executive Moves

Credit Suisse China Venture CEO Steps Down

April 19, 2022

Janice Hu is the overall CEO for Credit Suisse in China, assuming the role in July of last year.

Executive Moves

Third Financial poised for further growth with important hire

April 18, 2022

Third Financial is now one of the largest independent regulated technology firms offering Investment Platform services to Wealth Managers, Financial Advisers and Family Offices.

Executive Moves

Mark Adams Named Regional Director at J.P. Morgan Wealth Management

April 18, 2022

Mark was previously a Regional Director in Banking at JPMorgan Chase. He earned a bachelor’s degree from Clemson University and an MBA from Georgia State.

Executive Moves

Snowden Lane Partners Adds New Advisor Team

April 18, 2022

Led by Industry Veteran, Andrew W. Heitner, The Heitner Group Joins Snowden Lane

Executive Moves

JTC Bolsters Private Client Team

April 18, 2022

Sean will play a key role in supporting JTC’s multijurisdictional portfolio of private clients and families

Executive Moves

Ex-SGKB fund manager joins Schwyzer cantonal bank

April 14, 2022

Robert Wenk will take on the role of senior research analyst.

Executive Moves

UBS names new manager for embattled Asia fund

April 14, 2022

Raymond Lin Gui will join UBS' asset management arm in Hong Kong

Executive Moves

IQ-EQ Hires Chief Commercial Officer for Asia

April 13, 2022

He has over 25 years of experience in financial services

Executive Moves

Wealthspire Advisors Names Nine New Managing Directors

April 13, 2022

Heather Flanagan – Flanagan serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust and estate services.

Executive Moves

Macquarie Asset Management makes senior infrastructure appointment

April 13, 2022

Macquarie Asset Management manages 39 infrastructure and real assets businesses in the EMEA region, representing more than £53 billion of assets under management.

Executive Moves

UBS LatAm advisor joins Vontobel wealth biz

April 13, 2022

He began his career in finance with ABA Capital Markets in Venezuela

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