abrdn Appoints APAC Head of Institutional Clients
Based in Hong Kong, Tang will report to APAC chief executive Rene Buehlmann.
Executive Moves
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J.P. MAM head of Australia funds departs
Head of the funds business for Australia and New Zealand David Hallifax will pursue other opportunities, the asset manager confirmed.
Rothschild & Co continues UK growth
Alison will work closely with Rothschild & Co’s Global Advisory business, established in Leeds for more than 25 years.
Far-sighted succession planning at the top of Swisscom
The IT business in Switzerland has also grown strongly under his leadership, and we have expanded into areas such as cloud and security.
J.P. Morgan Asset Management’s local head of funds exits
The business is replacing Hallifax’s role with a new one titled head of wholesale, Australia and New Zealand.
Morningstar Launches Wealth Management Solutions Group
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
LatAm wealth shop poaches rival director for Mexico biz
Inexco caters to affluent and high-net-worth clients, as well as financial intermediaries and their clients.
Neuberger Berman hires client portfolio manager from Franklin Templeton
"With portfolio managers now located in Japan, China and more in Europe, along with advances to our global research, data science and ESG capabilities, we are building on our long history of equity management."
Former Goldman Sachs VP Joins $1B Wealth Management Firm
Joins as Managing Director, Investment Advisor & Wealth Planner to Lead the new Newport Beach, CA Office
Former XP wealth manager joins BTG Pactual
She previously spent more than two years at BTG Pactual, initially as a senior private banker and relationship manager for the firm based in São Paulo.
HSBC USA appoints four to board
When we set out to appoint new members to our Boards, we were focused on finding experienced individuals who would bring diverse views and perspectives
Credit Suisse Loses Team Serving Wealthy Saudis
The team, who is joining the German lender from Credit Suisse, will work for Deutsche Bank's offshore desk in Geneva.