03/27/2020
McCarthy Denning adds private client specialist
This includes developing, and advising clients on the use of, innovative trust structures, as well as on compliance and disclosure-related matters.
Executive Moves
03/27/2020
Zurich WM poaches Credit Suisse and UBS veterans for Asia branch
We allow dedicated and veteran teams like Rachel and Urs to continue doing what they do best, acting in the best interest for clients with a truly independent approach.’
03/27/2020
Marcuard Heritage announces Senior Appointments
These hires follow the addition of Vincent Wee, Senior Banker at the beginning of February 2020.
03/27/2020
Wealth manager appoints new head of advice
Howell's appointment wraps up a month of significant change at ClearView.
03/27/2020
We’ve created a new Financing and Securities Services unit
It will also further enhance the synergy between Financial Markets and Transaction Banking within our Corporate, Commercial & Institutional Banking business, to ensure we are fully equipped, relevant, and best-placed to service our clients.”
03/27/2020
Citigroup’s head of South Asia Private Bank steps down
Jyrki Rauhio is leaving the firm at the end of March to pursue other opportunities
03/27/2020
Former Link Fund Solutions operations lead in new role
Calastone chief executive Julien Hammerson recently provided a business update in light of COVID-19, saying that the company had moved to remote working from March 16.
03/26/2020
Challenger general manager jumps to boutique
He joins former Challenger colleague, Vito D'Introno, who left as Challenger's head of retail sales late last year to join Yarra as its first chief commercial officer.
03/26/2020
Experienced finance lawyer joins Ogier's Hong Kong office
Erica most recently worked as a senior associate at Allen & Overy in Hong Kong and has extensive experience in complex cross-border banking transactions.
03/26/2020
Pinnacle distribution director takes new role
Prior to this, he worked for seven years with Eaton Vance Investment Management, including heading its European institutional business, and separately, Australia and New Zealand.
03/26/2020
Asset manager picks investment research, pooled fund management heads
A global asset manager has appointed its head of investment product research and assurance alongside its new leader for pooled fund management.
03/26/2020
Franklin Templeton marketing head joins asset manager
A boutique asset manager has nabbed a former Franklin Templeton head of marketing to fill its newly created position of head of marketing and product.
03/25/2020
Pictet AM plucks from GSAM for China role
The sales-side appointment coincides with the debut of a multi-asset fund targeting mainland investors through the MRF.
03/25/2020
EFG Nets Ex-Hong Kong Head of IAMs from UBS
Chou has nearly two decades of wealth management experience at UBS where she was most recently its Hong Kong hub head for global financial intermediary markets which covers the IAM segment.
03/25/2020
InvestCloud Appoints Balthazar to Lead Singapore Expansion
FinTech firm appoints Taryn Balthazar to lead presence in Singapore as demand for digital wealth management solutions increases across APAC
03/25/2020
Barclays Appoints New Vice Chairman of Greater China Banking
Both of these appointments are a clear demonstration of our continued focus and commitment to invest for growth in the region.
03/25/2020
Australian Unity investment boss to lead Mercer
"David has substantial experience leading multiple lines of business and has a strong track record of building highly successful and diverse leadership teams to execute on new strategies," Bryant said.
03/25/2020
ANZ announces expansion of Family Office Unit
A spokesperson for ANZ reportedly has said “They join the well-established family office team that has been operating within ANZ Private Bank for a number of years.”
03/25/2020
MyState CEO to stay on after resigning
“Melos knows our business very well and his ongoing leadership will ensure we get through this challenging period as a strong bank, focused on our customers and our communities,”
03/24/2020
InvestCloud Appoints Balthazar to Lead Singapore Expansion
FinTech firm appoints Taryn Balthazar to lead presence in Singapore as demand for digital wealth management solutions increases across APAC