global wealth management sector sees significant leadership changes in August 2024

The wealth management sector is undergoing changes, with firms actively seeking to improve their leadership teams and operational capabilities. These changes reflect a broader trend of strategic growth and adaptation in the financial landscape.

Executive Appointments and Strategic Shifts

August has witnessed several executive appointments and strategic shifts in the global wealth management industry. These developments highlight the ongoing evolution in financial services.

NEBA Private Clients Strengthens Leadership Team

NEBA Private Clients has named Ben Stubberfield, Ciprian Bratu, and Craig Penketh as partners, signaling a commitment to enhancing client service and expertise. This move reflects their dedication to meeting growing client demands.

Equiom Enhances Operational Capabilities

Equiom has made significant strides by appointing Sarah Cobden as head of corporate services and Vanessa Blanchet as executive director of corporate services. This strategic move aims to strengthen their corporate services team and meet the increasing demands of their clients.

Nuvama Private Launches Operations in Dubai

Nuvama Private, the private banking arm of India's Nuvama Group, has appointed Vishwajit Patil as the senior executive officer for their newly launched operations in the Dubai International Financial Centre. This expansion reflects their commitment to serving clients in the Middle East.

Berner Kantonalbank Expands Private Banking Unit

Berner Kantonalbank has expanded its private banking unit by adding a team led by former Credit Suisse bankers Markus Mühlheim and Michael Honegger. This strategic move aims to leverage the expertise of seasoned professionals to enhance client offerings.

Titan Wealth Appoints Group Chief Investment Officer

Titan Wealth has appointed Ian Wood as group chief investment officer, entrusting him with critical investment decisions at Titan Investment Solutions. This appointment reflects their confidence in Wood's abilities and expertise.

Stonehage Fleming Appoints Group Head of HR

Stonehage Fleming has appointed Jayne Franks as group head of HR, succeeding Carol Mote. Franks will play a crucial role in managing the human resources function of the organization.

abrdn Adviser Creates New Role

abrdn Adviser has created a new role for chief distribution officer and appointed Verona Kenny to the position. This strategic move aims to enhance their distribution capabilities and drive growth.

Eastspring Investments Appoints Regional Head of Intermediary Sales

Eastspring Investments has appointed Dominic Wong as regional head of intermediary sales, based in Hong Kong. Wong will be responsible for driving sales and expanding their intermediary network in the Asia-Pacific region.

Lighthouse Canton Appoints Managing Director of Wealth Advisory

Lighthouse Canton has appointed Stella Lau as managing director of wealth advisory. Lau will lead the wealth advisory team and provide strategic guidance to their clients.

Phoenix Property Investors Appoints Managing Director and Head of South Korea

Phoenix Property Investors has appointed Kwanghyun (Tommy) Kim as managing director and head of South Korea. Kim will oversee their operations in South Korea and drive business growth in the region.

Emirates NBD Names Wealth Management Head in Singapore

Emirates NBD has named Sameer Deshpande as its wealth management head in Singapore. Deshpande will be responsible for leading their wealth management operations and serving clients in Singapore.

Julius Baer Appoints Team Head for Global Non-Resident Indians Business

Julius Baer has appointed Ashwin Jayaram as team head for its global non-resident Indians business in Singapore. Jayaram will lead the team and cater to the wealth management needs of non-resident Indian clients.

Vontobel Appoints Head of Intermediary Clients in Asia

Vontobel has appointed Clarabelle Ho as head of intermediary clients in Asia. Ho will be responsible for managing and expanding their intermediary client relationships in the Asian market.

Canaccord Genuity Wealth Management Welcomes Investment Director

Canaccord Genuity Wealth Management has welcomed Paul Fielding as an investment director in its Birmingham team. Fielding will contribute his expertise to the investment strategies and offerings of the firm.

BIL Suisse Appoints Head of Geneva Branch

BIL Suisse has appointed Lionel Pilloud as the new head of its Geneva branch. Pilloud will oversee the operations of the branch and ensure the delivery of excellent client service.

Ascot Lloyd Appoints CEO

Ascot Lloyd has appointed Francis Jackson as CEO. Jackson will lead the organization and drive its strategic growth and development.

Capital Union Bank Middle East Appoints CEO

Capital Union Bank Middle East has appointed Peter Albinsson as CEO. Albinsson will provide leadership and steer the bank towards achieving its goals in the Middle East market.

Vistra Designates Group Chief Financial Officer

Vistra has designated Andrew Cherry as group chief financial officer. Cherry will be responsible for overseeing the financial operations and strategies of the organization.

Evelyn Partners Expands Business Development Team

Evelyn Partners has added Ben Sims and Joe Sheehan to its business development team. Sims and Sheehan will contribute to the growth and expansion of the organization.

Quilter Investors Appoints Manager Research Analyst

Quilter Investors has appointed Alex Daniels as a manager research analyst. Daniels will play a crucial role in conducting research and analysis to support investment decision-making.

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