Our Q2 report provides the latest updates on COVID-19 impacts and other key trends in wealth management.

1875 Finance

EMEA
Alain Held, Pictet Wealth Management, Executive Vice President, Head of Central & Eastern Europe, Zurich, has joined as Managing Director in Zurich

Adam & Co

EMEA
Andy Hall, Barclays Wealth, Director, Glasgow, has joined as Director, Financial Planning, in Glasgow

Alvarium

EMEA
Nancy Curtain, Close Brothers, Chief Investment Officer & Head of Investments, London, has joined as Partner, Group CIO and Head of Investment Advisory, London

Bank Am Bellevue 

EMEA
Christian Zenker, Head of Client Relationships, Zurich, has left to join investment management firm Corecam as a Partner in Zurich

Bank of America

AMERICAS
Daniel Rodriguez, Financial Advisor, Jacksonville (FL), has left to join Snowden Lane Partners

Bank of East Asia

APAC
Henry Pang, Head of Wealth Management Division, Hong Kong, is leaving

Bank of Singapore

GLOBAL
Lim Leong Guan, 
UBS, Asia-Pacific Head of Wealth Planning and Singapore Head of Investment Products and Services, has joined as Global Head of Products replacing Marc van de Walle who left to Standard Chartered

 

EMEA
Amir Anwar, 
Executive Director, Head of FX Advisory, Dubai, has left

 

APAC
Dennis Hong, 
OCBC Securities Private, Managing Director & Executive Board Member, Singapore, has moved across to Bank of Singapore as Managing Director, Market Head Greater China & North Asia, Singapore.
Patrick Saurini, Managing Director, Global Families and Private Investment Offices, Singapore, has left to join SMBC Private Wealth in Singapore

Banque Internationale 
À Luxembourg

EMEA
Eric Benischke, 
Managing Director, Head of Russia & CIS, Luxembourg, has left

 

APAC
Hanzhi Ding, Huatai International, Chief Strategist, Head of Business Development and Head of Investment Research, Hong Kong, is joining as CEO Hong Kong, succeeding Betty Tsui who is moving to a Vice Chairman role


For a complete list of key movements in over 100 wealth management and private banking institutions across EMEA, Asia Pacific and Americas, please get in touch with Rahul Sen or Giovanni Donati.​


*DISCLAIMER: The above information is collected from both official and unofficial sources to provide our contacts with timely updates. Although we strive to check each data point, updates could contain a slight margin of error.

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