<blockquote>Welcome to the latest edition of our "Top Ten Popular People Moves" article series, where we delve into the dynamic world of Wealth & Asset Management during the month of July 2023. In this months spotlight, we explore the captivating landscape of this sector, showcasing the most noteworthy individuals who have been making waves across various sub-sectors. From the strategic minds guiding Fund Management to the innovative strategists in Hedge Funds, Private Equity visionaries, Public Fund leaders, and the trailblazers in Wealth Management, these movers and shakers have been shaping the industrys trajectory. Join us as we uncover the impactful transitions, appointments, and changes that have kept the industry buzzing throughout the past month..</blockquote><div> </div><div> </div><h1>1. EFG International AG Strengthens Asia Team for Growth</h1><blockquote>EFG International AG has revamped its Asia Pacific management, appointing new market heads to drive regional growth. Oliver Balmelli becomes the market group head for independent asset managers and international private banking, Timothy Lo for ultra high net worth clients, Jessica Ng for Hong Kong, and Yu Jin Tay for Southeast Asia. Immediate effectiveness to boost EFGs regional growth strategy.</blockquote><div> </div><h1>2. UBS Appoints LH Koh as Head of Asia-Pacific Family Office</h1><blockquote>UBS has named LH Koh as the exclusive Head of the Global Family Office Unit for Asia-Pacific, in an internal restructuring. Koh, previously Co-Head of Global Family and Institutional Wealth, brings a decade-long tenure at UBS and extensive leadership in family office business. Meanwhile, Tommy Leung departs after 20 years.</blockquote><div> </div><h1>3. HSBC Strengthens Middle East Presence with Key Hires</h1><blockquote>HSBC is enhancing its Middle East wealth business by recruiting Patrick DAmic, a former Credit Suisse Strategic Client Partner, and Aladdin Hangari, ex-CEO of Credit Suisse Qatar. The strategic moves demonstrate HSBCs commitment to expanding its Middle East presence and enhancing wealth management capabilities, positioning the bank for continued success in the region.</blockquote><div> </div><h1>4. Dymon Asia Capital Expands Team and Funds Globally</h1><blockquote>Singapores Dymon Asia Capital bolsters its team by recruiting 24 portfolio managers, including former Goldman Sachs MD Jaewon Yu, ahead of a $1 billion fund raise. With $4 billion assets managed, the hedge fund plans a Mumbai office launch to complement its Singapore, Hong Kong, and Tokyo locations. Deputy CEO Kenneth Kan targets 2024 fund raising completion, ramping up efforts internationally from September, including trips to the US, UK, and Japan.</blockquote><div> </div><h1>5. BlackRock Appoints Mandy Lui as Head of Greater China Wealth</h1><blockquote>BlackRock, the worlds largest asset manager, has selected Mandy Lui as the Head of Greater China Wealth. With over two decades of financial services expertise, Mandy will lead BlackRocks expanding wealth operations in the region, overseeing mutual funds, private wealth, and institutional services. This appointment aligns with BlackRocks strategic focus on strengthening its presence in Greater China.</blockquote><div> </div><h1>6. Scotiabank Appoints Jacqui Allard as Group Head of Wealth Management</h1><blockquote>Scotiabank has announced the appointment of Jacqui Allard as Deputy Head of Global Wealth Management, effective from September 1, 2023. She will later assume the position of Group Head on January 1, 2024. Previously at RBC, Jacqui held executive roles, overseeing areas like wealth management solutions, client experience, and strategy. Her extensive experience spans globally across various financial institutions.</blockquote><div> </div><h1>7. Newton Investment Management Appoints Ella Hoxha as Head of Fixed Income</h1><blockquote>Newton Investment Management, a part of BNY Mellon IM, has chosen Ella Hoxha as the new Head of Fixed Income, succeeding Paul Brain. Brain will transition to the role of Deputy CIO of the multi-asset team, retaining portfolio management duties. Hoxha, previously at Pictet Asset Management, will enhance Newtons fixed income offerings, collaborating with the team.</blockquote><div> </div><h1>8. Warburg Pincus Appoints Jeffrey Perlman: Future CEO Successor</h1><blockquote>Private-equity firm Warburg Pincus has named Jeffrey Perlman as president, positioning him to succeed CEO Chip Kaye. Perlman, currently heading Warburgs Southeast Asia and Asia real estate division, will move from Singapore to New York. He will take over from Timothy Geithner, while Geithner becomes chairman. Perlmans selection is based on his investment expertise, global outlook, and alignment with the firms values, ensuring a gradual transition in leadership.</blockquote><div> </div><h1>9. HSBC Swiss Private Bank Strengthens Team for EMEA and Asia Growth</h1><blockquote>HSBCs Swiss private bank is enhancing its team with strategic hires, focusing on the EMEA and Asia regions, including northern Europe and Saudi Arabia. The banks Swiss private banking sector, now HSBCs largest European booking center with $153 billion in assets, has seen substantial growth. Noteworthy appointments include Juan Antonio Roche, head of distribution, and Esty Dwek, head of investment counselors. These moves align with HSBCs aim to expand in Switzerland and bolster its global private banking presence. The bank also leverages its Asian presence to bridge regions, appointing Neil De Sousa and Klara Chan for key roles. Further additions to the team underscore HSBCs commitment to seamless client access to international markets.</blockquote><div> </div><h1>10. Partners Group Appoints Toby Mannock as Managing Director for Australian Private Equity</h1><blockquote>Partners Group, a prominent global private markets investment manager, has named Toby Mannock as Managing Director and Head of Private Equity Australia. In this new role, effective from July 24, Toby brings his extensive background in corporate advisory, institutional finance, and military service to the firm. With experience at ANZ, Renaissance Capital, and British Armys Parachute Regiment, Tobys expertise strengthens Partners Groups capabilities. The firms strategy includes pursuing 1-2 direct private equity investments annually in Australia and New Zealand, under Tobys leadership from Sydney.</blockquote>

BlackRock

Dymon Asia Capital

HSBC

Newton Investment Management

Partners Group

Warburg Pincus

HSBC Private Banking

Scotiabank

EFG International

HSBC Global Banking and Markets

Partners Real Estate

TALNT Insights

Top 10 Popular People Moves in the Wealth & Asset Management Sector - July 2023

<div> </div><blockquote>In the fast-paced world of banking, the month of June 2023 witnessed significant developments and notable personnel changes across various sub-sectors. From mergers and acquisitions to equity and debt capital markets, structured finance to corporate banking, the industry experienced a whirlwind of activity. In this article, we will explore the top ten popular people moves that made waves in the banking sector during June 2023. </blockquote><div> </div><div> </div><h1>1. UBS Appoints Michael Ebert as Head of Americas Investment Bank</h1><blockquote>UBS, a global financial powerhouse, has announced the appointment of Michael Ebert as the new head of its Americas Investment Bank division. With this strategic personnel move, UBS aims to strengthen its presence and enhance its operations in the American market. As a seasoned industry professional, Ebert brings a wealth of experience and expertise to his new role. His leadership is expected to drive growth, foster innovation, and deliver exceptional financial services to clients across the Americas. UBS continues to solidify its position as a leading player in the investment banking sector with this significant appointment.... (Read More)</blockquote><div> </div><h1>2. Asif Khan, Global Head of CLOs, Joins Natixis: Industry Experiences Noteworthy Transition</h1><blockquote>Asif Khan, the highly regarded Global Head of CLOs at MUFG, has left the bank to embark on a new chapter at Natixis. With a successful tenure as the Managing Director of Securitized Products at MUFG, Asifs departure signifies a notable industry shift. Natixis gains a seasoned professional with a wealth of experience and strategic insights, setting the stage for a promising future... (Read More)</blockquote><div> </div><h1>3. Mizuho Bolsters Team with Credit Suisse and Deutsche Bank Talent</h1><blockquote>Mizuho, a leading financial institution, strengthens its ranks by hiring Wayne Powless, former Head of Investment Grade Credit Sales at Credit Suisse, and Brian Connors, an accomplished Investment Grade Credit Trader with a tenure at Credit Suisse and most recently at Deutsche Bank. The strategic recruitment reflects Mizuhos commitment to enhancing its expertise in the field and further solidifying its position in the market... (Read More)</blockquote><div> </div><h1>4. Affin Group Appoints Nurjesmi Mohd Nashir as CEO of Affin Hwang Investment Bank</h1><blockquote>Affin Group has announced the appointment of Nurjesmi Mohd Nashir as the new CEO of Affin Hwang Investment Bank Bhd, starting from June 1, 2023. With over 20 years of experience in the banking industry and capital markets, Nurjesmi previously held the position of executive director and head of global corporate bank at JP Morgan Chase Bank Bhd... (Read More)</blockquote><div> </div><h1>5. Barclays Appoints Gulru Atak and Elise Fairbairn for Key Leadership Roles</h1><blockquote>Barclays strengthens its team with the addition of Gulru Atak as Transaction Banking Head of Europe and Elise Fairbairn as Global Head of Liquidity. Elise brings her extensive 30-year career in Institutional Banking, previously serving as Head of Transaction Banking Solutions at Commonwealth Bank of Australia (CBA), where she led specialist sales, client consulting, and data analytics across domestic and international markets... (Read More)</blockquote><div> </div><h1>6. Credit Suisses Southeast Asia Head Joins Jefferies Financial Group in Talent Exodus</h1><blockquote>Rehan Anwer, Southeast Asias investment banking and capital markets head at Credit Suisse, is leaving the Swiss lender to join Jefferies Financial Group. This move reflects a trend of rival banks poaching talent from Credit Suisse, marking a significant shift in the industry. Anwer has resigned from Credit Suisse and is set to make the transition to Jefferies, although plans are subject to change. Both firms have yet to release official statements regarding the departure... (Read More)</blockquote><div> </div><h1>7. Lincoln International Strengthens Tokyo Office with Seasoned Managing Director</h1><blockquote>Lincoln International, a prominent investment banking firm, bolsters its Tokyo office with the addition of Kensuke Nakatsuka as managing director. With over 20 years of M&A experience at Citigroup Global Markets Japan, Nakatsuka will support Tetsuya Fujii, the CEO of Japan, as deputy, marking a significant move in the industry... (Read More)</blockquote><div> </div><h1>8. Credit Suisse AG Appoints Simon Grimwood as New CFO</h1><blockquote>Credit Suisse AG has named Simon Grimwood as its Chief Financial Officer (CFO). Simon, who joined the company in 2016 as the Global Head of Tax, brings extensive experience in tax and finance change. This appointment reflects Credit Suisses commitment to strengthening its financial leadership team... (Read More)</blockquote><div> </div><h1>9. UBS Appoints Mihir Doshi as Head of Operations in India</h1><blockquote>UBS Group AG, a global financial services leader, appoints Mihir Doshi, former CEO of Credit Suisses India unit, as the head of its Indian operations. Doshis extensive experience and expertise in the financial industry make him the ideal leader to drive UBSs growth in Indias dynamic and rapidly expanding market. This move demonstrates UBSs dedication to expanding its presence and seizing opportunities in the Indian market... (Read More)</blockquote><div> </div><h1>10. Barclays Appoints Yuri Shakhmin as Managing Director in Global Industrials Group</h1><blockquote>Barclays strengthens its Investment Banking division by appointing Yuri Shakhmin as Managing Director in the Global Industrials Group, supporting the banks expansion in the UK and Continental Europe... (Read More)</blockquote><div> </div><div> </div>

Credit Suisse

Mizuho Financial Group

Natixis

Lincoln International

Mizuho Americas

Natixis Corporate & Investment Banking

Barclays

Top 10 Popular People Moves in the Banking Sector: June 2023

<blockquote>Welcome to <strong>TALNT</strong>, where we bring you the latest updates on the movers and shakers in the world of Wealth & Asset Management. In this article, we delve into the top ten most notable people moves in the industry for the month of June 2023. As the financial landscape continues to evolve, these individuals have made significant transitions and appointments within key sub-sectors of Wealth & Asset Management, including Fund Management, Hedge Funds, Private Equity, Public Funds, and Wealth Management. Join us as we explore the fascinating career advancements and strategic shifts that have taken place, shaping the future of this dynamic industry. From influential leaders to rising stars, these moves reflect the ongoing transformation and growth in the Wealth & Asset Management sector.</blockquote><div> </div><div> </div><h1>1. Yves-Alain Sommerhalder: A Respected Asset Management Executive Shaping the Banking Industry</h1><blockquote>Discover the impactful career of Yves-Alain Sommerhalder, a prominent asset management executive who transitioned from Credit Suisse to UBS, joining a distinguished team shaping the future of personnel and business units in the banking industry... (Read More)</blockquote><div> </div><h1>2. Tobias Vogel appointed CEO of UBS Europe, succeeding Christine Novakovic</h1><blockquote>Tobias Vogel, former head of investment banking and asset management in Germany, will assume the position of CEO at UBS Europe starting July. This move marks Christine Novakovics departure from the role as she transitions to a more prominent role in wealth management. Vogels extensive experience in the banks German business makes him a suitable successor to lead the Frankfurt-based institution, which serves as UBSs hub for its European operations... (Read More)</blockquote><div> </div><h1>3. Eleanor Lam Joins Deutsche Bank as Managing Director for Southeast Asia</h1><blockquote>Deutsche Bank International Private Bank has hired Eleanor Lam, a senior client partner from Credit Suisse, as the managing director and market head for southeast Asia. With over 24 years of banking experience, Lam will be based in Singapore and will report to Johanes Oeni, the head of the German lenders international private bank. Her appointment is effective from 20 June, marking a significant addition to Deutsche Banks leadership team in the region... (Read More)</blockquote><div> </div><h1>4. Former CFO of Global Payments Joins TTV Capital to Support Entrepreneurs</h1><blockquote>Paul Todd, former CFO of Atlanta-based Global Payments, has joined TTV Capital as a venture partner. With his expertise, he will mentor founders of portfolio companies and advise on investment decisions, supporting early-stage financial technology startups... (Read More)</blockquote><div> </div><h1>5. Manulife Investment Management Appoints Colin Purdie as Chief Investment Officer, Public Markets</h1><blockquote>Manulife Investment Management announces the appointment of Colin Purdie as the new Chief Investment Officer, Public Markets, succeeding Christopher P. Conkey, who will retire at the end of 2024 after 13 years with the firm and over 40 years in asset management... (Read More)</blockquote><div> </div><h1>6. Hamilton Lane Appoints Scott Thomas as Head of Private Wealth, Australia</h1><blockquote>Hamilton Lane (Nasdaq: HLNE) has appointed Scott Thomas as Head of Private Wealth, Australia, to cater to the growing demand of high-net-worth investors (HNWIs) in the region. This strategic move reinforces Hamilton Lanes position as a leading private markets investment management firm... (Read More)</blockquote><div> </div><h1>7. Oaktree Capital Management Announces Leadership Transition and Expansion Plans</h1><blockquote>Oaktree Capital Management, a leading American asset management firm, is undergoing a significant leadership transition as two executives are appointed as co-chief executive officers. Robert OLeary and Armen Panossian will share the CEO role, while current CEO Jay Wintrob steps down. The company also promotes Todd Molz to the position of chief operating officer. This reshuffling coincides with Oaktrees plans for expansion, including raising $10 billion for a new fund to finance large private equity takeovers. As an independent business within the Brookfield universe since Brookfield Asset Management acquired a majority stake in 2019, Oaktree currently manages approximately $172 billion in assets... (Read More)</blockquote><div> </div><h1>8. TSG Consumer Partners Appoints David Ligon as Managing Director, Capital Markets</h1><blockquote>TSG Consumer Partners, a leading private equity firm, announces the appointment of David Ligon as the new Managing Director, Capital Markets. With an extensive banking background spanning nearly four decades, Mr. Ligon will oversee TSGs Capital Markets division, driving the development and implementation of customized solutions for partner companies, both existing and new... (Read More)</blockquote><div> </div><h1>9. Chiba Capital Financial Group Appoints Seth Atkinson as Head of Analytical Research</h1><blockquote>Chiba Capital Financial Group has appointed Mr. Seth Atkinson as the Head of Analytical Research, recognizing his exceptional work and dedication. In his role as Director of Investment Research, he will lead a team of analysts in conducting comprehensive research and analysis of equities, bonds, and precious metals, offering valuable insights for investment decisions and maximizing returns for clients... (Read More)</blockquote><div> </div><h1>10. Julius Baer Expands Southeast Asia Coverage with Hiring of Former UBS Private Banker</h1><blockquote>Julius Baer, the Zurich-based wealth management firm, strengthens its presence in Southeast Asia by recruiting Stacy Wong, a former UBS private banker specializing in Indonesia. Wong assumes the position of team head for Southeast Asia, reporting to Yang Vi Sun, the group head of Southeast Asia at Julius Baer. This strategic move enhances the firms capabilities and demonstrates its commitment to serving the growing Indonesian market and expanding its reach in the region... (Read More)</blockquote><div> </div><div> </div><div> </div><div><br></div><div><br></div>

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Top 10 Popular People Moves in the Wealth & Asset Management Sector - July 2023

Top 10 Popular People Moves in the Banking Sector: June 2023

Top 10 Popular People Moves in the Wealth & Asset Management Sector - June 2023

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