Abrdn
The asset management giant has appointed Peter Branner as chief investment officer, effective 1 May 2023.
He joins from APG Asset Management, where he was chief investment officer.
LGT Wealth Management
The UK wealth manager has promoted five staff members to partner.
They are:
- James Arumainayagam, investment manager – joined in 2014;
- Douglas Monro, investment manager – been at firm since inception;
- Andrew Vacha, investment manager – been at firm since inception;
- Hannah Modlock, business development director – joined in 2015; and
- Mick O’Mara, head of custody services – joined 2017.
Deutsche Bank
The banking giant has named Johanes Oeni as a managing director and head of the international private bank in south east Asia.
Based in Singapore, Oeni will join Deutsche Bank in April 2023 from Credit Suisse, where he led the wealth management business in Indonesia and Malaysia.
Credit Suisse
The bank has promoted Claude Harbonn as market group head for Malaysia and Indonesia, according to an internal memo seen by our sister publication Fund Selector Asia.
Harbonn was most recently the co-head of advisory and sales for Apac at Credit Suisse.
Following Harbonn’s appointment, Credit Suisse has also promoted team leader for Indonesia Heinz Puth as the market group head for Indonesia and he will report to Harbonn.
Puth first joined Credit Suisse in 1986 before leaving the Swiss bank for Julius Baer in 2006. He has held several senior position at Julius Baer including the deputy head of southeast Asia before re-joining Credit Suisse in 2018.
Moreover, Sascha Banz will become the sole head of advisory and sales for Apac and continue to be based in Hong Kong.
Hargreaves Lansdown
The investment firm has appointed chief information and security officer.
Segun joins Hargreaves Lansdown from Sainsburys Bank, where he was chief information security officer.
Rothschild & Co
The financial services giant has named Oren Shapira, Noah Gordon and Rotem Grinfeld as client advisers in its wealth management arm in Israel.
Shapira joins from UBS, where he was most recently a team leader. Gordon previously worked at Discount Bank for 17 years.
Grinfeld has vast experience in managing wealthy clients’ capital at Credit Suisse –and Bank Hapoalim.
Elsewhere, the firm has named Thomas Bamert as head of wealth and pension planning Switzerland.
This comes after the firm entered into a strategic partnership with pension consulting firm PensExpert, which provides pension solutions tailored to the wealth management and private banking industry.
Bamert most recently worked for Bank Julius Baer as a wealth planning adviser.
Church House Investments
The investment manager has appointed Cranley Macfarlane as a client director.
Macfarlane joins after a two-and-a-half-year stint as a fund manager at Tellsons Investors. Prior to that, he was an investment manager at JM Finn for nine years, during which time he focused on private clients.
Indigo Financial Analysis & Consultancy
The UAE advice firm has named Neil Stewart as director.
Stewart was previously senior partner and financial planner at Finsbury Associates.
Alpadis Group
The private wealth services provider has named Bruno Sidler as managing director of its Zurich office.
This is following the retirement of Ewald Scherrer.
Sidler was previously at Vistra, where he was an executive director and partner.
Scherrer will continue his journey with Alpadis Group as non-executive director of Alpadis Trust (Switzerland) going forward.
AllianceBernstein (AB)
The investment manager has recruited Tom Laker as UK retail sales manager.
He will be responsible for developing client relationships in London and the Channel Islands reporting to Lee Matthews, head of UK wholesale.
Most recently, Laker was at GAM, where he was client manager.
Indosuez Wealth Management
The global wealth management brand of Crédit Agricole group has hired Diana Hong, as executive director and team head of north Asia and Elina Yan, executive director of north Asia.
Prior to Indosuez, Hong was at Taipei Fubon Bank as senior vice president and team head of private banking.
Before joining Indosuez, Yan was executive director for the China market at Bank J Safra Sarasin.
Navigation Wealth Management
The Yorkshire-based financial advice firm has appointed Paul Greveson as adviser and business development executive.
He was senior acquisitions consultant at broker IFA Acquisitions.
Praxis
The global private wealth services provider has made a series of promotions.
Jo Abbott has been named client services director in Jersey.
Some seven Channel Islands professionals have moved up to associate director level including Jodie Travers, Samantha Le Brun and Tom Zierer in Guernsey, Alistair Cann and Samantha Godwin in Jersey, and Emma Sanford and Hilary Arthur for HR and investments, respectively.
Other senior promotions include Craig Platt and Lucy Janes to senior trust managers, and Francesca Moullin to senior manager of new business in Guernsey. In Jersey, Jonathan Aldrich-Blake was made senior investment analyst, while Richard Sheppard and Suzanne Dolman were both promoted to senior trust managers.
AJ Bell
The investment firm has hired James Flintoft as fund manager.
He joins AJ Bell from Vertem Asset Management where he was head of investments.
True Bearing
The UK advice group has hired Steve Cook as an independent financial planner, and Ian Bailey as legal intermediary.
Cook was an IFA at Apogee Wealth Management, while Bailey was estate planning consultant at the Willwriting Partnership.
Stephenson Harwood
The law firm has strengthened its global private wealth practice with the addition of Beatrice Puoti.
She joins as a partner based in the firm’s London office from Burges Salmon, where she was a partner and head of the firm’s private wealth sector.
Pimfa
The trade association for wealth management, investment services and the personal investment and financial advice industry has hired Andrew Shepherd and Helen O’Neill to its board of directors.
Shepherd is Brooks Macdonald chief executive, while O’Neill is chief operating officer of Tatton Asset Management.
