Royal Bank of Canada (RBC)
RBC Brewin Dolphin chief executive Robin Beer has been chosen to lead the bank’s UK wealth management business, RBC Wealth Management International, amid plans to merge the two businesses in the new year.
The UK arm of RBC Wealth acquired Brewin Dolphin earlier in the year, a move that triggered the departure of all but two of Brewin’s board members in August.
However, Beer remained in place as chief executive of the rebranded DFM, and he will take up his position as chief executive of wealth management international in the first half of 2023.
They currently operate as separate entities, but once it has been successfully integrated with RBC Brewin Dolphin, Beer will lead the merged business.
Beer joined Brewin from Barclays Wealth in 2008, and had held several senior roles at the firm by the time he was named chief executive in June 2020.
David Thomas, the outgoing chief executive of RBC Wealth Management International, has been named head of RBC Europe, with the change coming into effect on 1 January 2023.
The Securities and Futures Commission (SFC)
The Hong Kong regulator has named Julia Leung as chief executive for a three-year term, effective 1 January 2023.
Leung, currently the deputy chief executive and an executive director of the intermediaries division of the SFC, will succeed Ashley Alder following his departure from the SFC to the Financial Conduct Authority (FCA) in the UK.
Indosuez Wealth Management
The wealth manager has named Olivier Chatain as head of strategy, legal, and transformation.
Olivier Carcy and Marc-Andre Poirier have also been appointed chief executives for Europe and Switzerland, respectively.
SuMi Trust
The asset manager has appointed Kei Ohashi as director of client services and global business development.
Prior to his current role, he was the associate investment director for product management and distribution at SuMi Trust in Tokyo.
Julius Baer International
Patrick Wilson joins JBI as a senior relationship manager.
He previously spent 16 years at Credit Suisse in London, where he was a managing director.
Ryan Perry joins the wealth firm as a relationship manager
He was formerly at Credit Suisse, where he focused primarily on delivering discretionary portfolio management, advisory solutions and lending services to both high net worth and ultra-high net worth clients.
Portfoliometrix
The discretionary investment manager has hired Dean Swindell to its business development team based in London.
Swindell will be responsible for the firm’s strategic partnerships through the adoption of Portfoliometrix’s technology and investment service offerings.
He joins from Parmenion, where he spent over three years as a regional sales manager.
