UBS
Tom Naratil has decided to step down from his current roles as co-president of global wealth management and president of UBS Americas, effective 3 October 2022.
He has spent 39 years at the wealth management giant.
Iqbal Khan will become sole president of global wealth management, effective 3 October.
He has served alongside Naratil as co-president since 2019.
Also, Naureen Hassan will join UBS from the Federal Reserve Bank of New York and will succeed Naratil as president of UBS Americas and chief executive of UBS Americas.
Axa Investment Managers
Laurent Clavel has been promoted to global head of multi-asset, effective 1 September 2022.
He is currently Head of Axa IM’s quant lab.
Clavel will take over from Serge Pizem, who will pursue new professional challenges outside Axa IM.
Lombard Odier
The private banking group has named Vincent Magnenat as global head of strategic alliances for its private client operation.
He is currently limited partner and chief executive of Asia at Lombard Odier.
In other news, Francis Liu will join Lombard Odier as chief executive of private clients Asia.
In this capacity, he will also be chief executive of Singapore. Liu joins from UBS Wealth Management in Hong Kong.
Indosuez Wealth Management
Bonaventura Canino has been appointed chief executive of the wealth manager’s Italian operation.
He succeeds Marco Migliore who will continue his career at Indosuez, having successfully completed his mandate in Italy.
Credit Suisse Asset Management
The asset manager has named Jamie Lewin as head of investment process and oversight.
He joins Credit Suisse from BNY Mellon in New York, where he has held various leadership positions over the past 14 years, most recently as head of investor solutions.
Value Partners Group
The asset manager has named Vincent Ching as head of intermediaries for Asia Pacific.
Ching was previously the group’s head of Hong Kong for retail distribution, a position he has held since 2019.
He will replace Wallace Tsang, who has decided to step back from his current responsibilities due to family reasons.
Edmond de Rothschild Asset Management
The firm has made two hires to its equity team to strengthen its investment capacities.
Alexis Bossard joins the equity team as a portfolio manager and analyst.
Prior to joining Edmond de Rothschild Asset Management, he worked for seven years at Crédit Mutuel CIC Asset Management.
Guillaume Laconi also joins the equity team as a portfolio manager and analyst.
Prior to joining Edmond de Rothschild Asset Management, he worked for 10 years at CA Indosuez Gestion.
EdenTree Investment Management
The specialist responsible and sustainable asset manager has hired three regional sales directors to its wholesale and FIG distribution team.
James Tomlinson and Tom Culhane both join from BMO Global Asset Management, while Louise Slade joins from Investec.
Also, Matthew Parlour joins EdenTree as responsible and sustainable specialist from Invesco Perpetual.
Liontrust
Claude Ewen has joined the fund manager as international sales director to expand the asset manager’s distribution in Europe with a focus on Germany and Austria.
Ewen spent seven years at Columbia Threadneedle and prior to that was senior sales manager at Fidelity Worldwide Investment.
Kingswood
The advice group has hired Jessica McGuigan as a wealth planner based at the firm’s Abingdon office.
She has over seven years’ experience in the financial services industry, having most recently been personal wealth adviser at Schroders Personal Wealth.
GBST
The fintech firm has hired Stacey Kelly as chief financial officer and promoted Marie Maky to chief people officer (CPO).
Kelly’s most recent role was as the chief financial officer of Mainstream Group.
Maky joined GBST as senior HR business partner in August 2020.
Phoenix Group
The UK long-term savings and retirement business has recruited Tim Fassam as public affairs director, effective 30 August 2022.
Fassam joins from Pimfa, the trade association for financial advisors and wealth managers, where he was director of government relations and policy.
