Franklin Templeton converts, PGIM on private markets, Julius Baer commits to Hong Kong, BlackRock’s shareholder revolution, gold buying spree, Fidelity’s crypto, advertising and much more.
Tag: Julius Baer
Julius Baer buys stake in Chinese investment firm
Swiss pure play aims to tap into the country’s growing onshore wealth management market.
The FSA Spy market buzz – 17 June 2022
Fidelity hires, Standard Chartered’s tough funds list, M&G’s Bond Vigilantes, The S&P 500 is flashing red, Hedged funds can perform, Margin calls in crypto, Thoughts on promotion and much more.
Global wealth manager eyes acquisitions
The Swiss-based firm is looking to expand its presence in regions where it already operates.
Julius Baer promotes regional group head
Christine Soong takes charge of Greater China at the Swiss private bank.
FSA People Moves (8 December – 14 December 2021)
Former CS banker returns as wealth CEO; Eastspring hires sustainability head; Mirae appoints Citi veteran; Julius Baer promotes fund specialist; Nuveen gets Greater China property transactions leader.
Hong Kong relationship manager banned for 10 years
The banker “misrepresented” her academic qualifications to former employers Julius Baer and Bank of Singapore.
FSA People Moves (27 October – 2 November 2021)
HSBC AM’s new Apac CEO; Citi PB poaches Malaysia MD; Julius Baer re-hires veteran; Fidelity promotes PB lead; FSI elevates sales executives; M&G adds to distribution team; PGIM Real Estate appoints China head; Ex-Goldman Sachs MD advises Stashaway; Eurizon builds in Asia; New Malaysia head at Nomura AM.
FSA People Moves (11 August – 17 August 2021)
PGIM snaps up GSAM Asia veteran; DBWM boosts Southeast Asia team; RBS GAM adds client coverage; Julius Baer lures UOB banker; CS hires two PBs in Southeast Asia; State Street makes senior appointments; ASI adds to Apac sales team; Fidelity continues sustainable investing build-out.
FSA People Moves (2 June – 8 June 2021)
Amundi’s Hong Kong boss; New roles at State Street; Lombard Odier adds Asia fund manager; Credit Suisse promotion; Bank of Singapore hires; India head at Julius Baer.
