Hints and tips:
...Kaplan and colleagues Robert Harris and Tim Jenkinson were then handed a hoard of private equity fund performance data from consultants Burgiss....
...Instead, she spent more than 20 years as a McKinsey consultant, before becoming Walmart’s chief sustainability officer....
...Like executives at HSBC, Fraser is drawn to the potential of wealth management....
...A version of this article was first published by Nikkei Asia on October 4. ©2021 Nikkei Inc. All rights reserved....
...In 2020, Grab acquired wealth management start-up Bento and invested in Indonesian state-owned payment company LinkAja....
...Vanguard’s expansion into financial advice “is a material development, no doubt about it”, says Lisa Shalett, chief investment officer for Morgan Stanley Wealth Management....
...He was the third executive to hold the post, taking over last year from Sara Furber, a former Morgan Stanley wealth management executive who had worked in Merrill Lynch’s listings practice....
...Amin Rajan, chief executive of Create-Research consultancy, says Citi has a “powerful brand” in the wealth management sector at a time when the distinction between wealth management and asset management...
...● Christine Schneider and Greg Weissman are two new faces in the consultant relations team at Jennison Associates, the $173bn investment management subsidiary of PGIM....
...● Jeffrey Becker has joined Jennison Associates as chairman and chief executive of the $174bn US active fund manager....
...● Neuberger Berman has hired Richard Gardiner as chief investment officer of its wealth management affiliate Neuberger Berman Trust Company....
...Perhaps the biggest threat to his reputation, however, comes from the lengthy process through which he acquired the wealth that will underpin his position as Samsung’s next leader....
...Paul Lee has joined Northern Trust’s $233bn wealth management group as a senior regional wealth adviser in New York. Mr Lee previously worked at AB Bernstein Private Wealth Management....
...Management, an FT 300 company....
...John Spiers, former chief executive of Bestinvest, has recruited five ex-colleagues for his new wealth management group, EQ Investors....
...Ms Kueh joins from UBS Securities where she was chief executive of wealth management for China....
...Sue Walton, director at consultant Towers Watson Investment Services, agreed, saying: “People go to the extremes....
...● Greg Clerkson has joined the asset management division of the Edmond de Rothschild Group as head of global consultant relations from BlueCrest Capital Management....
...Mr Monaghan joins from S&P were he was associate director of fund research....
...● Jonathan (Johnny) Arthur, a former head of equities at UBS Private Wealth, has joined Hanson Asset Management as head of investment management....
...James Hartnett, a 37-year-old management accountant, says: “I always associate short-sleeve shirts with Homer Simpson....
...● Miton is expanding its sales team with Mark Wright, previously a portfolio manager and investment analyst at AFH Wealth Management, joining as regional sales manager for the Midlands....
...Meanwhile, new funds must amass a three-year record for admittance to many financial advisers’ or consultants’ recommended lists....
...● Jason Fisher has moved to PineBridge Investments as head of consultant relations for the Americas and Europe from JPMorgan Asset Management....
...Unite, which has 42,000 rooms across 23 cities and has been investing in London through a joint venture with Singapore’s sovereign wealth fund, sees further opportunities in the regions....
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