People Moves

Summary Of Global Executive Moves In Wealth Management - December 2012

9 January 2013

Summary Of Global Executive Moves In Wealth Management - December 2012

Tokaeva was latterly executive director/head of UBS Global Asset Management Russia and executive director of UBS Wealth Management’s Russian representative office, having held a number of other management roles during her twelve-year tenure with the Swiss banking giant. She reports to Elena Shilina, head of private banking and advisor to one of the deputy chairmen of the management board of Sberbank.

Middle East

Swiss private bank Lombard Odier appointed Patrick Crowley, a former ABN AMRO manager, as senior vice president in the firm’s new markets group, as part of expansion into the Gulf Co-Operation Council region.

With a 22-year career across the world, Crowley was previously at ABN AMRO Private Bank Jersey, where he was country executive. In his new role, he is based in Dubai at Lombard Odier’s representative office. 

UK

Barclays appointed Keshav Khanna as a private banker to its high net worth team in London. Khanna joined Barclays from Merrill Lynch, where he worked as a private banker with ultra-high net worth individuals, giving investment advice on a range of asset classes.

Invesco Perpetual’s chief investment officer Nick Mustoe now runs the firm’s Global Equity Income Fund, following the recent departure of Paul Boyne and Doug McGraw.

Bloomsbury Wealth, the London-based wealth management boutique, appointed Charles Wood as a wealth planning manager to add to its advisor team. Wood was latterly a director at Caroline Banks & Associates, the London-based financial advisory firm, where he worked for 15 years.

Kleinwort Benson named Nick Bennett as head of its private wealth management business in Guernsey. Bennett was latterly executive director and head of credit and banking in the Channel Islands for Schroders Private Banking. Before his 13-year tenure at Schroders he worked for Lloyds TSB. Kleinwort Benson appointed former Goldman Sachs senior manager Lucy Gazmararian as head of investment advisory. At Goldman Sachs, Gazmararian was an executive director of a global team.

The wealth and investment management division of Barclays added private banker Michael Egan to its Manchester office as part of its growth plans for the north-western region. Egan joined from IM Asset Management, a division of Irwin Mitchell Solicitors, where he had specialised Court of Protection and Personal Injury Trust investments.

Deutsche Bank appointed Sir Richard Lambert as a senior independent advisor.

He gives guidance on developments in financial markets that impact the bank’s clients and advises Deutsche on how best to adapt to regulatory change. He also advises on Deutsche’s Corporate Citizenship UK programme, which works with more than 70 charities. Sir Richard, who spent much of his career at the Financial Times, is a former director general of the Confederation of British Industry.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes