A roundup of senior moves in the world's wealth management industry.

Peru & Partners, a fund services provider concentrating on the French private equity market, appointed two new departmental heads to strengthen its leadership team. Christophe Pasquier leads the firm’s chief financial officer secondment offering, while Lucie Bouard heads its fund administration practice.

Pasquier has more than 25 years of finance industry experience with particular expertise in group financial management and private equity. Previously, he spent 11 years as CFO of NextStage AM, a management company that specialises in growing French firms through private equity funds. Most recently, Pasquier founded Auxainole Conseil, providing outsourced CFO services to companies and family offices in France. Bouard joined Peru & Partners from a prominent international fund administration and accounting provider, where she was fund manager in the firm’s Paris office and specialised in private equity.

Franklin Templeton appointed Julian Ide to join the leadership team and head EMEA distribution. Ide, who is based in Edinburgh, is staying on as CEO of specialist investment firm, Martin Currie. At Franklin Templeton, he reports to global advisory services head Adam Spector. Educated in law at Cambridge University, Ide joined Martin Currie in 2018 as head of distribution and strategy. Prior roles include CEO of ETF provider Source (sold to Invesco in 2017) and Old Mutual Global Investors. He has also held senior posts at Credit Suisse and ABN AMRO.

AnaCap Financial Partners, a private capital markets firm that holds financial firms, promoted three of its figures to partner level. It elevated Edward Green, Nassim Cherchali and Tassilo Arnhold. 

Green joined AnaCap in 2007 as part of its business services team within private equity, leading operational engagement across various portfolio companies. Cherchali joined the firm in December 2008 as an associate and was subsequently promoted to manager in 2012, director in 2015 and managing director in 2018. 

HSBC Global Asset Management appointed Luther Bryan Carter (Bryan) as head of global emerging markets debt (EMD). Based in London, he runs the global EMD team, investment process and portfolios, reporting to Xavier Baraton, global CIO of fixed income, private debt and alternatives. Carter moved from BNP Paribas Asset Management, where he was lead portfolio manager for EMD. 

Credit Suisse appointed Marcello Chilov as head of international wealth management Brazil. He took over from Marco Abrahão, who stepped down after being in the post since 2018. Chilov has more than 20 years of experience in the Brazilian wealth management market, including more than 11 years with Credit Suisse. 

Adam Brownlee was named executive director and wealth manager for Coutts' Private Office with the remit of growing the ultra-high net worth UK client base and deepening connections with NatWest's parent operations. Brownlee joined from LGT Vestra, the independent wealth business owned by the Princely Family of Liechtenstein, where he was the UK-based senior wealth manager from 2017. He began his career at Barclays Private Clients and also spent several years managing UHNW clients for Credit Suisse and for HSBC Private Bank.

Swiss private banking group Banque SYZ named Adrien Pichoud as chief economist. He reports to head of private banking Luc Filip and moved from the bank’s asset management arm. Pichoud has been with the group since 2010, when he started as a fixed income fund manager. 

Hawksmoor Investment Management appointed former risk and compliance director for Investec, Jess de Alwis as head of compliance. Prior to that she was compliance lead at Brewin Dolphin, where she worked for over 14 years. She succeeded Michael Knight, who retired after six years in the role, but stayed on serving the Hawksmoor board as company secretary. 

Global wealthtech provider Avaloq expanded its UK team by appointing Peter Lamberti as strategic sales director. Based in London, Lamberti is in charge of promoting the firm's on-premise SaaS (software as a service) and BPasS (business process as a service) to wealth managers and private banks. He reports to Barry Frame, Avaloq’s UK sales director and Bruno Kellenberger, group head of global accounts.

Bridget Guerin, an independent non-executive director, gave notice that she intended to resign from Charles Stanley. The brokerage and investment house named Anna Troup as an independent non-executive director. Troup was formerly a head of UK bespoke solutions at Legal and General Investment Management. She sits on the boards of Aberdeen Diversified Income and Growth Trust, MS Amlin Investment Management, The Pension Protection Fund and T Bailey Fund Services.

Crestbridge promoted a raft of its staff across its multi-jurisdictional teams, including a number at senior level. Danielle Cottignies (family office services), Zoe Dewhurst (corporate services) and Emmanuel Capraro (Luxembourg) were made associate directors, whilst Nina Gomes was also made head of learning and development.

Mirabaud Asset Management beefed up marketing efforts adding former marketing chief at Nueberger Berman, Pauline Bush, to head international marketing for the independent Swiss-based group. She is based in London and reports to Mirabaud AM CEO and partner Lionel Aeschlimann. Prior to Neuberger Berman, Bush was head of marketing and brand at Hermes Investment Management, and she has spent two decades in marketing roles at global asset management companies.

Plurimi Group, the international wealth management house, hired a raft of new team members in recent months. It appointed David Witzer as chief operating officer. Prior to this, he was COO, chief risk officer and chief compliance officer at Rogge Global Partners Limited. James Anderson joined Plurimi in November 2019 as director of talent acquisition. He has worked for the past 24 years in executive search within private wealth management. Prior to his career as a headhunter, he was a private banker at Merrill Lynch for 10 years. Martin Ash joined as a partner, based in London, having previously worked at Credit Suisse. He has 15 years’ experience across UK and European resident non-dom markets. Plurimi appointed Nilesh Shah as a partner, reporting to Fahad Khan, London CEO. Shah has more than 20 years’ experience within the wealth management industry as a private banker within the Credit Suisse group, with strong Middle East and African region experience. The firm also hired Oxana Belousova as a partner. Prior to that, she spent five years with Kleinwort Hambros Bank in London as head of Eastern Europe and global segment co-ordinator for Russia and CIS. She has more than 15 years of experience in private banking and wealth management gained with major financial institutions, including Societe Generale and Coutts.

Plurimi’s Dubai business hired Taimur Satti from Julius Baer as a managing director. Taimur Satti has been a senior private banker in the Middle East for over a decade.

VP Bank appointed Patrick Bont as its group chief risk officer, taking over a vacancy created by a number of C-suite changes. Bont was previously head of the banking division at the Financial Market Authority Liechtenstein. Bont held various management positions at the FMA since 2009.

Aberdeen Standard Investments appointed John Bennett as a new addition to its UK distribution division. Based in London, Bennet supports ASI’s investment sales team in bringing the firm’s range of investment strategies to its clients in UK wholesale. He reports to Kristy Barr, UK distribution director. Bennett spent the last six years at BMO Global Asset Management, most recently as head of financial institutions group.

Julius Baer launched a new offering for direct private investments, pitched at its wealthiest clients interested in private equity, private debt, and other unlisted or illiquid assets. The unit is led by former UBS senior figure Giuseppe De Filippo. De Filippo had various roles at UBS, most recently leadership of the direct investments group and the corporate finance group, globally. Prior to this, he worked as an associate principal with McKinsey & Company in Zurich, Singapore, and Shanghai from 1999 to 2006. He holds a master’s degree in physics from the University of Pisa and a PhD in physics from the University of Copenhagen.

Fidelity International appointed Salman Ahmed as global head of macro and strategic asset allocation. Salman joined from Lombard Odier Investment Managers, where he was chief investment strategist and co-chair of the global investment committee. Prior to this, he was head of global macro at EDF and a global economist at Goldman Sachs.

Michael Newton, head of institutional client operations, Crestbridge, moved to Luxembourg to support the firm’s fund services team. Newton has more than 20 years' experience in fund services, and joined Crestbridge in 2017.

GAM Investments appointed Jeremy Roberts as global head of distribution. Roberts reports to Peter Sanderson, group chief executive. Before this, Sanderson worked at BlackRock where he was co-head of EMEA retail sales and head of the UK retail business. He has 20 years of experience in the investment management industry.

Barclays Private Bank added two personnel to its leadership ranks: Effie Datson as global head of family office and Melanie Aimer as global head of client experience. Datson moved to a newly-created role working alongside business and product heads to further define the global family office segment. Banking veteran Datson joined from managing UBP's hedge fund business. The Harvard MBA also held senior positions at Goldman Sachs and Deutsche Bank, and is a founder and former board chair of 100 Women in Finance (formerly 100 Women in Hedge Funds) in EMEA.

Close Brothers Asset Management added two managing directors to bolster high net worth services in the North West. Helen Gerrard and Nick Jackson joined from Rathbones in the North West, where they provided investment management services to the segment. Gerrard began in 1988 as a dealer at the UK firm, before moving to the investment side in 1994. Jackson joined in 2002, specialising in managing portfolios for private clients, trusts, charities and personal pensions.

VP Bank named Thomas von Hohenhau as head of client solutions. This business unit was newly-created under the private bank’s Strategy 2025 programme. 

Von Hohenhau has been chief client officer and CEO Switzerland since 2016 and a member of the global executive committee at deposit solutions, a fintech company for open banking solutions based in Hamburg. In his previous position he was responsible for the global sales strategy and all banking and non-banking partnerships. From 2009 to 2016 he worked for Julius Baer, where he held a number of international management positions, most recently head of international portfolio management. 

Aegon Asset Management promoted Miranda Beacham and added two other members of its responsible investment team. Beacham was appointed as senior responsible investment manager, leading Aegon Asset Management’s Edinburgh-based responsible investment specialists. Beacham has worked at Kames Capital, soon to become Aegon Asset Management, since 1995 and co-founded the UK responsible investment team. 

Retno Kusumaningtyas joined the firm as a senior responsible investment associate, based in The Hague. Kusumaningtyas joins from an Amsterdam-based consultancy firm Profundo Research and Advice. Both Beacham and Kusumaningtyas report to Brunno Maradei, global head of responsible investment. Based in Edinburgh, Georgina Laird also joined the business as a sustainable investment analyst, reporting to Beacham. Laird joined from Uniting Ethical Investors in Australia, where she was ethics and impact manager.

Harneys’ office in the Cayman Islands named Nick Hoffman as managing partner. He replaced Marco Martins, who stepped down from the legal firm after eight years in the role. Hoffman joined Harneys in 2017 as head of litigation, insolvency and restructuring, and practised on the island for almost 10 years.

JP Morgan Asset Management appointed Philip Fok as head of retail distribution in the firm’s Hong Kong intermediary business. He is based in Hong Kong and reports to Elisa Ng, head of China and Hong Kong Funds. Fok is responsible for driving and expanding the firm’s wholesale fund distribution business primarily with retail banks, insurance companies and platforms in Hong Kong. 

Before joining JP Morgan Asset Management, Fok held senior positions in the sales and distribution departments of various asset managers and financial Institutions including E-TRADE, Zurich International Life, Eastspring, Manulife and Robeco. 

Investec Wealth & Investment made four new senior hires for its Belfast office: two new investment directors, Ryan Cornett and Peter Rainey and two new senior investment directors, John Cubitt and Wayne Nickels. They manage discretionary and non-discretionary portfolios for private clients, trusts, pensions and limited companies. All four people joined from Cunningham Coates (Smith & Williamson).

REYL & Cie named Thomas Fontaine, head of the firm’s entrepreneur and family office services business, as partner. He joined other partners François Reyl, Pasha Bakhtiar, Nicolas Duchêne, Christian Fringhian and Lorenzo Rocco di Torrepadula at the bank in Geneva. In a second change, Michael Welti was appointed deputy head of wealth management.

Fontaine, an attorney and PhD in law, has a background in corporate law, project finance and asset structuring. He joined REYL in 2011 as head of the legal and transactions business and also directs family office services for high net worths at the Swiss firm. 

Christine Graeff was named as group head of corporate communications and deputy global head of human resources at Credit Suisse. She joined from the European Central Bank, where she has been director general of communications since 2013.

Schroders Personal Wealth hired the former CEO of Openwork, Mark Duckworth, to be chief executive. He replaced Peter Hetherington, who stepped down after having been in the role for eight months. Duckworth led Openwork’s shift to becoming an independent firm, having detached from Zurich Insurance Group in 2018.

Standard Life Aberdeen’s group chief executive Keith Skeoch stood down from its board after a five-year stint that included UK-listed Standard Life’s purchase of Aberdeen in 2017, one of the major M&A deals in the UK asset management space. He was succeeded by former Citigroup C-suite figure Stephen Bird.

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Asia-Pacific
HSBC Private Banking appointed two senior executives for Asia-Pacific. Jeffrey Yap was named head of investment services and product solutions, Southeast Asia, moving from his role of regional head of fixed income, currencies and commodity, Asia-Pacific. Adam Lau took up a newly-created role as regional head of markets solutions, Asia-Pacific. 

Yap joined HSBC in 2017. Lau was previously regional head of equities and structured products, Asia-Pacific. Lau, who has more than 20 years of financial markets experience, joined HSBC in 2018 from Natixis where he was head of Greater China for equity solutions sales. Prior to that, he worked at Deutsche Bank as head of Greater China for private banking and retail sales, and at JP Morgan. Yap reports to Philip Kunz, head of HSBC Private Banking, Southeast Asia and Abdel Ben Tkhayet and Lau continues to report to Abdel Ben Tkhayet.

Allianz Global Investors brought back Zijian Yang as head of multi-asset for Asia-Pacific. Based in Singapore, he reports to Thomas Zimmerer, global head of multi-asset investments. Zijian Yang had been a portfolio manager in several multi-asset teams with AllianzGI from 2008 to 2017, first working in Frankfurt and later in Hong Kong. His last position was that of a senior vice president for multi-asset solutions at AllianceBernstein in Singapore. 

Another addition to the regional team was Jingjing Chai, who relocated to Hong Kong from New York to take up the role of head of multi-asset for Hong Kong and Taiwan, reporting to Zijian Yang. Jingjing Chai joined AllianzGI in 2012 as a portfolio manager and has managed portfolios in the areas of overlay strategies, risk parity and total/absolute return as part of the multi-asset team in Frankfurt and, for the past two years, in New York.

Citigroup appointed banking veteran Lee Lung Nien as the South Asia chairman of its private banking arm. Lee Lung Nien is based in Singapore. He took up his role of chief executive officer of Citi Malaysia in 2014 and has more than 30 years of experience at Citigroup working in a variety of senior leadership roles across multiple businesses, functional areas, and geographies. Prior to Malaysia, Lee Lung Nien served as the co-head of corporate sales and structuring for markets and securities services, chief operating officer for Singapore and AML business head of Asia-Pacific.

BNP Paribas Asset Management named Steven Billiet as its new Asia-Pacific head. He succeeded Ligia Torres, who retired from the firm and returned to Europe. Billiet joined BNPP AM earlier this year as head of distribution for Asia-Pacific. He retained the regional distribution responsibilities, in addition to his role as head of the region. Based in Hong Kong, he reports to Sandro Pierri, BNPP AM global head of client group, and locally to Eric Raynaud, head of BNP Paribas in Asia-Pacific. 

Recruitment and executive search firm Globalization Partners launched a new Asia-Pacific “revenue team" naming Charles Ferguson to run it. Ferguson was most recently group chief commercial officer for Tricor Group, a business expansion specialist in Asia where he was responsible for designing and executing the global sales, marketing, and product innovation strategy.

The Bank of East Asia (China), a wholly-owned subsidiary of Bank of East Asia, appointed Montgomery Ho Shun-wah as executive director and chief executive. Ho, who was born in Hong Kong, holds a master of business administration degree from the Chinese University of Hong Kong, and is a veteran banker with over 30 years of experience in the banking industry.

Credit Suisse appointed three senior people for its China securities joint venture, Credit Suisse Founder Securities. Tim Tu was named as CEO of the JV; current CEO Minsheng Wang was named as vice chairman of CSFS. In addition, Daniel Qiu took on the role as head of investment banking and capital markets for the joint venture.

DBS in Hong Kong appointed Lo Wing Yiu as head of bancassurance, succeeding Terry Li, who spent the past four years growing DBS’ insurance business in Hong Kong. Prior to DBS, Lo was AIA Group’s head of digital. He was previously head of bancassurance at Standard Chartered Bank. He has also held various senior management positions, including head of insurance development, Asia-Pacific, at HSBC Insurance, and AXA Hong Kong’s head of individual life products and head of strategic and business development, bancassurance and corporate solutions.

VP Bank appointed Patrick Bont as its group chief risk officer and took over a vacancy created by a number of C-suite changes. Bont was head of the banking division at the Financial Market Authority Liechtenstein.

Bont held various management positions at the FMA since 2009. From 2015 he was a member of the executive board and head of the banking division. In this function, he was responsible for the supervision of banks, investment firms, e-money and payment institutions in Liechtenstein. 

Dimensional Fund Advisors appointed Joel Kim as chief executive of the firm’s Asia (excluding Japan) business. Prior to this, Steve Clark, president of Dimensional International, was overseeing the firm’s Asia ex Japan business. Kim is chief executive and a director of Dimensional Fund Advisors Pte, Dimensional’s Singapore subsidiary, and a director of Dimensional Hong Kong Limited. He reports to Steve Clark and relocated from the firm’s London office to Singapore.

The former Credit Suisse senior figure, who left to head up a Julius Baer joint venture in Thailand took on a wider Thailand role at his old bank, which he had re-joined in February this year. Edwin Tan was appointed head of wealth management for Thailand, adding to his role as head of advisory and sales for Thailand. Tan reports functionally to Marcus Slöör, market group head for Thailand and Vietnam, and locally to Prasertsintanah, with a dotted reporting line to Claude Harbonn, head of investment consulting, Singapore. Prior to re-joining Credit Suisse earlier this year, Tan was head of investment advisory and solutions for SCB Julius Baer where he built the foundation of the joint venture for those firms’ Thailand business.

DBS in Hong Kong appointed Peter Tung as head of private banking for Greater China. He took over the reins from Januar Tjandra, who has retired. Tung is responsible for managing and developing DBS' private banking business in Hong Kong, Macau, Mainland China and Taiwan. He hass 26 years’ experience. His background includes more than 17 years with Morgan Stanley Asia Private Wealth Management. 

FTI Consulting, the US-listed international firm, appointed Andrew McCarthy and Anna Bleazard to join its financial crime compliance practice within the forensic and litigation consulting segment in Singapore. McCarthy joined as a senior managing director and leader of the financial crime compliance practice for Singapore and Southeast Asia. Bleazard joined as a managing director. Both join FTI Consulting from Deloitte. 

McCarthy is an expert in anti-money laundering, sanctions, and anti-bribery and corruption compliance. He has delivered complex projects for global and regional financial institutions related to the assessment, design and implementation of financial crime programmes, including customer due diligence and transaction monitoring operating models and controls. Earlier in his career, he was a senior economic advisor at the US Department of Defense, where he specialised in financial intelligence to support counterterrorism, counter-proliferation and counterintelligence activities. Bleazard is a qualified chartered accountant with extensive financial crime and forensic accounting experience. She has planned, led and executed complex fraud, bribery and corruption, anti-money laundering, transaction monitoring, sanctions, and general compliance investigations for both financial services and non-financial services clients across Southeast Asia and Europe.

Hogan Lovells said Charlie Clayton-Payne re-joined the transatlantic firm as a partner in its corporate and finance practice, based in its Singapore office. Clayton-Payne joined from Harneys in Hong Kong but was previously based in Hogan Lovells' Singapore office (until 27 February 2019), working to build its banking team. During his time with Hogan Lovells, he also undertook a year-long secondment at Standard Chartered Bank working with the loan structuring and syndication teams.

RBC Wealth Management named two senior bankers in the region. Ada Chan joined as senior director, reporting to David Tan, executive director and team head, North Asia, and Cheryl Ong has joined as director, reporting to Rohit Bhalla, executive director and team head, Southeast Asia. Chan joined following 13 years with UBS in Hong Kong where she was a senior banker working with clients and prospects from Hong Kong, China, Taiwan and Thailand. Ong has almost 25 years of private banking experience with Standard Chartered, HL Private Bank and most recently CA Indosuez, a subsidiary of Crédit Agricole.

Alternatives asset manager SANNE named Brijesh Patel as global head of corporate services for its Singapore business. The chartered accountant brought two decades of international experience of coordinating delivery teams and global relationships. He joined from State Street in Singapore, where he was VP of relationship management.

SANNE named Catherine Law as head of business development for Asia. Law, who is based in Hong Kong, has worked in the fund services sector for more than two decades. Prior to this, she was at Apex Fund Services, working as head of sales and building business in the alternative funds space in Greater China. She has also worked at Vistra and BNY Mellon

Credit Suisse named Sean Byrne as managing director, market leader, head of Japan International. Byrne has 16 years of private banking experience. Prior to joining Credit Suisse, he was a desk head at UBS where he had worked since 2004. He replaced Max Weber, who left Credit Suisse. Byrne reports to Francois Monnet, head of private banking for North Asia.

PraxisIFM Nerine in Hong Kong appointed Joanna Caen as its new managing director. Caen took over from Melanie Ison who is switched to the firm's business in Guernsey.  Caen, who is from New Zealand, previously worked for international law firm, Herbert Smith Freehills where she was partner and head of private wealth in China. She was admitted as a solicitor and barrister in New Zealand and as a solicitor in Hong Kong in 2016. Caen has 12 years of experience in private banking, private clients, estate planning and trust advisory, and regulatory matters. She is presently vice chair of the Society of Trust and Estate Planning in Hong Kong.

SANNE appointed Sakuya Tajima as head of business development for Japan. He works with country head, Mark Bennett. With more than 36 years of industry experience, Sakuya Tajima joined SANNE after a long stint at State Street in Japan where he took a series of senior client-facing roles.

Principal, the investment firm, named Lesley Lo as managing director, head of institutional sales, North Asia, Principal Global Investors (Hong Kong) to lead its North Asian institutional sales team. 

Prior to this role, Lo led a team at MetLife Investment Management, helping to expand institutional client and consultant relationships and build their asset management business in the Asia ex Japan region. 

Standard Life Aberdeen’s group chief executive Keith Skeoch stood down from its board after a five-year stint that included UK-listed Standard Life’s purchase of Aberdeen in 2017, one of the major M&A deals in the UK asset management space. He was succeeded by former Citigroup C-suite figure Stephen Bird. Bird took on the role as chief-executive designate. 

BNP Paribas Asset Management appointed David Choa as head of Greater China Equities. Based in Hong Kong, Choa reports to Frédéric Surry, deputy head of fundamental active equities. Choa has more than 15 years of financial experience – from consulting, to corporate finance and equity investing, with a focus on China and Asia-Pacific. Prior to BNPP AM, he worked at Fidelity Management & Research (Hong Kong), as an international equity analyst specialising in Asia-Pacific telecommunications. 

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North America
CC Capital Partners appointed Matthew Skurbe as chief financial officer, chief operating officer and senior managing director. Skurbe is responsible for leading all operational, financial and control processes for CC Capital. Prior to this role Skurbe was an MD in finance and the treasurer for Blackstone. He was also the chief operating officer for Blackstone Liquidity Solutions and a member of the firm's valuation committee and enterprise risk committee. Before this, he was the CFO for Merrill Lynch Bank & Trust.

Z Capital Group, a privately held investment firm with about $2.8 billion of assets, appointed Laura Krivec as director in corporate development. Prior to this role, Krivec worked for nearly five years at Cambridge Associates in London, most recently as an associate investment director in the Real Assets Investment Group. 

Argent Trust Company promoted Reid Harrell to chief executive, having previously been chief fiduciary officer and western regional manager for Argent Trust. Based in San Antonio, Harrell reports to Kyle McDonald, CEO of Argent Financial Group. Before joining Argent, Harrell held senior positions at The Trust Company in San Antonio, Texas and served as CEO when Argent acquired the company in 2013. 

Altrinsic Global Advisors, the investment firm, appointed Sara Sikes as head of client experience. The role was a new one at the firm. Sikes will provide strategic direction and oversight to the firm's client service, communications, and marketing efforts. Prior to this, Sikes worked at Greenwich Associates, the global provider of data, analytics, and insights to the financial services industry. 

Argent Trust Company promoted Reid Harrell to chief executive officer. Harrell previously served as the chief fiduciary officer and western regional manager for Argent Trust and is chairman of the trust management committee. Based in San Antonio, he reports to Kyle McDonald, CEO of Argent Financial Group.

Before joining Argent, Harrell held senior positions at The Trust Company in San Antonio, Texas and served as CEO when Argent acquired the company in 2013. Prior to that, he served as a market executive for the wealth management division of BBVA Compass and also worked at Bank of America as private banking market executive for the state of Arizona.

Argent Financial Group promoted Brooks Campany to regional manager of the Oxford, Mississippi, Jackson, Mississippi and Memphis, Tennessee offices. Campany has served as market president of Argent Trust Company’s Oxford office since 2018.

Argent Financial Group partnered with Todd DeKruyter and DK Financial. DeKruyter has worked in the family financial planning industry for more than 10 years. He serves as a family wealth strategist on behalf of Argent’s Family Wealth Services division.

Wells Fargo appointed behavioral finance expert Michael Liersch to the newly-created role of head of advice and growth strategies for private wealth management. He is be based in New York City. Liersch leads a newly-combined team responsible for delivering planning services and growth strategies for clients of Wells Fargo Private Bank and Abbot Downing. Prior to this, Liersch worked as managing director and global head of wealth planning and advice at JP Morgan. Before that, he was head of behavioral finance and goals-based consulting at Bank of America-Merrill Lynch, and was head of behavioral finance at Barclays Wealth, Americas. 

Wealthtech software company Advisor360° made four hires: Meredith Crouse as senior vice president, chief people officer, Doug Wood as senior vice president, customer success and operations, Gilad Sade as vice president, engineering development, and John Considine as vice president, solutions architect.

Prior to joining Advisor360°, Wood served as product director at Lucent Technologies, he was a founding VP at Pirus Networks (acquired by Sun Microsystems) and an SVP/co-GM at EMC Corporation. Prior to joining Advisor360°, Sade had various roles at Hewlett Packard Enterprise, where he was most recently VP of engineering. Before his appointment, Considine was GM of Cloud Infrastructure Services at IBM, chief technology officer at Verizon Terremark, founder and CEO of the enterprise cloud computing startup CloudSwitch, and director of engineering at Sun Microsystems. 

Kilpatrick Townsend & Stockton, the investment house, appointed Michael J Cochran as a partner, based in Atlanta, Georgia. Cochran is a member of the firm's corporate department and co-chair of its private equity team. Prior to this, Cochran was at Dentons, where he previously served as chair of the US corporate practice. 

Arsenal Capital Partners, the private equity firm investing in specialty industrials and healthcare companies, made a number of senior appointments.

Aaron Wolfe joined as an investment partner. Wolfe had been at Sun Capital Partners, where he most recently served as an MD and head of Sun Capital Partners' New York office. 

John DiGiovanni, who joined the firm's healthcare team in 2018, was promoted from principal to investment partner; he serves on the boards of two Arsenal healthcare companies, Accumen and Hopebridge.

Dr John Mattison, who has been functioning as an Arsenal senior advisor, joined the firm's healthcare team as an operating partner and chief medical information officer. Previously, Dr Mattison was chief medical information officer for the Southern California Region of Kaiser Permanente, in which capacity he helped support the growth of one of the nation's leading integrated healthcare institutions.

Seventy2 Capital Wealth Management, based in the Washington DC and Baltimore area, appointed Andrew Hahn, CFP® as a vice president and financial advisor.

Tolleson Wealth Management promoted one of its senior figures, Royce Ramey, to the newly-minted role of chief experience officer. It’s a post from which he oversees how clients’ interactions with the business are kept at a high level. Ramey sits on the firm’s governing CEO Council. Prior to joining Tolleson Wealth Management in 2010, Ramey provided family office services to ultra-high net worth families at GenSpring Family Offices in the Phoenix, Arizona area. 

HarbourVest Partners, the global private markets asset manager, appointed Rob MacGoey as the chief financial officer for its management company. MacGoey, works with Karin Lagerlund, current CFO, who concentrates on client and fund accounting, treasury and capital markets. MacGoey was previously chief accounting officer and controller at Apollo Global Management.

RBC Wealth Management – US named Lauri Droster to the role of St Paul complex director. Prior to this, Droster was branch director of RBC Wealth Management’s Madison, Wisconsin branch. She began her career in the securities industry in 1986.

Pascal Financial, the wealth management technology firm, appointed Howard Atkinson as chief business officer. Atkinson reports to Frances Zomer, chief executive of Pascal. Pascal launched an artificial intelligence-driven platform, using insight drawn from behavioral finance, in the first quarter of this year. 

Russ Morrison was named global chief investment officer at Aegon Asset Management in charge of managing its €170 billion ($188 billion) fixed income investment platform and a team of 140 globally.

Morrison moved from Barings (formerly Babson Capital), where he spent 17 years in a number of roles, including president and head of fixed income, equities and multi-asset. Before that, he worked in the fixed income divisions at First Union Bank, Ernst & Young and North Carolina National Bank.

K2 Intelligence Financial Integrity Network appointed the former head of Argentina’s Financial Intelligence Unit, Mariano Federici as a vice president in the firm’s Washington DC office. Federici is a global expert on anti-money laundering and counter-terrorist financing, and has worked in government, international institutions and the private sector for more than 25 years. 

Baird, the US wealth management house, added Philip M Stathos as director and financial advisor to its Portland, Maine, team. Stathos has 24 years of experience.

Before Baird, Stathos was a partner with Mayflower Advisors, a team within Wells Fargo. He earned a bachelor’s degree from Bowdoin College and an MBA from Olin Graduate School of Business at Babson College. Before Mayflower Advisors, Stathos held senior positions with Wells Fargo, AG Edwards, Fidelity Investments and others. 

Raymond James welcomed former Merrill Lynch financial advisors Eric Hobin, Jiles Robinson, Kristen Ragusin, Antonio Sordillo and Jason Whittier to its employee advisor channel – in Burlington and Boston, Massachusetts. The advisors previously worked at Merrill Lynch’s Burlington office. The offices at Raymond James are in RJA’s Southern New England Complex led by Bill Drew. Sordillo, Hobin, Robinson and Whittier previously managed $375 million in client assets and now operate as Evergreen Financial Partners of Raymond James. Joining them are senior registered client service associate Eryn Whittier and registered client service associate Josh Franklin.

Alex Brown, a division of Raymond James, brought in advisors Marina Tudela, Idalia Daguin and Gabriela Aguilar in Miami, Florida. Tudela, Daguin and Aguilar joined from UBS, where they previously managed $280 million in client assets. The team, comprised solely of women advisors, joins Alex. Brown’s Miami office, which is managed by Eric Termini.

Raymond James brought financial advisor Craig Weis to Raymond James & Associates, its employee advisor channel – in Roseville, California. Weis joined from UBS, where he previously managed approximately $130 million in client assets. He serves as the branch manager for RJA’s new Roseville, California, office and is joined by senior client associate Jennifer Goldsby. Weis has been in the financial services industry for more than 26 years, beginning his career as a financial advisor in Sacramento, California in 1994. In 2000, Weis joined Morgan Stanley and in 2005 began managing the company’s Roseville office, where he spent 10 years. In 2013, he joined UBS Wealth Management in Roseville as the branch manager. 

Raymond James welcomed financial advisor Sid Grant to its independent advisor channel. Grant, who joined from Wells Fargo Advisors, where he managed more than $230 million in client assets, manages the new RJFS Abilene branch in Texas. He has been in the financial services industry for 26 years. 

Cresset Asset Management announced that Barbara Young, senior managing director, had been appointed as co-head of family office services, serving alongside Bill Rudnick, senior partner, general counsel and head of Family Office Services. Young was previously chief executive, chief investment officer, and founding principal of Cypress Wealth Advisors, which Cresset bought in the spring of 2019. Prior to that, she was the founding president and chief executive of Springcreek Corporation, a wealth advisory firm that provided full family office services to high net worth families.

Z Capital Group, the global firm operating private equity and credit businesses, named Shahid Khoja as a director and member of Z Capital Credit Partners' investment team. Khoja is responsible for research and analysis on existing and prospective performing and distressed investments.

Prior to joining ZCG, Khoja spent seven years at Garrison Investment Group, a multi-strategy credit-oriented firm, where he most recently served as a director and senior credit analyst on the corporate credit investment team. Khoja served as an associate at Bank of America Merrill Lynch in the corporate debt products group. He has a BA in economics from Bowdoin College. 

Arabella Advisors, the US organization guiding major philanthropists and impact investors, named Vince L'Erario as its first-ever chief information officer. L’Erario worked at a number of similar-sized organizations for more than 14 years.

Franklin Templeton appointed Adam Spector as executive vice president, head of global distribution, overseeing global retail and institutional distribution, including marketing and product strategy. Spector reports to president and chief executive Jenny Johnson.  

Oakbrook Solutions appointed Chris Martinez as product management director of its new LAVAwm workflow optimization and automation practice. This added to his existing role of leading the firm’s family office practice. 

Based in Chicago, Martinez has more than 25 years’ experience in the wealth management industry from prior C-level roles with The PrivateBank & Trust Co, Wilmington Trust, and Bingham Legg Advisers. He holds an MBA from the Kellogg School of Management at Northwestern University, he earned a bachelor’s degree in computer science from the University of Southern California, is a Certified Financial Planner professional, and a member of the Financial Planning Association.

BNY Mellon Wealth Management named Barry McKenzie as market president in Naples, Florida. McKenzie, manages product and service delivery for the Naples region, and has direct responsibility for wealth managers, client strategists, and support staff. He reports to southeast regional president, Kent Moegerle. Prior to this, McKenzie worked at Northern Trust where he was senior vice president and senior personal investment portfolio manager. Prevoiusly, he was a founder and managing partner of Harbour Capital Advisors; chief investment officer for a private family office, managing a diversified portfolio of publicly traded securities, alternative investments, and direct private investments; and SVP and portfolio manager at US Trust Wealth Management.

EisnerAmper, the global business advisory firm, appointed Graham Rogers as a principal in the firm’s financial advisory services group. Rogers previously operated his own firm, Rogers Damages and Valuation Services LLC. He also held senior leadership positions at national and regional accounting firms; and served as an officer in the US Navy.

Envestnet appointed former senior TD Ameritrade figure Dani Fava as its strategic development head, a new role at the firm. Fava reports to Rich Aneser, group head of strategy, who joined in the first quarter of this year to build the new strategy office. The group partners with teams across the firm to run strategic development, engagement, and planning, including organic cross-functional efforts, external partnerships, inorganic M&A, and evaluation of growth opportunities.  

Most recently Fava was director of institutional innovation at TD Ameritrade Institutional, where she managed the launch of the iRebal portfolio rebalancing solution on the Veo platform, and the Model Market Center. She was also responsible for rolling out TD Ameritrade's voice-first capabilities, which deploy conversational AI for communicating with advisors. Prior to joining TD Ameritrade in 2012, Fava was a senior product manager and strategist at Fiserv.

A new wealth management house based in New Jersey launched, built by a team of advisors who previously oversaw $420 million while at Morgan Stanley. Lawrence Durso, his son Michael Durso and advisor Michael Lombardi created ShoreHaven Wealth Partners, located in Red Bank. Prior to this, the team worked at Durso Wealth Management Group. Durso has worked in the financial services industry since 1978; Michael Durso, CFA, is an investment specialist, who has worked in financial services since 2006; Lombardi, CFP, also has experience of working in financial services since 2006, and Sheryl Iannuzzelli is the director of relationship management, chief compliance officer.

Tiedemann Advisors appointed former Cresset Capital senior managing director Jill Shipley as head of family governance and education. Shipley oversees a new division focused on helping families, family enterprises, family offices and foundations to enhance communication, educate and prepare rising generations, strategically and proactively plan for transitions, and make effective shared decisions. Shipley also served as managing director in the Institute for Family Culture at Abbot Downing, and as director of next generation education at GenSpring Family Offices.

The chief executive of Cresset Asset Management, Michael Cole, resigned from the US wealth management firm after a busy two-year stint in the post that saw him hire a raft of advisors and expand in different parts of the US.

BNY Mellon Wealth Management appointed Kent Moegerle as Southeast regional president, overseeing the Atlanta, Fort Lauderdale, Miami, Naples, Palm Beach Gardens, Tampa, and Winter Park markets. Moegerle reports to BNY Mellon Wealth Management CEO Catherine Keating and serves as a member of the wealth management leadership team. He joined the firm in 2019 as Southeast Regional head of client strategy. Prior to this, he spent nearly two decades at SunTrust, most recently serving as private wealth management division executive with oversight of revenue growth and development of key corporate and market initiatives.