May was a busy month for moves in and around the world's private banks, wealth managers, private client law firms and other parts of the wealth arena.

International moves during May (covering the UK, the rest of Europe, various financial hubs, Africa, the Middle East, but not including Asia and North America, as these are shown below under sub-headings). 

Investment manager, First State Investments, appointed Niall Mills as head of global infrastructure investments in the unlisted infrastructure arm. He filled the slot vacated by Perry Clausen, who was named global chief investment officer. London-based Mills joined the senior management team as a partner in the European infrastructure business in 2008, working alongside other SMT members Marcus Ayre, Danny Latham and Chris McArthur.

A major figure in private banking and wealth management over the years, Rory Tapner replaced Jan Maarten de Jong as chair of Quintet Private Bank. Tapner was made chair at Brown Shipley last summer, where he played a part in steering the NW Brown acquisition, launching a new investment platform, and rebranding the pan European group to Quintet. His replacement was BNY Mellon veteran Michael Cole Fontayn.

Cole Fontayn spent more than 35 years at BNY Mellon in a number of senior international roles. As chair and CEO of its EMEA business, he was a member of the group’s corporate executive and operating committees.

Angelika Gifford resigned from Rothschild & Co’s supervisory board due to the demand of other work commitments and was replaced by Véronique Weill. Weill spent more than 20 years at JP Morgan, where she held various positions including global head of operations for investment banking and global head of IT and operations for asset management and private banking, Rothschild & Co said. 

Morgan Lewis, the international law firm, added a four-lawyer team resident in London with private investment funds experience. The team, which arrived from another global law firm, included partners Oliver Rochman and Rob Mailer and two associates.

Schroders Personal Wealth appointed Peter Brunt as head of manager research and Jennifer Christian as an investment specialist. Brunt focuses on developing the investment research capability of SPW to support continued growth in the business. He reports to Alessandro Poli, head of investment management. Prior to this role, Brunt spent five years at Morningstar, most recently as an associate director. Christian, who reports to Jon Wingent, head of investment specialists, is based in Manchester working alongside the existing investment specialist team to help support clients and the growth of the business throughout the regions. Before this role, she worked at Quilter Cheviot, Deutsche Bank and Rensburg Sheppards.

Artemis Investment Management appointed Adam Gent as its new head of intermediated business. Gent joined Artemis at the beginning of August 2019 from Allianz Global Investors where, since March 2017, he was managing director and head of Northern European retail/wholesale distribution. Before Allianz, Gent was at Legg Mason Global Asset Management for 10 years, and from 2010 he was as a director and head of UK sales. That followed roles at Henderson Global Investors as Southern sales manager and, from 2000 when his career began, Thesis Asset Management.

TheCityUK named former Labour MP Emma Reynolds as the new managing director of public affairs, policy and research. Reynolds took over from Ndidi Njoku. The former Wolverhampton (NE) MP has held a number of shadow ministerial posts in recent years, including government and local communities secretary and minister for Europe, and she served on both the Commons Brexit and Health select committees. Reynolds lost her seat in December.

James Hambro & Partners added portfolio manager Patrick Trueman to its charities team. Trueman, who was former head of charities at Aberdeen Standard Capital and a fund manager at Newton Investment Management, will work with JH&P’s charity head, Nicola Barber. Trueman, who brings specialist sector expertise to the JH&P team, has served as a trustee of a national charity and sat on the investment committee of the country’s first dedicated children's charity.

Edinburgh-based wealth manager Adam & Company appointed Andy Hall as financial planning director. He joins from Barclays Wealth Management, where he directed wealth planning for Scotland and Northern Ireland. Primarily based in Glasgow, Hall is responsible for the design and delivery of specialist financial planning advice at Adam & Company. His specialist areas include estate planning, retirement and pensions advice, and investments. 

Tilney hired ex pro-footballer Simon Andrews as director for business development in sport to grow its sports client base. The UK wealth manager has offices in Manchester, Liverpool and Knutsford in the region where the former Man United and Wigan Athletic player is based - the North West. Andrews has spent two decades in financial services since leaving the sport professionally in the mid-1990s. He began as an advisor and most recently was a business acquisition executive at St James’s Place, where he recruited financial advisors and planners, including those retraining for a second career.

Offshore law firm Carey Olsen appointed Elizabeth Le Guillou as a senior associate in its Jersey trusts and private wealth practice. Le Guillou re-joined the firm having previously worked in both the trusts, private wealth, and dispute resolution teams between 2006 and 2014. She has been practising Jersey law since 1993 with a particular focus on wills, succession, estate planning and probate. She was admitted as a Jersey advocate in 2007 and qualified as a Jersey notary public in 2004. Prior to re-joining Carey Olsen, Le Guillou worked at a boutique law firm and in a senior role for the States of Jersey Police, during which time she qualified as a data protection practitioner.

PGIM Real Estate, part of PGIM, the global asset management business of Prudential Financial, hired Musie Bocrezian, as executive director and head of transactions for Italy. He is based in the firm’s newly opened office in Milan. Bocrezian, who has worked in the sector for more than 10 years, reports to Sebastiano Ferrante, head of Germany and Italy.

Dutch-based fiduciary services provider Intertrust appointed Francis Parisis as global head of business development for its private wealth services. He began in the newly-created role late last week and is based in Luxembourg. The 20-year wealth management veteran moved from IQ-EQ, where he worked across fund and private wealth in hedge, private equity and real estate services. Parisis' multinational career has also seen him in senior roles at Citco.

Finantix promoted Albert Iselin to executive director for EMEA as the fintech continues to build client development capacity. It hired Basel-based Aurelia Philippoz last month in a new sales and marketing role to focus on EMEA growth. 

Russell Investments added to its Amsterdam-based team. Jaap Hoek joined as director of investment strategy and solutions for Northern Europe, and Marleen Barents-Jager was made sales director retail for Benelux and the Nordics.

Former L&G group CEO Tim Breedon was made independent non-executive director at Quilter. Breedon is a non-executive director at Barclays Bank where he chairs the risk committee and sits on a number of other committees. He is also chairman of Apax Global Alpha and previously served as executive chair of the Northview Group.

Santander named HSBC executive António Simões as regional head for Europe. He reports to group CEO, José Antonio Alvarez. He replaced Gerry Byrne, who built up Santander's Polish operation, and retired after 50 years in the industry. Simões oversees the country heads of Spain, the UK, Portugal and Poland. He moved from 13 years at HSBC, where he led the bank's UK and European business before becoming head of global private banking. He also worked as a partner in the London office of McKinsey & Company and spent time at Goldman Sachs.

UBS appointed a senior figure from JP Morgan and named a new head of wealth management in Russia. It appointed Elena Griffin, JP Morgan’s head of wealth management for Russia, to become vice chair of the Central and Eastern Europe, Greece and Israel region and promoted Ekaterina Lehmann to become head of global wealth management in Russia. Both of them took on newly created roles. Griffin, who recently led JP Morgan’s private banking and wealth management business for international clients in New York, joined JP Morgan in 2008. Prior to that, she was at BNP Paribas. She will be joining UBS in July.

Quintet Private Bank named Bruno Pfister as chairman of the newly formed Quintet Switzerland. Pfister's career began in investment banking at JP Morgan, and he spent almost a decade at McKinsey, mainly advising financial services firms, before joining the private banking and asset management group LGT, where he rose to group CFO. Pfister also served on the executive board in Swiss banking at Credit Suisse, and in 2002 was made group CFO at Swiss Life, where he was later named group CEO. Latterly he has been the executive chair of the Wealth Management and Trust division of Rothschild & Co and chaired its Swiss bank division.

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Joint senior partner at Baillie Gifford Charles Plowden retired, making way for Malcolm MacColl to take over the role. Plowden joined the investment manager in 1983 spending over 20 years in the UK equities team, which he latterly led. He became joint senior partner in 2006, responsible for the firm’s investment division, and in 2015 was made manager of Monks Investment Trust (Monks).

Promoted partner, Helen Xiong joined the Global Alpha Strategy team at the end of May 2020. Replacing her is senior analyst in the US equity team Dave Bujnowski, who is based in New York.

SANNE appointed Katy Hodgetts as director in its Guernsey office. Hodgetts joined from BNP Paribas where she managed a portfolio of clients from global to boutique investment managers specialising in private equity, debt and real estate assets across a broad variety of fund structures. Prior to this, she was investor relations manager at Henderson Global Investors (now Janus Henderson), with core responsibility for the development of their alternative investment funds business. Hodgetts has more than 13 years’ experience in the investment and fund industry.

Maitland named two notable figures as non-executive directors. The two, who started with immediate effect, are Citigroup veteran Dena Brumpton and BNP Paribas executive Denise Everall. Brumpton most recently served as CEO for Barclays Savings, Investments and Wealth Management. Before that, she spent 30 years at Citigroup, the last five were spent running its private banking operations. A fund administration veteran, Everall is also known for her work in coaching and career development in the sector. Her latest executive post was global head of investment and fund services at BNP Paribas. 

Edmond de Rothschild named Lars Kalbreier as global chief investment officer for private banking. He reports to head of asset management Christophe Caspar. Kalbreier left as CIO in Zurich for Swiss rival Vontobel, and before that spent 14 years in senior roles at Credit Suisse, including global head of equities and alternatives research in the wealth and asset management division, leaving in 2017 as managing director. He was also posted in London for six years as a global markets strategist for JP Morgan.

UBS added a number of team members and moved from the global family office. Michael Viana, who has headed the family advisory, art advisory and philanthropy services team, the network and communities team, and VIP services, now focuses on the global family office segment-specific client services portfolio. He continues to report to Philipp Bigger.

The newly-created function of attracting future “next in line” clients is led by Mara Harvey, who reports to Christian Zeinler, chief of staff for GWM, ex-US. Most recently, Harvey was head of ultra-high net worth business in Germany, Austria, Italy. She has worked in several roles at UBS since joining the firm in 2000.

Adding in sustainability, Morgan Stanley Investment Management hired Emily Chew as global head of sustainability based in New York and Navindu Katugampola as head of sustainability for fixed income in London. Chew leads a centralised team developing ESG investment integration standards. Her focus includes launching an ESG thematic product, building brand and marketing strategies, advising sales and clients on sustainability, and producing data, tools and research to support investment teams. Chew reports to Ted Eliopoulos and Rui de Figueiredo in New York.

HSBC Global Asset Management appointed a member of staff, Michael Ridley, as senior responsible investment specialist in a newly-created role reporting to head of responsible investing, Melissa McDonald.

International law firm Taylor Wessing added to its private client team appointing Murray North as a partner. He joined from Bryan Cave Leighton Paisner and is London based. North specialises in tax and trusts advice for ultra-high net worth individuals and advises international families with multi-jurisdictional interests, with particular experience in the Middle East.

Former senior BlackRock business figure Brenda Sklar was appointed as global chief operating officer for Legal & General Investment Management. Sklar has more than 20 years of asset management experience. Prior to her LGIM role, she was head of global client services and global COO of business operations at BlackRock. Sklar is based in Chicago and reports to Michelle Scrimgeour, chief executive. 

Silvia Andriotto was named associate director at JTC Private Office in Monaco to help bolster support for wealthy individuals, families and family offices. Andriotto has a background in international corporate law and implementing cross-border instruments for multinational companies and UHNWs.

UK-based Weatherby appointed a tax advisor and team head to join its business. Clare Munro joined as a senior tax advisor and Rupert Allison joined as an associate director and team head. Munro has been in practice since 1982. Most recently Munro was the lead tax partner at Lubbock Fine. Previous roles have included nearly 13 years in PricewaterhouseCooper’s corporate tax department, and a 13-year role at Haslers.

Allison’s 30-year career has spanned both private banking and investment management. He joined from Barclays Private Bank where he was a director focused on managing and building a high net worth client base. Other roles include working at Coutts Private Office where he led an ultra-high net worth team, HSBC Private Bank where he was also a director and team leader, and BZW Portfolio Management.

Alvarium Investments appointed Nancy Curtin as group chief investment officer, partner and head of investment advisory at the Mayfair-based investment firm. She also sits on the company’s operational and executive boards. Curtin joined from Close Brothers, where she was CIO heading its £13 billion investment business. She reports to Alvarium CEO Alexander de Meyer.

Banque Internationale à Luxembourg (BIL) appointed ex Julius Baer executive Fabian Käslin as chief financial officer. He replaced Rolf Tresch who left the bank. BIL said that Kaslin’s position was part of the continuing overhaul under Suisse's CEO Hans-Peter Borgh, who brought in Roger Gröbli from Credit Suisse last year to run the bank’s China Market division in Switzerland. Swiss national Käslin moved from an advisory role at Legend Holdings, the Chinese investment group which bought BIL in 2017. 

Irwin Mitchell made a raft of internal promotions, 11 in all, across the UK practice, with four in the private wealth division promoted to partners. 

Those promoted were Emma McCann in the Sheffield tax, trusts and estates office. She started at the firm as a paralegal in 1999 and was made a senior associate in 2017. Andrea Jones is a partner in tax, trusts and estates, based at the firm’s Leeds office. Jones became the first to join the Leeds tax team in 2018. 

Jenna Lucas and Mark Hands were made partners in the family law based in London. Lucas, who specialises in international family law, including child abduction cases and financial disputes involving international jurisdictions, was made a senior associate in 2018.

Birmingham-based Hands, who was also made a senior associate in 2018, specialises in family law, including matters relating to religious ceremonies, moving children across international borders and representing people in financial divorce claims both national and internationally.

HSBC Global Asset Management was appointed Marc Hall to the newly-created role of head of exchange traded fund sales for Switzerland. He reports to Olga De Tapia, head of ETF sales. Hall has more than 20 years’ experience in the asset management industry, most recently at Vanguard Investments in Switzerland where he was a sales executive responsible for wholesale distribution. Prior to that, he worked in various sales roles at firms including Fidelity Worldwide Investment, State Street and J Safra Sarasin.

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North American moves for May 2020
Barings, the global investment and financial group, appointed Steve Boehm as chief operating officer; he reports to Barings president, Mike Freno. Boehm replaced an executive, Paul Thompson, who left the business. 

Boehm has more than 20 years of experience in technology, financial services, technology, operations, merger integration and fintech. Most recently, he was a senior vice president, customer delivery group and chief operating officer of AvidXchange. Before joining AvidXchange, Boehm served as SVP, global customer experience of eBay, Barings said in a statement.  

The Retirement Advantage, the retirement services company, hired Pam Mayer as a regional sales consultant, covering a territory that includes Arizona, Southern California, Hawaii, New Mexico and Nevada. Mayer reports to her predecessor, Darin Erdmann, TRA’s national sales manager. Mayer has worked in the financial services and retirement plan industry for over 25 years. For the past several years Mayer has held various executive posts, including vice president with The ERISA Advisory Group. She has also worked in sales and service roles at VOYA and TransAmerica.

Slate Asset Management, the asset management platform concentrating on real estate, promoted Katie Fasken in the Toronto office to managing director of investor relations. Fasken is responsible for leading the firm's capital raising and investor relations. Fasken joined Slate in January 2016. Prior to arriving at the firm, she worked on the investment banking team and institutional equity sales desk at CIBC World Markets. She earned her honors business administration from Ivey Business School at Western University.

Good Life Companies, a financial products business, appointed Joe Sponcia as senior vice president of mergers and acquisitions. Sponcia was previously at SmartRIA. Prior to this role, Sponcia spent nine years in the technology sector working most recently for SmartRIA, TAC Insight, The IT Company LLC, and Digital Crossing Networks.

Billionaire investor Daniel Loeb took back the reins as sole chief investment officer at his hedge fund Third Point LLC, less than one year after he appointed long-time colleague Munib Islam to be his co-chief investment officer, according to a letter the firm sent its investors.

BNY Mellon Wealth Management named Steve Kutz as a regional president in Los Angeles, California. In this role, he oversees all aspects of the wealth management business in greater Los Angeles, including advisory, investments, fiduciary, private banking, and marketing. Kutz is based in Los Angeles and reports to West Regional president Rob Kricena. He has over 30 years of experience in the financial services industry and an extensive background in serving ultra-high net worth families, endowments and foundations. 

Diamond Hill Capital Management appointed Anna Corona as chief people officer. Corona reports to Heather Brilliant, CFA, Diamond Hill's president and chief executive, and serves on the firm's management team. Before joining Diamond Hill, Corona was head of talent and culture for Morningstar Australasia, based in Sydney.

Thornburg Investment Management, the Santa Fe, New Mexico-based firm with $38 billion in assets under management, recruited John V Hackett as chief marketing officer. Hackett succeeded Leigh Moiola, who retired after 28 years with Thornburg and has served as chief marketing officer since 2018.

Fiduciary Trust International appointed Maudie Long, CFA® as a senior portfolio manager in New York. David DeStefano also started at the firm’s New York office as trust officer. Long reports to James Le Rose, managing director. She was most recently senior vice president and senior portfolio manager at US Trust, Bank of America Private Wealth Management. Long previously worked for 10 years at Evergreen Investments-Wachovia Bank. DeStefano reports to Debra Feeks, managing director and senior relationship manager, and Kimbrough Towles, managing director and senior portfolio manager, at Fiduciary Trust International. He joined from BNY Mellon Wealth Management. 

ETHIC, the Boston, Massachusetts-based bank, appointed Matt Morse, CFA, as chief investment officer of ETHIC Wealth Advisors, an RIA. Prior to this, Morse worked in the wealth management division of Eaton Vance, where he was also CIO. 

BNY Mellon Wealth Management named Elizabeth Luk as head of BNY Mellon Trust of Delaware, which administers trusts for fiduciary clients where BNY Mellon Trust of Delaware serves as sole trustee, co-trustee, or directed trustee. Luk is based in Greenville, Delaware, and reports directly to Ben McGloin, head of advice, planning and fiduciary services. 

BNY Mellon Wealth Management named Dan Steinberg as a senior wealth manager. He is responsible for advising high net worth clients and family offices. Based in Newport Beach, California, Steinberg reports to managing director, Chad Johnsrud. A Chartered Financial Analyst, Steinberg has more than 20 years of financial services industry experience, including 15 years as a research analyst and portfolio manager at organizations such as Millennium Partners, the Teacher Retirement System of Texas, PIMCO, and Bank of America.

BNY Mellon Wealth Management named Camille Alexander as a regional president in Washington, DC. She is responsible for all aspects of wealth management product, service, and sales delivery. Alexander reports to regional president, Central Region, Andrew Paterson. Prior to joining BNY Mellon in 2013 as a senior client strategist for the Washington, DC region, Alexander held senior positions at JP Morgan, Bank of America and USAA. As a Chartered Financial Analyst, she has served two terms as chairman of the board of the CFA Society of Washington, DC. She is the Eastern Region representative to the President’s Council of CFA Institute and a co-chair of CFA Institute’s US Society Advocacy Advisory Committee.

BNY Mellon Wealth Management brought back a former senior figure, Myriam Soto, as head of international wealth planning and fiduciary services. She reports directly to head of international wealth management, Charles Long. Soto re-joined BNY Mellon, where she previously had a number of roles within international wealth management, including head of global fiduciary planning and development, and president and chairman of the board of the BNY Mellon Cayman Trust Company. Prior to returning to BNY Mellon, she spent two years as a senior wealth advisor for JP Morgan’s Latin America Private Bank.

Miles Lewis, CFA, joined Royce Investment Partners as a portfolio manager on Royce Total Return and Dividend Value Funds, part of Royce & Associates. Prior to coming to the firm, he was a portfolio manager (2014-2020) and investment analyst (2010-2014) for the Small-Cap Value Fund and Strategy at American Century Investments.

A team of former UBS financial advisors operating as Isaacs & Paller Wealth Management of Raymond James joined the employee advisor channel at Raymond James & Associates. The advisors are Charles Isaacs and David Paller, and they are based in Woodland Hills, California. The team includes financial advisor Thomas Rockel and senior client service associate Stella Llamas. Prior to this, the team worked at UBS, overseeing more than $360 million in assets for a variety of clients, including entertainment executives.

Raymond James also welcomed financial advisors Jason Jachimowicz and Lynn Shook to its employee advisor broker/dealer in Boulder, Colorado. Jachimowicz and Shook joined from Morgan Stanley, where they previously managed around $140 million in client assets. They joined the Boulder Downtown office, which is part of the Denver Complex managed by Ari Litvin. The team operates as Emerald Peak Wealth Management of Raymond James.

Raymond James welcomed financial advisor Jac Carrington to its employee advisor broker/dealer in Columbia, South Carolina. Carrington has been in the financial services industry for over a decade and joined from Morgan Stanley, where he previously managed about $134 million in client assets. 

EisnerAmper, the global business advisory firm, appointed Carol Surowiec as a tax partner in its real estate services group in the US. Concentrating primarily on pass-through entities with a heavy emphasis on real estate, Surowiec has more than 30 years of public accounting experience serving clients from individual entrepreneurs to multinational companies - both publicly traded and closely held. Surowiec is based in EisnerAmper’s Miami office. 

The Cetera Financial Group, a network of wealth management firms, forged new teams to build client growth. The advisor growth teams are led by Elisa Del Valle and Craig Markham, elevated to the position of advisor growth officers. The team was completed with Malissa Lischin, who recently joined Cetera and brings 25 years of experience in financial services with a core competency in key account management and strategic growth. Kim Holweger was promoted to head of operations for Cetera. Holwegger has 34 years in service roles at Cetera and will be expanding oversight across operations teams.

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Steward Partners Global Advisory, a wealth firm associated with Raymond James Financial Services, opened its newest office in Norfolk, Virginia. The group comprises George Nottingham, Susan Nottingham, and Michelle Huffman, who joined from Wells Fargo where they oversaw $220 million in client assets. Other joiners were Tommy Leeman, and Karen Bittenbender, also from Wells Fargo.  

Pritzker Private Capital, a direct investing shop, appointed Jeff Carlson as director of technology, a newly-created position. Carlson served as director of information technology at Pritzker Group since 2014.

Verus, an investment consulting and outsourced chief investment office provider, opened a new office in Pittsburgh, Pennsylvania, marking its expansion to the mid-west and the east coast. Staff at the office include consultant Mark Brubaker, who joined as managing director, senior consultant, and member of Verus' management committee. Max Giolitti, chief risk officer, managing director, and Verus management committee member, relocated from Seattle to join the Pittsburgh team. Giolitti, who joined Verus in 2011, served as risk director for Microsoft Corporation and the Alaska Permanent Fund.

David A Valenti, an attorney and certified financial planner with 37 years of wealth management experience, joined multi-family office Virtue Asset Management in Barrington, Illinois, as a financial advisor. Valenti most recently was a senior vice president at Bank of America Private Bank in Chicago. 

Kristen Bauer was appointed chief executive of Laird Norton Wealth Management, part of the Laird Norton group which is based in Seattle, Washington. Bauer succeeded Robert Moser who retired. Bauer came to Laird Norton from Tiedemann Advisors.

Adams Street Partners, a private markets investment management firm with more than $41 billion of assets under management, appointed Robin Murray and Dave Brett to join the firm's executive committee. Murray succeeded Terry Gould as head of growth equity investments. Gould remained an active member of Adams Street's growth equity team.

Murray joined the firm as a partner on the growth equity investment team in 2008, and is based in Adams Street's Menlo Park office where he focuses on the technology sector. Murray is a member of the Growth Equity Investment Committee, the Diversity and Inclusion Committee, and the Environmental, Social and Governance Committee. Brett, based in Chicago, joined Adams Street in 2005 as head of co-investments and chairs the co-investment committee. 

Michigan-based Northpointe Bank appointed Brian Kuelbs as its chief financial officer and chief investment officer. Kuelbs leads the bank's corporate financial strategy. Prior to this role, Kuelbs' served as chief financial officer and CIO for public and privately held depository institutions, private-equity-backed ventures and specialty real estate finance companies.  

Alex Brown, a division of Raymond James, brought in advisors Enrique Triana and Ricardo Kassin to the division’s Miami, Florida, branch. Triana joined from UBS, where he managed $110 million in client assets. He has been in the financial services industry for over 36 years and serves a diverse range of clients that includes business owners, entrepreneurs, landowners, independent professionals, corporate executives and corporations. 

Prospera Financial Services, the Texas-based business, said that Dan Chapman, Chris Chapman, and Tasha Chapman of Chapman Wealth Management affiliated with the firm. The investment planning team is located in Sartell, Minnesota. Dan Chapman, president and founder of Chapman Wealth Management, has worked in the space for more than 30 years.

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Asia-Pacific
One of the most prominent names in Southeast Asia’s wealth management sector, Kwong Kin Mun, retired from Deutsche Bank. He was replaced by former HSBC Private Banking senior figure Chow Shang Wei. 

Kwong Kin Mun worked for 30 years in the financial industry. Prior to joining Deutsche Bank in 2009, he was the South Asia Private Banking head of DBS Bank where he was responsible for managing and developing its private banking business in the region. He joined DBS in 2003 as its private bank's marketing head. Kwong Kin Mun previously held senior private banking positions at Citigroup Private Bank, Standard Chartered Bank and UBS Wealth Management. He had also gained experience as a financial consultant at Merrill Lynch.

Alexander von zur Mühlen, took up the vacant Asia head role at Deutsche Bank, filling the slot as of 1 August when Werner Steinmüller was due to retire from the management board. Von zur Mühlen joined Deutsche Bank in 1998 after studying business management. Following a variety of roles in investment banking, lastly as co-head of debt capital markets in Europe, he was appointed group treasurer in 2009. In this function he managed the bank’s capital, liquidity and funding. In 2017 he was appointed co-head of global capital markets and one year later, in the summer of 2018, named global head of group strategy.

Deutsche also named a former Obama-appointed investment figure, Kamran Khan, in the newly-created role of head of ESG for Asia-Pacific. Khan has decades of experience in financial markets, sustainable development, and corporate and public advisory. During the administration of President Barack Obama, he was head of global investments and operations at the US Millennium Challenge Corporation. Previously, Khan established the World Bank Group Hub in Singapore and led the World Bank’s Infrastructure Finance Practice in East Asia. He has led investments in sustainable development across Asia, Africa, Latin America and Eastern Europe. 

Most recently, Khan founded and led an impact fund targeting companies focused on achieving UN Sustainable Development Goals. Khan is based in Singapore, reporting regionally to Asia-Pacific CEO Werner Steinmueller and locally to David Lynne, Singapore chief country officer, head of corporate bank APAC, and head of fixed income and currencies in APAC.

HSBC appointed long-time Deutsche Bank executive Lavanya Chari to lead its global products, investments and collaboration business in private banking. Chari moved from London to Singapore with Deutsche in 2011, where she was managing director in charge of commodities and credit structuring. Chennai-born Chari reports globally to Christophe Guillemot, CEO of HSBC Private Banking based in Geneva, and to Annabel Spring in London. Spring moved from Australia’s troubled Commonwealth Bank last year to head HSBC’s customers and products business.

Raffles Family Office named Stella Kong as managing director for Greater China. In this newly-created role, Kong leads Raffles Family Office’s business expansion in Greater China and has joined its management team. She splits her time between Hong Kong and Shanghai, and reports to Caiman Kwan, founder and CEO of the multi-family office. Kong brought with her more than 30 years of experience from major global financial institutions in Greater China, including senior roles at Credit Suisse and Standard Chartered Bank.

T Rowe Price appointed Darren Hall as its new head of distribution for Australia and New Zealand. Hall, head of intermediary business for Australia, succeeded Murray Brewer who is retiring at the end of 2020 after 14 years at the firm. Hall is responsible for the institutional and financial intermediary businesses in Australia and New Zealand (ANZ) and reports to Nick Trueman, Singapore-based head of distribution for Asia-Pacific at T Rowe Price. Based in Sydney, Hall has more than 20 years of investment experience, 13 of which have been with T Rowe Price. Prior to joining T Rowe Price in November 2007, he held business development and national account positions with Schroder Investments Australia and Credit Suisse Asset Management.

Banque Internationale à Luxembourg appointed Hanzhi Ding as the new chief executive of BIL Wealth Management Limited in Hong Kong, China. Ding, who succeeded Betty Tsui, is in charge of developing the group’s wealth management business in the Hong Kong/Greater Bay Area, in China. Hanzhi Ding came from Huatai International, a Chinese investment bank in Hong Kong and the global arm of China’s top-ranked financial group, where he served as chief strategist, head of business development and head of investment research. Previously he held various positions at Bank of America Merrill Lynch, Citigroup Global Markets and Nomura, all in Hong Kong.

Private banking veteran and company founder Betty Tsui remained a member of the board of directors of BIL Wealth Management Limited and serves as its vice chairman. 

Western Asset, a fixed income fund management firm affiliated with Legg Mason, appointed John InGeun Kim as client service executive to cover Korean institutions and other key markets. Kim is based in Singapore and reports to Michael Dale, head of client service and marketing, Asia Pacific (ex-Japan). In his role, Kim is responsible for managing Western Asset’s Korean client base and assisting in the growth of the firm’s institutional clients across the region. Prior to joining Western Asset, Kim was a head of institutional business at BlackRock Korea and a senior manager of the external fund management team in the Reserve Management Group of Bank of Korea. 

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Credit Suisse appointed private banking veteran Puneet Matta as head of wealth management for India. He rejoined the Swiss bank from Union Bancaire Privée. Inigo Mendoza was in this role previously; he moved back to Credit Suisse in Europe’s IWM business in another role – head of private banking international for Southern Europe and Latin America. Matta has 30 years of industry experience across wealth management as well as corporate and investment banking; he has spent much of his career concentrating on the Non-Resident Indian and Indian Sub-Continent client segments. Prior to this, Matta worked at UBP in several roles in the NRI and ISC segments and also in the External Asset Managers business. His most recent role at UBP was head of EAM Asia and Key Clients South Asia. He reports functionally to Balakrishnan Kunnambath, market group head Indian Sub-Continent, and locally to Mickey Doshi, India chief executive. Matta will move from Singapore to Mumbai, India.

VP Bank, the Liechtenstein-based private bank, added five front-office hires in Singapore, including three relationship managers. Sean Chee, who joined as a business development manager for the intermediaries team, previously worked for Credit Suisse, Citigroup and Julius Baer in Singapore.

Christopher Shi and Howard Wang work in the private banking team as senior relationship managers covering the Southeast Asian region. In the past two decades, Shi worked in the wealth management industry for the likes of UOB, ANZ and Julius Baer. Wang joined VP Bank from HSBC Private Bank earlier this year, where he spent the last 19 years managing the fortunes of the Southeast Asian wealthy.

UBS appointed a former senior Chinese bank watchdog figure, Alan Wang, to oversee the integration of the bank’s Chinese operations. Wang joined UBS as a managing director in charge of coordinating strategy for its various mainland units in a compliant fashion. Wang came from the China Banking and Insurance Regulatory Commission and had earlier served at the People’s Bank of China. He led teams overseeing foreign bank supervision, risk management and international affairs on the mainland.

UBS built a new client services capability in its global wealth management strategy and business development team, making a number of staff moves as part of the change. Michael Viana, who has headed the family advisory, art advisory and philanthropy services team, the network and communities team, and VIP services, now concentrates on the global family office segment-specific client services portfolio. He continues to report to Philipp Bigger. The new function of attracting future “next in line” clients is led by Mara Harvey, who reports to Christian Zeinler, chief of staff for GWM, ex-US. Harvey was head of ultra-high net worth business in Germany, Austria, Italy. She worked in several roles at UBS since joining the firm in 2000.

Aberdeen Standard Investments appointed Vishal Sharma as institutional director for Australia and New Zealand, based in Sydney, where he works with the firm’s distribution team. Sharma develops ASI’s relationships with institutional investors in Australia and New Zealand, including superannuation funds and insurance companies. He reports jointly to Andrew Hendry, head of distribution - Asia-Pacific and Brett Jollie, managing director – Australia.

Standard Chartered appointed the co-founder of Singapore-based financial comparison site GoBear as its global head of partnerships in its retail arm. Marnix Zwart is based in Singapore and reports to Aalishaan Zaidi, global head, client experience, channels and digital banking.

Asset Value Investors hired Jason Bellamy, president and chief executive of Bellamy Corporation, as its consultant to lead on the company’s engagement efforts in Japan. AVI is the investment manager of both AVI Japan Opportunities Trust and AVI Global Opportunities Trust. Based in Tokyo, Bellamy reports to Joe Bauernfreund, chief executive officer of AVI.

DBS appointed Olivier Lim as new lead independent director, taking over from Ho Tian Yee. Ho, who was appointed as the LID and chairman of the nominating committee on 16 November 2018, has been re-designated as a non-executive director after completing nine years of service as an independent director. He has also stepped down from the NC. Tham Sai Choy took over from Ho as the NC chairman on 29 April 2020.