Wealth management senior moves around the world during June.

UK, Europe, Middle East and select international locations
FNZ, the global wealth management platform, appointed Enrique Sacau as the new chief executive officer for Europe. Sacau rejoined FNZ after having led the firm’s business development efforts in Europe as managing director of Europe from 2014 to 2017. 

The Swiss Financial Market Supervisory Authority approved REYL Intesa Sanpaolo’s new governance structure. François Reyl became a member of the Swiss bank’s board of directors and chairman of its strategic committee. 

Pasha Bakhtiar, partner and member of the executive committee, became new CEO of REYL Intesa Sanpaolo and executive committee chairman. Bakhtiar has been a partner at the bank since 2018.

Reyl joined the bank in 2002 after a 13-year career as an M&A lawyer with Jones Day and an investment banker at Credit Suisse First Boston. Initially head of development, he became CEO in 2008. Reyl played a major role in launching RAM Active Investments, subsequently sold to Mediobanca in 2018. He also launched the bank’s corporate finance and asset services business lines. Reyl also co-led the incubation of Alpian, the Swiss digital private bank and, in 2021, initiated the negotiations that led to the firm’s strategic partnership with Fideuram - Intesa Sanpaolo Private Banking. Reyl succeeded Ruth Metzler-Arnold on the board of directors.

UBS Global Wealth Management made three new hires and updated its regional organisation.

Bassel Al Zaouk joined from Deutsche Bank, where he was CEO and chief country officer for the bank’s franchise in Saudi Arabia. Based in Riyadh, Al Zaouk's remit is to build the domestic wealth management business in Saudi Arabia.

Ali Khunji is responsible for growing the wealth management business in Bahrain and the Eastern Province. Khunji assumed the role as co-location head Bahrain together with Khaled Salah. Khunji previously headed the wealth and personal banking business in Bahrain for HSBC.

Meanwhile, Rana Al Emam is responsible for growing the business in Abu Dhabi. El Emam was also at HSBC, where she was head of private banking in Abu Dhabi. Al Zaouk and Khunji report to Niels Zilkens, head of wealth management Middle East, and Al Emam reports to Georges El Khoury, location head Dubai. 

Stonehage Fleming appointed Cora Binchy as head of fiduciary. Binchy oversees the fiduciary businesses in Jersey, Guernsey, the Isle of Man, Switzerland, Monaco, Malta and Mauritius. Binchy, who joined Stonehage Fleming in 1987, has experience of working with international high net worth families providing trustee and executor services. 

First Sentier Investors appointed Adele Swan as the new chief people and culture officer. Based in Edinburgh, Swan reports to the CEO, Mark Steinberg. Swan has three decades of experience across all aspects of people and culture within the financial services sector globally, including with Standard Life Aberdeen (now abrdn), HSBC and Tesco Bank. Swan took over from Melanie King, who was in the role for three years. 

Rathbones Asset Management appointed James Crossley as head of asset management distribution, effective in September. Crossley will be joining from Legal & General Investment Management, where he was head of UK wholesale distribution. Prior to that, he spent 14 years at Jupiter Asset Management, latterly as head of retail distribution.

Another joiner was Abigail Sater as head of distribution strategy. Sater was formerly at The Big Exchange, where she spent four years, latterly as chief executive officer. The new leadership team reports to Jayne Rogers.

Canaccord Genuity Wealth Management UK and Crown Dependencies, a UK-based independent wealth management firm by assets under management, appointed senior wealth planner, Samantha Gibson to join the Newcastle team. Gibson has over 20 years’ experience in wealth planning and financial services. 

IQ-EQ appointed former Deloitte senior figure Philippe Hijazin as managing director for activities in Belgium. In his previous job at Deloitte Consulting, Hijazin was a director, working in fields such as asset management, private equity and advisory services for real estate. 

UK wealth manager Brooks Macdonald appointed Andrea Montague as group chief executive officer, starting in October, and subject to regulatory approval. Her appointment came after group CEO decided to retire after 22 years at the group. Montague was also appointed as group CEO designate. Montague, who joined the group in August 2023, was most recently group chief risk officer at Aviva. 

Ostrum Asset Management, an affiliate of Natixis Investment Managers, appointed Gaëlle Théaud-Gautheron as chief operating officer. Théaud-Gautheron has over 20 years of expertise in the financial sector. 

Independent and privately owned Crestbridge Family Office Services expanded its senior central services team. Emma Sanford, head of human resources, and Simon Logan, head of risk and compliance, joined the team, led by Heather Tibbo.  

Square Mile Investment Consulting and Research, aka Square Mile, a UK business, appointed Scott Spencer as an investment director within its investment management team. Prior to this, Spencer worked at Columbia Threadneedle Asset Management as an investment manager. 

Jersey-based Spring Investment Management, or Spring, appointed Nadine Irons as its new director. Irons, who joined the firm earlier in 2024 as head of client engagement, has more than 20 years’ financial sector experience.

BIL Suisse, the private bank which has offices in Geneva, Lugano, and Zurich, appointed a quartet of managers to join its operations. Natalia Lopez, Michael Zah, Sebastian Capone, and Steven Schraner joined the firm. 

Zah was a executive director at UBS, and senior client advisor for the Swiss bank’s wealth management business, based in Zurich. Capone is a senior investment advisor at BIL Suisse, also based in Zurich. Prior to this, he was a client portfolio manager for Credit Suisse, and before that, he held the same role at UBS. Schraner is in senior sales and business development at BIL Suisse. Previously, he worked at Carne Group as a client relationship manager based in Zurich.

Northern Trust Asset Management appointed David Abner as head of global ETFs and funds. He reports to Paula Kar, NTAM global head of product. Most recently, Abner was global head of business development at Gemini Crypto Exchange. 

Crestbridge Family Office Services appointed Mark Beer as its newest director. Beer, who was previously at RBC Services, leads a team of client-facing professionals meeting the multi-jurisdictional needs of UHNW families. Beer has over 20 years’ experience in the finance industry.

International financial advisory firm Hoxton Capital Management promoted Jacob Hall to the role of global director of advisory. Hall joined Dubai-based Hoxton in August 2021 as head of client services after more than 10 years’ working with other financial advisory firms elsewhere in the UAE. 

S64, a global alternatives fintech and solutions partner to the wealth management industry, appointed Marcus Glover as chief technology officer. Glover has more than 25 years' experience in technology across wealth management, asset management and investment banking. 

TIME Investments, the UK firm, hired Billy Brown as head of internal sales. Brown previously worked at Triple Point. 

The Investor Forum, a not-for-profit organisation of institutions holding UK stocks that push for stewardship in decision-making, appointed Chris Kinder as its new CEO. Kinder joined after founding executive director Andy Griffiths stepped down after leading the Forum for 10 years. 

Harneys Fiduciary added David Wilman and Kavita Maharaj-Alexander to its general counsel team, based in London and the Cayman Islands, respectively. Willman has over 25 years of professional services legal and operational experience, including more than a decade as a general counsel. He is based in London. Maharaj-Alexander was appointed as deputy general counsel in the Cayman Islands office. 

UK-based investment manager 7IM appointed Sam Christopher in the new role of head of platform. Christopher reports to Russell Lancaster, managing director, platform and intermediary partnerships. 

State Street named former senior UBS and Credit Suisse figure Dagmar Kamber Borens as head of global markets for continental Europe for State Street Bank International GmbH (SSBI). Borens reports to Anthony Bisegna, head of State Street Global Markets and Andreas Przewloka, CEO of SSBI. With more than 20 years’ experience in financial services, Borens joined State Street in 2021 as country head for Switzerland. She expanded this role to lead the German depository bank business and, in January 2023, took overall management of the investment services business for the Netherlands, Austria and the Nordics.

Allspring Global Investments appointed Francesco Monge, CFA, as sales director for the Middle East and Africa. He is based in London and reports to Andy Sowerby, head of the International Client Group. Monge has more than 30 years of experience in the industry.

Evelyn Partners, a UK-based wealth management and professional services group, appointed George Uglow as a financial planner. He is based in the Exeter office which offers services to clients across the West Country. Uglow, who has worked in the financial services industry for more than 15 years, was previously a chartered financial planner at Cavendish Medical. 

Bentley Reid, an employee-owned wealth manager, made two senior appointments, based in its London office: Kevin Andrews as head of IT and operations and Martin Azzinnaro as head of investment operations. Azzinnaro reports to Andrews. Andrews spent the last five years in a variety of roles at Arbuthnot Latham, most recently as senior platform lead. 

Tony McLoughlin, a director at London & Capital, where he worked for more than 29 years, died. He was the longest serving member of the UK-based business.

Azura Partners, a global investment office, appointed former senior Credit Suisse figure Pauline Cahill as chief people officer. Joining Credit Suisse in 2006, Cahill served as a member of the management committee for the Middle East, Turkey and Africa business. 

Suntera Global set up a London office, led by Jade Fellowes, client services director and head of intermediaries. Fellowes has more than 15 years' experience in running and providing trust and corporate administration services.

Tabula Capital, a London-based quantitative macro credit manager, hired Teresa Durso as managing director and chief operating officer. Durso has almost 20 years’ financial services experience to the role. Her more recent roles were CEO/COO of Berry Street Capital. 

Bank J Safra Sarasin appointed Léna Jacquelin as co-portfolio manager on the JSS Sustainable Equity – Green Planet fund. 

Franklin Templeton created a new team to support the growth of alternative solutions in the wealth channel. London-based George Szemere, who was previously head of business development, alternatives, EMEA, was appointed as head of alternatives EMEA wealth management.

Tyndall Investment Management appointed Anthony Snowden as investment director within its private client practice. Snowden has over 13 years' investment experience. Much of this time was spent as an investment manager at Ruffer where he ran portfolios on behalf of private clients, financial planners, charities and pension schemes.

Payden & Rygel, a privately-owned global investment advisor, appointed Niall Clifford as senior vice president, based in London. Clifford was formerly a principal in Mercer’s insurance solutions team.

Accounting and advisory firm Saffery expanded its corporate finance team in the south of England. It took on Hemal Pandit as a director in its Bournemouth office. 

Trusts and estates expert Deborah Barker-Roye was promoted to partner at Ogier, based in the Cayman Islands. 

UK-based law firm Farrer & Co appointed Rhian Lewis as head of pro bono and counsel. She joined from Hogan Lovells, where her practice focused on pro bono and international human rights law.

Global advisory firm MKP Advisors appointed Tony White as a key member of its leadership team. White has more than 20 years of experience in investment and corporate banking.

North America
Globalcap, a UK-headquartered tech provider for private markets, appointed Scott Kreitz, president and head of operations, to lead the firm’s US office in New York.

Kreitz has more than 20 years’ experience in financial markets, launching products across institutional and wealth management segments. 

He was joined by US head of marketing, Alexandra Marciniak, who previously worked at Goldman Sachs and Bloomberg; head of US business development, Joshua Kasper, from Fidelity Investments; and head of “customer success US,” Carly Ferris, formerly of Z-Squared Securities.

Fiduciary Trust International has appointed Laura C Pease, and James T Farmer, as managing director, senior trust officer and managing director, senior portfolio manager, respectively. Both individuals are based in Atlanta, Georgia. 

Pease, a 24-year veteran of Bank of America in Atlanta, has more than three decades of industry experience and community leadership. Prior to joining Fiduciary Trust International, she served as a private client advisor and senior vice president at Bank of America Private Bank where she catered to high net worth individuals, families, and family offices. 

In his previous role, Farmer spent more than 15 years as a portfolio manager at Bank of America Private Bank in Atlanta, delivering investment advice and solutions for high net worth individuals and families. Prior to that, he worked at Calibre Family Office and Offitbank (subsidiaries of Wachovia Bank) in their family office investment divisions.

Coller Capital appointed Matthew McCann as a director in New York to focus on RIA and family office sales. Previously, McCann spent seven years as a principal at Investcorp, where he was responsible for family office, RIA and institutional fundraising for the firm’s private equity and general partner stakes' businesses. 

Verdence Capital Advisors, a private wealth advisor, appointed Dwight Davenport as executive director, private wealth advisor, at its newest office location in Boston, Massachusetts. Davenport brings more than 30 years of wealth management and leadership experience to the team. 

Commonwealth Financial Network, a US firm. said Terramar Wealth of Carlsbad, California, joined its network of independent financial advisors. Advisors include Mike Gallop, Danny McMahon, Steve Statzer, Steve Rubinstein, Greg Fox, Jeffrey Gardner, and Todd Oberlin; they were joined by Pat Posada, director of compliance.

Certuity, an RIA, appointed former WisdomTree and Dynasty figure Scott Welch as chief investment officer. Welch, who has more than 25 years’ investment experience, was most recently a member of the WisdomTree asset allocation and investment committees and CIO of their model portfolios.

Minneapolis-headquartered Nepsis®, a national financial advisor and investment management firm, made two appointments to bolster the firm's tax division and help high net worth clients resolve complex tax requirements. 

Jack Cahill, joined Nepsis® as senior vice president of tax, and Chad Koebnick was named vice president of specialized tax services. They report to Byran Eberle, president of Nepsis® tax solutions.

A Virginia-based team of financial advisors, previously at Truist and running about $915 million in assets, joined RBC Wealth Management in the US. The group includes Alexander S Brown, managing director and financial advisor, with 22 years’ industry experience; and William Brinkley, MD, financial advisor, with 36 years of industry track record. Others in the team: Taylor Brinkley, financial advisor; Lane Thomas, senior business associate; Victoria Roberts, SBA; Hunter Brammer, SBA; Carly Kacvinsky, registered client associate; John Kim, client associate; and Jan Conner, CA.

Ritholtz Wealth Management, a US RIA, appointed former financial journalist Callie Cox as chief market strategist – a newly-created role. She operates from the firm’s new Charlotte office. Prior to this, Cox was an investment analyst at social investing platform eToro. She also held investment strategy and research positions at Ally, LPL Financial and First Citizens Bank. Cox began her career as a reporter at Bloomberg.

Winthrop Capital Management, an RIA, promoted Adam Coons as co-chief investment officer. Coons, who has been at the firm since 2013, was previously chief portfolio manager.

American Endowment Foundation, a sponsor of donor-advised funds, added two C-suite figures to its team: Karen Heath-Wade, chief business development officer and Kelly McGrath, chief marketing and communications officer. Heath-Wade  served as the senior vice president and global head of client strategy and service at American Century Investments. McGrath has nearly 25 years of experience in marketing and communications. Previously she was senior manager for internal communications at The Lubrizol Corporation.

Citigroup appointed two senior figures in its wealth management operation in the US: Kris Bitterly and Keith Glenfield. Bitterly, who was previously head of investment solutions, is the US bank’s new “Head of Wealth at Work.” Glenfield became head of investment solutions, heading its global investment product organization, which includes Citi Investment Management, markets, alternative investments and insurance.

Northern Trust Asset Management appointed David Abner as head of global ETFs and funds. Abner reports to Paula Kar, NTAM global head of product.

Fiduciary Trust International, a wholly owned subsidiary of Franklin Templeton, appointed Erica B Landeros as trust counsel in the firm’s New York office. Prior to this, Landeros worked at Bank of America Private Bank in New York, where she was managing director and regional fiduciary advisor in the office of the chief fiduciary. Before this, Landeros (formerly Slezak) was in private practice as a high net worth estate planning and administration attorney for over two decades.

Pritzker Private Capital brought back Anna Edgcomb as vice president for manufactured products, and Alyson Brown has joined as VP for its services area. Edgcomb and Brown help source and execute investments.

Returning to PPC after receiving her MBA from University of Chicago’s Booth School of Business, Edgcomb was previously an associate at PPC. She began her career in investment banking at Bank of America Merrill Lynch. Brown joined from Wind Point Partners, a middle market private equity firm.

Equitable Advisors, a wealth advisory firm, appointed Lori Brown and Jim Carroll. They moved their practice from Truist, where they managed a total of $326 million in client assets. 

Summit Financial launched a new independent firm, SRM Private Wealth, headquartered in Pasadena, California. It is led by managing partner and private wealth advisor Richard McWhorter.

Eton Advisors, the multi-family office, named Tamara Surratt as a member of its leadership team. Surratt founded and is CEO of Legacy Family Office. Her expertise covers areas such as estate and tax planning, family governance, heir development and education, and philanthropic initiatives.

Russell Investments appointed C J Jaskoll as chief technology officer. Jaskoll reports to chief operating officer Vernon Barback and sits on its operating committee. Prior to joining Russell Investments, Jaskoll worked at Neuberger Berman for seven years, where he most recently served as managing director, head of investment and data technologies. 

FINTRX, a resource for private wealth and research, appointed Christian Connolly as a senior business development director. He is based in Boston, Massachusetts. Connolly joined in June and previously worked for Virtuoso, a software firm.

RBC Global Asset Management, (RBC GAM) appointed a new CEO – Donald Sanya – for its US business. He took over from predecessor Mike Lee. Sanya reports to Damon Williams, chief executive for RBC GAM. Sanya joined RBC GAM in 2014 as MD, US institutional sales.

Colorado-headquartered Risclarity named Mark Wickersham as senior vice president of strategic marketing and business development. A resident of Boston, Wickersham has served in a variety of roles in a working career spanning more than three decades. 

Advisor360°, which provides wealth management software, appointed Abbe Gálvez Cordón as senior vice president of strategy and corporate development – a newly-formed role. Gálvez Cordón reports to CEO Mike Fanning. Prior to this, Gálvez Cordón was managing director, head of wealth and wealthtech investment banking at Bank of America. She was at BoA for 16 years in various roles.

TIFIN, a fintech firm with a focus on AI, appointed investor and entrepreneur Ken Denman (pictured) to join its board of directors. Among previous roles, Denman was president and CEO of Emotient, an authority on automated facial expression analysis, which was acquired by Apple in 2016. He serves as a general partner at Sway Ventures, a US-based venture capital firm investing in early- to mid-stage technology companies. In addition to Sway and TIFIN, he holds positions on several boards, including Costco Wholesale and Motorola Solutions. 

Private wealth advisor Kyle Rasmussen and financial advisor Nick Blasberg joined the independent channel of Ameriprise Financial. They joined from LPL Financial in Reinbeck, Iowa with over $105 million in client assets. 

Advyzon Investment Management named Scott Smith, former executive at Goldman Sachs and BNY Mellon | Pershing, as chief revenue officer. Smith, who has over 20 years of industry experience, oversees sales, marketing, pricing, and revenue management, focusing on growth. 

Smith previously served as head of central division RIA custody sales at Goldman Sachs for the past three years. 

Johnson Financial Group appointed Evamarie Schoenborn to lead the US registered investment advisor, Johnson Wealth, as president. Schoenborn brought more than 20 years of investment management experience, most recently serving as CEO of US Bank Investments in Minneapolis. 

Stratos Wealth Advisors, an RIA, recruited Ohio-based Pistone Wealth Advisors into its embrace. Pistone is led by chief executive and president Karyn Pistone. The team also includes senior advisor Spencer Dieck, practice manager Linda Tekavec, and advisor David Taucher.

JP Morgan Asset Management appointed former BlackRock senior figure Shayan Hussain as its head of US investment specialists in its global fixed income, currency and commodities (GFICC) team. At BlackRock, Hussain was head of fundamental fixed income product strategy for the Americas. Based in New York, he will report to US chief investment officer of fixed income Kay Herr.

RBC Wealth Management welcomed Michael Taggart as managing director – financial advisor, and his team to its Florham Park office. Taggart, who has more than 35 years of industry experience, is the group’s founder. Joining from JP Morgan, the Taggart group also includes Dalia Bubbico a senior business associate, Jerry Azzollini a senior financial associate, and Ria Taggart a senior registered client associate.

Raymond James moves:
Raymond James welcomed a $1.3 billion former Morgan Stanley advisor team – comprising seven people – to its employee advisor channel in Las Vegas, Nevada. The team includes financial advisors Nick Takahashi, James Zapotocky, Joshua Yocam, Luka Vasiljevic, Michael Ortega, Stephen Ellingsen and Sean Tsaconas, as well as senior client service associate Yalda Momeni. At Morgan Stanley, the group managed about $1.3 billion in client assets.

The firm also welcomed former Morgan Stanley financial advisor Kevin L Mize to its independent advisor channel. Based in Scotts Valley, California as Earthrise Financial, Mize was joined by client service associate Sebastian Henshaw. Previously, Mize was affiliated with Morgan Stanley where he managed over $200 million in client assets.

Raymond James welcomed financial advisor Devona Benavidez to its independent advisor channel. Benavidez joined the team at ZeroThreeSixtyTM Wealth Partners in Albuquerque, New Mexico, along with branch associates Mackenzie Merony and Jacqueline Martinez. 

Michigan-based financial advisor Michael Dempsey joined Raymond James. Operating in Farmington Hills, Michigan, Dempsey was previously at Wells Fargo Advisors, where he managed over $200 million in client assets. He was joined by senior registered client service associate Lorraine Lalicata. 

A group of financial advisors in Anchorage, Alaska overseeing almost $600 million of clients’ assets, teamed up with Raymond James. The advisors are Keith Green and John Coon. Green was previously with Morgan Stanley, where he managed over $290 million in client assets. He leads Borealis Wealth Advisory of Raymond James and is joined by investment portfolio associate Christian Deykes. Coon managed about $308 million in client assets at Merrill Lynch and is joined by client service associates Gail Hill and Ally Berg.

Financial advisors John Meffert, Warren “Jud” Scroggie and Ross Davis joined the independent advisor channel of Raymond James. They joined from Merrill Lynch, overseeing about $490 million in assets.

Asia-Pacific
Citi appointed Matthew Hung as head of corporate banking for Hong Kong. Hung drives the business performance and strategy for Citi’s corporate banking business in Hong Kong, including local corporates, public sector organisations, financial institutions and multinational clients in the market. He reports to Kaleem Rizvi, head of corporate bank for Japan, North Asia and Australia, and Aveline San, Hong Kong and Macau CEO and head of banking. Hung has over 20 years of experience of banking for Hong Kong and mainland Chinese clients including multinational companies. Previously, he was at HSBC where he served in several senior roles, including head of corporate coverage for Hong Kong.Given Citigroup's integrated business model, the corporate banking side of the lender typically works closely with the private banking arm, given how many high net worth and ultra-HNW clients own operating companies.

Indosuez Wealth Management appointed a new CEO for its Hong Kong branch – Michaël Kofman. Kofman succeeded Olivier Livenais, who has been in the role since early 2020. Kofman relocated from Geneva to Hong Kong and reports to Omar Shokur, Indosuez’s CEO for the Asia region. At the Crédit Agricole group since 2002, Kofman has been at the Indosuez business for more than 13 years and in the financial services sector for three decades.

Northern Trust Asset Management, appointed Naoto Komoro to lead its asset management business in Japan. Komoro is continuing in his role as head of Institutional Client Group, Japan and became the representative director and chair of the board of Northern Trust Global Investments. Komoro reports to John McCareins, head of International, Northern Trust Asset Management and Bert Rebelo, head of Institutional Client Group, Asia Pacific, at Northern Trust Asset Management.

Since joining Northern Trust in 2007, Komoro has worked in senior roles across portfolio management, client management and sales in the manager’s London and Tokyo offices. Prior to NTAM, he spent six years at Mizuho Trust & Banking Co.

Australian life insurer TAL, which is part of Japan’s Dai-ichi Life Group, appointed Fiona Macgregor as its new group chief executive and managing director. In the financial services sector for more than two decades, Macgregor spent the first part of her career with the Royal Bank of Scotland, building experience on innovation in the European, US and Asian markets. She has also worked as an independent consultant. 

Citigroup launched a commercial banking arm in Japan. The Japanese business is led by Yutaka Naito, who joined the US banking group in 2019.

Natixis Corporate & Investment Banking (Natixis CIB) appointed Arnaud Davoust as head of equity derivatives sales and structuring, Asia-Pacific. Based in Hong Kong, Davoust reports to  Eric Elbaz, head of sales and structuring, Asia-Pacific and globally to Guillaume Calvino, global head of equity structuring. Davoust spent five years at Bank of America in Singapore where he was head of equity derivatives sales and structuring for APAC and head of equities for Southeast Asia. 

S64, a global alternatives fintech and solutions partner to the wealth management industry, appointed Marcus Glover as chief technology officer. With more than 25 years' experience in technology across wealth management, asset management and investment banking, Glover delivered transformational client-facing digital platforms for major financial institutions including Morgan Stanley, UBS, Deutsche Bank, and the Bank of Singapore.

UOB Thailand appointed Richard Maloney as its new chief executive officer. He succeeded Tan Choon Hin, who had led UOB Thailand since 2016. Tan returned to Singapore to take on a new role as deputy head of group governance, risk and compliance. Vira-Anong C Phutrakul was appointed as head, wholesale banking and deputy CEO of UOB Thailand. Maloney is an industry veteran with 40 years of experience in wholesale banking, capital markets and retail banking. Since joining UOB in 2014, he has been chief operating officer, group wholesale banking. Prior to UOB, Maloney was chief operating officer for ASEAN at a global bank. 

Franklin Templeton appointed former BNP Paribas Wealth Management figure Gaurav Bathija to the newly-created role of head of private banks and family offices. Bathija is based in Singapore and reports to Christian Bucaro, head of wealth for Asia at the US-headquartered firm. 

Former Citi Private Bank figure Lynn Ong joined Bank of Singapore, at its family office and structuring solutions business – a new group. The entity sits inside BoS’s financial intermediaries, family office and wealth advisory unit. Ong focuses on engaging clients with family office advisory needs and developing Bank of Singapore’s strategic initiatives for single family offices. Ong reports to Guo Jiawen who heads the family office and structuring solutions business. Prior to this, Ong advised global ultra-high net worth families on family office and philanthropy planning and structuring across Singapore and Hong Kong, as well as formulated strategies for the family office client segment at Citi Private Bank.

Azura Partners, a global investment office working with family offices and ultra-high worth individuals, appointed former senior Credit Suisse figure Pauline Cahill as chief people officer. Cahill has more than 30 years' experience of international HR. Joining Credit Suisse in 2006, Cahill served as a member of the management committee for the Middle East, Turkey and Africa business. Prior to this, she served in senior HR roles for Merrill Lynch and KPMG. 

BlackRock named Yik Ley Chan to lead its private credit efforts in Southeast Asia, based in Singapore. With 16 years’ experience in financial services, Chan has spent more than 13 years of them in structuring private credit and financing solutions. He was most recently Asia head of private credit at Jefferies, where he oversaw markets in Southeast Asia including Singapore, Malaysia, Vietnam, Indonesia and the Philippines. 

Bank of Singapore appointed a chief portfolio strategist – Dr Owi S Ruivivar, an investment manager with more than three decades’ experience in economics, strategy and portfolio management. Dr Ruivivar, who is based in Singapore, reports to the lender’s global chief investment officer, Jean Chia. Prior to this, she worked at Singapore sovereign wealth fund GIC. Since January this year, the chief investment officer has been a standalone unit that reports to chief executive Jason Moo.