Here is a summary of wealth management industry moves and appointments from across the world.

UK moves
BNP Paribas Investment Partners brought in Guillermo Felices as a senior market strategist within its multi-asset solutions team. Felices is be based in London and reports to Colin Graham, chief investment officer for multi-asset solutions and head of active asset allocation.

Moneyfarm, the digital wealth manager, appointed Scott Gallacher as chief commercial officer, following the addition of Paolo Savini Nicci as chief financial officer and Richard Flax as chief investment officer in December last year. Gallacher has around 20 years of industry experience and has worked at companies including Facebook, Sky and American Express.

Julius Baer International appointed a trio of senior managers in London: Loris Vallone, Luke Downes and Ella Riesco. Vallone was most recently head of Italy domestic market for Julius Baer and joined the team in London to focus on the development and enhancement of the firm's product and service offering. Previously, he was with Credit Suisse until 2011. Downes joined the firm from Sanlam Private Wealth, where he was head of global clients. He leads a team of portfolio managers in London. He reports to Edward Raymond, head of portfolio management in the UK.

Smith & Williamson added Marcus Graham as an associate director to its transaction services team in Bristol. Graham joined from Deloitte.

Waverton Investment Management appointed Luke Hyde-Smith as portfolio manager and head of third-party fund selection, a newly-created role. He joined the firm from Brompton Asset Management, where he built and developed the collective investment selection process. 

HSBC Private Bank appointed Mark Fitzgerald as regional head of investment services and product solutions for the UK, Channel Islands, France and Germany. He is based in London. He reports to Stuart Parkinson, chief of staff for global private banking, and locally to Chris Allen, regional head of global private banking for the UK, Channel Islands, France and Germany.

Ascot Lloyd, the national IFA, appointed Jade Connolly to the newly-created role of head of advice. Connolly is based in London. She previously worked at Thomas Miller Investment, where she was head of paraplanning for two years. She started her career in financial advice as a researcher at Ring Associates before joining Ashcourt Rowan.

Old Mutual Wealth appointed Rosie Harris, George Reid and Tim Tookey as independent non-executive directors. Harris became chair of the board risk committee, Reid joined the audit and board risk committees, and Tookey chaired of the board audit committee. The appointments followed those of Moira Kilcoyne and Cathy Turner, who joined the board in December last year.

Ashif Ratanshi was appointed as RBC’s new head of international wealth management, taking the reins from Stuart Rutledge. Ratanshi is based in London, reporting to Doug Guzman, group head of wealth management and insurance. Rutledge took on a new leadership role at RBC in Toronto, taking the role previously occupied by Ratanshi, with the title of senior vice president of personal deposits and investments for Canada. Ratanshi has worked at RBC for many years, most recently as senior vice president of personal deposits and investments.

Close Brothers Asset Management appointed Eileen O’Rourke as its investment director. O’Rourke spent 23 years with Brewin Dolphin. Working with its investment management team as divisional director, O’Rourke looked after multi-asset portfolios for high net worth individuals, trusts and charities.

Tilney - formerly Tilney Bestinvest - recruited Andy Brown as direct equity team leader within its central investment team. Brown, based in London, has around 30 years of industry experience as a fund manager and research analyst. He joins Tilney from Sanlam Securities, where he covered the support services sector.

Tilney also carved out a new role, naming Nicholas Pearson as head of charity business development. Pearson’s industry experience includes establishing Cazenove’s first charity division, which grew to £3.5 billion (around $4.3 billion) on behalf of 550 charities. He also set up two Common Investment Funds in 1989 alongside the Charities Aid Foundation, and helped launch the Charities Investors Group 20 years ago, of which he is president.

Tilney also hired Christopher Godding as its new chief investment officer, replacing Gareth Lewis, who became managing director of investment strategy. Godding joined from Ruicon Fund Management. Before that firm, he served for nine years as CIO at Morgan Stanley Private Wealth Management in London, and was also CIO and head of the global equity team at Signia Wealth. Additionally, he worked as a fund manager at firms including Moore Capital and SG Asset Management.

AXA Investment Managers made three senior appointments at its real assets and Rosenberg Equities businesses. Isabelle Scemama was named as chief executive of real assets; Heidi Ridley and Kathleen Houssels became CEO and global chief investment officer of the Rosenberg unit respectively. Scemama replaced Pierre Vaquier, who left to pursue other interests, while Ridley and Houssels took the reins from Jeremy Baskin, who left AXA IM. Scemama and Ridley report to Andrea Rossi, CEO of AXA IM, with Houssels reporting to Ridley.

Hawksford recruited Simon Page as director of the fund services team. In this newly-created role, Page manages divisional operations. He started his career at KPMG in Liverpool before joining PricewaterhouseCoopers in the Cayman Islands in 2007 as a senior associate. He then moved to Jersey to join State Street (formerly Mourant International Finance Administration) in 2008. There, he held several senior funds positions, most recently vice president and head of private equity fund services.

AXA Investment Managers added Daniel Neep to its UK wholesale sales team, focused on clients in Northern England. Neep joined as a regional sales manager from Close Brothers Asset Management, where he covered sales across the North East. In his Leeds-based role at AXA IM, he reports to James Norden, head of strategic partnerships and regional sales.

Rowan Dartington brought in Adrian Clark as its new chief operating officer, replacing Ben Cooper, who became commercial director. Clark is based in Bristol. His background includes helping to develop Legal & General’s presence in South Wales during his nine years as COO of the Cardiff location. He was awarded an OBE for his contribution to the financial services industry in Wales.

The World Gold Council appointed John Reade as chief market strategist. Reade previously worked at Paulson & Co, a US investment firm, where he was managing partner of Paulson Europe and a gold strategist. Earlier, he spent a number of years as a precious metal strategist at UBS.

Law firm Howard Kennedy added Pervaze Ahmed to its residential real estate team as a partner and head of residential property. Ahmed was previously a partner at Charles Russell and Blake Morgan in London.

London-headquartered Harwood Capital Group launched a new investment business to add to its range of public and private funds. The new business is chaired by ex-HgCapital chief executive Ian Armitage; he brought on board fund manager Stuart Widdowson. Armitage has three decades of industry experience in private equity and is non-executive director of Tenzing Private Equity. Widdowson joins from GVQ Investment Management, where he was fund manager for seven years, looking after the shareholder value of Strategic Equity Capital. He has a history of investing in public and private UK small and mid-size corporates, and has also worked at HgCapital.

Canaccord Genuity Wealth Management named Michel Perera as its new chief investment officer, replacing Nigel Cuming, who retired. Cuming continued with the firm as a consultant, based in Jersey. Perera, who is based in London, spent the past 19 years at JP Morgan Private Bank, where he was chief investment strategist for the EMEA region.  

Sarasin & Partners appointed Philippe Broadhead as head of distribution. Broadhead joined from multi-manager Architas, where he spent three years building the wholesale and institutional business. 

Suzanne Todd, a partner at Withers, became leader of its London family law team. She took over the role from Julian Lipson, who had served in the position since 2008. Lipson focuses on his practice full-time.

ABN AMRO cut its roster of senior management roles and reduced its number of top executives by more than half. Chris Vogelzang, who was responsible for retail and private banking for eight years, resigned. The executive board now includes: Kees van Dijkhuizen, chief executive; Johan van Hall, vice chairman (responsible for technology and innovation); Wietze Reehoorn, chief risk officer; and a chief financial officer. Chaired by van Dijkhuizen, the executive committee includes: Frans van der Horst, CEO of retail banking; Daphne de Kluis, CEO of commercial banking; Rutger van Nouhuijs, CEO of corporate and institutional banking; Pieter van Mierlo, CEO of private banking; and Gert-Jan Meppelink, chief of human resources and transformation.

UK-headquartered asset manager Momentum appointed Richard Sheppard, who previously worked at insurance provider MetLife, as business development manager for the Southeast. At MetLife, Sheppard spent seven years heading up the company’s advisor education programme, overseeing a range of client education solutions. He has more than 32 years' experience in financial services and is a regular speaker at industry events and workshops.

Standard Life Investments appointed Mark Clacy-Jones as a fund strategist within its global real estate research and strategy team. Clacy-Jones, who has 10 years' industry experience, joined from Knight Frank, where he was head of data and analytics, commercial research since April last year. Prior to that, he held the role of vice president and head of applied research at MSCI Real Estate.

Switzerland and rest of Europe
Roberto Botta and two other bankers were appointed by Bank J Safra Sarasin to develop its Lugano-based domestic, Italian and international activities. Botta has over 30 years of experience in international wealth management and has worked at various Swiss banks. He is supported by two deputies in the shape of Pascal Paltenghi, who has worked at Bank J Safra Sarasin since 2006, and Fabio Bortoli, who joined recently.

Julius Baer appointed Stefano Spurio as its new head of intermediaries for western Switzerland, Monaco and the Middle East. Spurio took on the role at the start of February. He succeeded Laurent Pellet, who left the bank. After joining Zurich-listed Julius Baer in 2005, Spurio covered various senior roles in investment advisory for private banking and external asset managers for the French-speaking part of Switzerland. In 2010, he additionally set up the advisory offering in Monaco. In 2011, he took over coverage of the Dubai office and has been a member of the investment committee since then. Spurio reports to Gian Rossi, head of the Switzerland region.

Lombard Odier appointed two managing partners, Annika Falkengren and Denis Pittet. Falkengren is president and chief executive of Sweden’s SEB, the banking group. She joins Lombard Odier in July, based in Geneva. Falkengren joined SEB in 1987, becoming CEO of the Swedish group in 2005. She is chairman of the Swedish Bankers Association. Pittet joined Lombard Odier in 1993 as a trained lawyer. He was group legal counsel before joining the private clients unit in 2015, where he took over the responsibility for the independent asset managers’ department and led the expansion of wealth planning services in the areas of family governance and philanthropy. He became a group limited partner in 2007. He is also chairman of the Fondation Philanthropia, an umbrella foundation supporting clients’ long-term philanthropic projects.

NN Investment Partners brought in Adrie Heinsbroek, Faryda Lindeman and Johan van der Lugt as part of the firm’s newly-created responsible investment team. Heinsbroek, who leads the team, advises clients on responsible investment policies and supports the firm with its ESG-related endeavours across the board. He has around 20 years of experience in the field and was previously head of sustainability at ING Bank Belgium. Lindeman took on the role of senior corporate governance specialist and joined from Sustainalytics, where she managed the corporate governance research team. Lastly, van der Lugt joined as a senior ESG specialist from Robeco, where he was a senior equity analyst for global financials, with a strong interest in corporate governance and ESG integration.  The team reports to Hans Stoter, chief investment officer at NN IP.

Vistra appointed Gavin Carruthers as director of its Jersey fund services business. Before Carruthers joined Vistra, he worked at Intertrust – formerly Elian and Ogier – and PricewaterhouseCoopers.
LGT Bank said its CEO, Norbert Biedermann, would retire at the end of June and be replaced by Roland Schubert. Biedermann, who has held the post since 2011, joined LGT 40 years ago. He initially worked in a range of departments – including in accounting, money market trading and investment advisory – until becoming a member of the executive board in 2001 and deputy CEO in 2008. Schubert, his successor, has 25 years of industry experience and joined LGT in 2002 to develop the firm’s private banking business in Germany.

Mark Steiner joined the executive board of LGT Bank as a new member. 

The asset allocation chief of a boutique Swiss private bank, Cyrille Urfer, was hired to oversee investments in equities and fixed income for Saudi Arabia's sovereign wealth fund, the Public Investment Fund, or PIF. Urfer had been head of investments at Gonet & Cie, a role he held for almost five years. He has experience working in Middle Eastern SWFs; from July 2008 to August 2011, he was chief investment officer for equities and fixed income at the Abu Dhabi Investment Council.

Boutique asset manager Quaero Capital named Amancio Perez as head of Iberian business development as it looks to bolster its presence in Spain, Portugal, Andorra and Latin America markets. Most recently, Perez worked as a senior sales manager at Pictet & Cie and was responsible for developing private banking commercial activity in the Brazilian market with single-and multi-family offices, independent asset managers, financial advisors and banks. He kick-started his career with the Geneva-based money manager in 1992 and headed its Madrid office from 2003 through 2013.

Global auctioneers Christie’s appointed Dr Dirk Boll as president for Europe, Middle East, Russia and India. He took over from Guillaume Cerutti, chief executive, who previously held the president role. Dr Boll joined Christie’s in 1998 in London before moving to Germany to head its Stuttgart office. In 2004, he transferred to Zurich to become managing director of the region before being promoted in 2011 to MD, Continental Europe, relocating to London. In this role he has run all the offices in the region including in the Middle East, Russia and India.

Miguel López de Silanes Gómez joined Family Office Exchange, the global peer network for ultra-wealthy families, as market leader for Europe and Latin America. de Silanes Gómez, who is based in Madrid, while spending half his time in Latin America, most recently served as family office director for a large European real estate family, focused on investments and family education.

---

North America
Raymond James recruited a trio of financial advisors from Morgan Stanley, where they collectively managed more than $114 million in client assets, to join its Colorado Springs office. Janis Cross, Matthew West and AJ Schultz all joined from the Wall Street giant, where they had $1.13 million in annual revenues. 

Cross kick-started her financial services career in 1997 with Morgan Stanley. West began working in the industry in 2001 with Citigroup/Smith Barney, and became a financial advisor in 2004. He remained with the firm after it was acquired by Morgan Stanley in 2009. Schultz interned with Smith Barney while he attended the University of Colorado, and joined full-time after he graduated with a BS in finance. He became a financial advisor in 2011.

Bellecapital International, the SEC-registered business of Switzerland-based Bellecapital Holding, made two hires for its US team in Zurich. Jared Metzger joined as a portfolio manager from Bank of America while Jeff Sullivan joined on the client side from Credit Suisse.

Metzger began his career as an equity analyst at William O’Neil & Co and then worked at United Universal, focused on private equity transactions. In his most recent role at BoA he was responsible for a portion of the bank’s $600 billion discretionary portfolio. Sullivan’s industry experience includes time spent as a private banker at JP Morgan in Chicago, IL, where he managed private and institutional assets. Before joining Bellecapital International, he was a private banker at Credit Suisse, managing assets for UK resident non-domiciled, and European clients.

Raymond James recruited a financial advisor who previously managed around $375 million in client assets at Wells Fargo Advisors to its new Columbia, South Carolina office. While at Wells Fargo Advisors, Preston Convington commanded annual fees and commissions of more than $2.4 million. Joining him are senior investment portfolio analyst Amanda Simconis and client service associate Lindsey Sisk. The trio operate as the Covington Financial Group of Raymond James.

Covington kick-started his financial services career in 1984 with Smith Barney Harris Upham and nine years later joined Johnson Lane, which was later acquired by Wachovia and subsequently became Wells Fargo. Simconis joined the Covington Financial Group as a consultant in 2013. Sisk has several years' experience as a client associate in the financial services industry.

State Street Global Advisors promoted Cyrus Taraporevala, current global head of product and marketing, to a role overseeing all client-and consulting-facing marketing and product functions for its institutional clients. Prior to joining SSGA in April last year, Taraporevala worked with Fidelity Investments, where he led its retail managed accounts and life insurance and annuities business. Earlier in his career, he also spent stints at BNY Mellon Asset Management and Citigroup Global Investment Management. In total, he has more than 25 years' experience in asset management. 

US-listed SunTrust Banks announced a range of appointments affecting divisions including its private client arm. Mark Chancy was named vice chairman and consumer segment executive, reporting to Rogers.  SunTrust Banks merged the mortgage segment with consumer banking and private wealth management. Chancy, who most recently served as wholesale banking executive, leads this expanded segment.

Mortgage banking executive Dorinda Smith reports to Chancy in his new capacity. Hugh Cummins was named wholesale segment executive, succeeding Chancy and reporting to Rogers. Cummins most recently led the commercial and business banking line of business, and previously led SunTrust Robinson Humphrey, the company's investment banking unit. Thomas Freeman was named efficiency and strategic partnerships executive, reporting to Rogers.  He has been leading consumer banking and private wealth management. He spearheads initiatives to improve SunTrust's efficiency and evaluate further Fin Tech alliances. Jorge Arrieta, general auditor, functionally reports to Rogers, while maintaining his primary reporting relationship to the audit committee of the coard. The company's internal Audit function works closely with business lines and functions to ensure executional excellence.

A senior Goldman Sachs official involved in the bank's dealings with Malaysia's scandal-hit investment fund, 1MDB left the firm. Toby Watson, one of the bank's partners who solicited business from 1Malaysia Development Berhad, departed from the Wall Street giant. Watson headed the Hong Kong branch of a trading desk within Goldman Sachs called Principal Funding and Investing, which participates in complex fundraising.

Three advisors from UBS and Morgan Stanley joined forces to establish Houston, TX-based Icon Wealth Partners. Founding partners Mark McAdams and Steve Schwarzbach (from Morgan Stanley) and Blake Pratz (from UBS) managed around $750 million at their former firms. Also from UBS, Ricardo Mihaly joined as senior director of planning and investments, along with senior client relationship managers Cindy Pickett and Jennifer Moore. Senior client relationship manager Annette Latigue moved over from Morgan Stanley.

New York-based wealth advisory firm Offit Capital appointed Will Dixon as director of portfolio strategy. Prior to joining Offit Capital, Dixon, since 2011, was director of public investments within the investments office at Memorial Sloan Kettering Cancer Center in New York. Prior to that, he was an executive director at UBS, and earlier in his career spent seven years as a senior investment analyst at Tewksbury Capital Management in Bermuda.

PivotalPath, a New York-headquartered consultancy advising clients on more than $7.0 billion of hedge fund assets, appointed Josh Vogelstein Ph.D, a Big Data and machine learning expert, to its advisory board. The advisory board influences the firm’s academic foundations and turns opinions into facts that PivotalPath can put to use to enable investors to get real-time hedge fund information and other data.
Buckley Wealth Management launched as an independent advisory firm in Las Vegas, NV, through Dynasty Financial Partners. Founding partner Brian Buckley left Morgan Stanley Wealth Management, where he previously managed $600 million in client assets, to establish the RIA. His title at Morgan Stanley was executive director, wealth advisor, senior institutional consultant and senior portfolio management director.  

Talara Capital Management, a real asset investment firm with family office clients that develops upstream oil and gas properties, appointed Jeff Gutke as managing director of its private investment leadership team. Gutke was formerly a director at Boston-headquartered Denham Capital, an energy and resources capital equity firm. He also held a position operating assets at ExxonMobil. Gutke has a background in production optimization and has primarily focused on sourcing, managing and exiting oil and gas investments.

Boston-headquartered State Street Global Advisors appointed Olivia Engel to the newly-created role of deputy chief investment officer for its global active quantitative equities (AQE) team. Engel was head of AQE at SSGA for the Asia-Pacific region, and relocated from Australia to Boston to take up her new role in March this year. Before joining SSGA six years ago, she held senior-level investment management roles at GMO, Colonial First State Global Asset Management and Commonwealth Investment Management.

Calamos Investments, the global investment management firm, appointed Michael Grant to manage the firm's portfolio of US growth strategies worth around $2.3 billion. Grant, a senior vice president with 30 years of industry experience, joined Calamos in 2015 after it acquired his firm, Phineus Partners. 

Citi Private Bank appointed Stephen V Prostor to its New York team as a private banker with a focus on financial sponsors such as private equity firms, reporting to Ida Liu, global market manager at Metro NY. Previously, Prostor was head of Citi Private Bank Sponsor Finance in North America and head of syndications for the private bank. In this role he managed the origination, structuring, underwriting, syndication and portfolio management activities of the bank’s global subscription lending business in North America.

US-based Aquila Investment Management named Nimo Rijhwani as regional sales manager based in Phoenix, AZ. He is Aquila’s primary contact for Arizona-based financial professionals interested in implementing a tax-free municipal bond strategy within their clients’ portfolios.

The Global Impact Investing Network, an organization drawing together practitioners seeking to drive certain outcomes via investing, appointed a new chairman, Mark Grier, taking over from Antony Bugg-Levine, who has held the role for seven years. Grier, who has been named board chair, serves as vice chairman of US-based Prudential Financial.

Raymond James & Associates, the traditional employee broker-dealer of Raymond James, welcomed a group of financial advisors in Mt Laurel, NJ. The team is called the SSG Executive Advisory Group and includes: senior vice president of investments and managing director, Todd Sherman; SVP of investments, Jason Sobin; vice president of investments, Michael Francisco; senior financial planning consultant, Brian Baskin; senior registered service associates Denise Donahue and Donna Vickers; and business practice coordinator Katherine Wright.

BNY Mellon Wealth Management appointed Garrett Alton to head up its business development efforts in the US central region. Since joining the firm in 2009, Alton led business development teams in Atlanta, GA, and the Mid-Atlantic region. In his new Chicago, IL-based role, he oversees sales teams and other efforts across Chicago, Pittsburgh, PA, and Ohio, reporting to central region president, Andy Paterson.
Cannacord Genuity appointed Don MacFayden as an executive vice president and chief financial officer, and named Adrian Pelosi executive vice president, chief risk officer and treasurer.

MacFayden has been a member of the firm's internal and external financial and tax reporting teams for many years. He served as CFO of the firm's US operations from 2007 to 2012 and became senior vice president of finance in the latter year.  Pelosi joined the company in 2007 and since 2008 has held a variety of roles that involved increasing responsibility within the group's risk management operations. From 2014 to 2016, he acted as senior vice president and head of internal audit. In addition to the above appointments, Nick Russell, CFO of Cannacord Genuity's UK and Europe capital markets subsidiary, assumed the additional role of senior vice president of finance for the entire group. All of the appointments followed the resignation of Brad Kotush, former chief financial and risk officer.

Pinnacle Investments, a hybrid RIA, appointed Robert Beck as a financial advisor in Philadelphia, PA. Beck has over 25 years of industry experience (his former firm is unknown) and works with high net worth individuals and families, as well as corporate clients.

Stroock, the US law firm, added Kevin Matz to its New York-based personal client services group. Matz, who joined as a partner, previously managed his own practice for eight years and is joined in his move to Stroock by associate Kadeen Wong.

RBC Wealth Management welcomed financial advisors Steven Culbert and Mark Smith in Minneapolis, MN. Culbert and Smith both joined RBC from Merrill Lynch, and together brought $145 million in assets under administration. They have 13 and 11 years of industry experience, respectively, and were oined by Nathan Conery, an investment associate.

Miguel López de Silanes Gómez joined Family Office Exchange, the peer network for ultra-wealthy families, as market leader for Europe and Latin America. de Silanes Gómez, who is based in Madrid but spends half his time in Latin America, most recently served as family office director for a large European real estate family, focused on investments and family education. Before that, he worked at UBS Wealth Management in New York, Chile and other locations in Latin America. He began his career at Bain & Company as an associate consultant, based in London and Madrid.

A well-respected figure in the North American wealth management industry, C. Steven Crosby, who was a senior had been at PricewaterhouseCoopers in New York for more than 12 years, died, aged 65. Mr Crosby, of Westport, Conn, was prominent in PwC's thought leadership, such as the organization's private banking/wealth management survey, and was a regular commentator on broadcast and print media. He was also one of the principal authors of PwC thought leadership including the PwC Global Private Banking/Wealth Management Survey and Wealth Management Infrastructure Survey.

---

Asia-Pacific
Kathryn van der Merwe joined ANZ as group executive of talent and culture from Bain & Company. In her most recent role at Bain, van der Merwe was expert vice president for the firm’s results delivery practice in the Asia-Pacific region. At ANZ, she is responsible for leading the human resources function and serves as a member of the group executive committee, reporting to chief executive Shayne Elliott.

Sun Life Hong Kong appointed Fabien Jeudy as its new chief executive. It also appointed Belinda Au as general manager, distribution and marketing, based in Hong Kong, and Belinda Luk as general manager for wealth and pensions in Hong Kong. These appointments were newly created roles. However, there was formerly a CMO, Jeremy Young, who moved across to head up marketing at the firm's regional office. SLHK has put the CMO responsibilities under Au's new remit.

Harvest Global Investments, the Chinese and Asian markets asset manager, made a splash of hires around the world. Ruiqi Wang joined from Deutsche Bank as executive director and head of China sales. She is based in Hong Kong. Yuki Nishio, formerly of Mirae Asset Daewoo Securities, was appointed as vice president and head of Japan and Korea sales. Nishio has over 10 years of experience covering corporate and institutional clients and is also based in Hong Kong. Rounding off the appointments, Joyce Lui  was named as vice president for marketing and business development. Based in Hong Kong, Lui coordinates marketing and communications activities with the firm's global sales teams, and also liaises with media and PR agencies.

Meanwhile, Sirinda Flik joined as regional business development manager, focused on European clients and based in London. Flik has eight years of experience in the asset management industry, including time spent at Legal and General Investment Management and Willis Towers Watson. Across the pond in New York, Angela Wang joined as vice president of business development to focus on distribution for US clients. Wang has over eight years of experience in institutional sales and previously worked at HGI in London, as well as at BOCI and BoA Merrill Lynch in Hong Kong.

Rounding off the appointments, Joyce Lui was named as vice president for marketing and business development. Based in Hong Kong, Lui will coordinate marketing and communications activities with the firm's global sales teams, and also liaise with media and PR agencies.

Canaccord Genuity Wealth Management appointed David Scammell as a business development director, based in the UK, with a remit to drive business in Southeast Asia. He joined the international sales team. Scammell has more than 17 years’ experience as a wealth management professional and previously worked at Brooks Macdonald International.

Credit Suisse made two senior hires to its private wealth group in India. Inigo Mendoza was named as head of private banking for India, while Singapore-based Balakrishnan Kunnambath now oversees the business in addition to his existing portfolio. Kunnambath, also head of private banking market for the non-resident Indian (NRI) Asia-Pacific and Indian sub-continent regions, took the reins from Mendoza, who has for a year overseen the business alongside other duties.

Franklin Templeton Investments, the US-headquartered firm, appointed Adam Quaife as regional head of Southeast Asia and co-chief executive for Singapore. Previously, Quaife led the firm’s retail and institutional operations in Central and Eastern Europe and the Middle East. In the new position he took the helm from Stephen Grundlingh, who moved to California to a newly-formed role as channel head of institutional strategy. Quaife reports to Mark Browning, managing director for Asia-Pacific. As part of the change, he relocated to Singapore from Dubai.

Australia and New Zealand Banking Group appointed Jennifer Kusuma as senior Asia rates strategist, reporting to Khoon Goh, ANZ’s head of Asia research. Kusuma previously worked at BNP Paribas, the Paris-listed banking group, where she was a strategist covering foreign exchange and interest rates, with a focus on currency and fixed income on Southeast Asian markets. Prior to that, she was Asian rates strategist at Standard Chartered Bank, covering Asia ex-Japan. She provides analysis and insights on fixed income markets within Asian markets as well as formulating strategies and executable trade ideas, with a particular focus on Indonesia, Malaysia and Thailand. She is based in Singapore.

Insight Investment, a global investment manager, made a senior appointment in Australia, naming Rob Thompson as head of advisor distribution. Thompson was previously head of distribution at PM Capital, and has held similar roles at Perpetual and Macquarie Bank.

BNY Mellon Investment Management named Denis Gambi as director of institutional business for Australia. Gambi provides investment-related services to the firm’s institutional, corporate, government and ultra-high net worth clients. He reports to Phil Filippelis, country head for Australia.

Impact Investing Australia, the organisation set up in 2014 to promote this form of money management, saw the departure of chief executive Daniel Madhavan. He was at the group since October 2014. Previously, Madhavan had worked for 12 years at wealth management firm JBWere, holding roles including those of chief operating officer and acting CEO. His role is not being replaced.

Union Bancaire Privée appointed a chief operating officer in Singapore following the resignation of Jeff See. The firm changed its operating model by appointing COOs for Hong Kong and Singapore. The two new COOs were Stephane Kiefer in Hong Kong and Michael Moncarz in Singapore. They both report to Ian Cramb, group COO, and Michael Blake, chief executive of private banking in Asia. Kiefer was previously chief operating and risk officer at CIC in Hong Kong, while Moncarz was managing director and head of financing and FI-FX operations for Asia-Pacific at Natixis.

Union Bancaire Privée also appointed Febby Avianto in Singapore as market head, Southeast Asia, responsible for growing its Indonesian business. In this role, Avianto reports to Ranjit Khanna, market head, South Asia and NRI Asia and Middle East. Previously, Avianto was a managing director at Falcon Private Bank in Singapore

SANNE, an international provider of outsourced alternative asset and corporate administration and reporting services, appointed Valérie Mantot, director, SANNE in Asia, and Ching Yng Choi, head of Asia at ALFI, as co-chairs of the newly formed Association of the Luxembourg Fund Industry (ALFI) Singapore Working Group. Mantot was previously chair of the ALFI Dubai Working Group for more than five years. Choi had headed the ALFI Asia representative office for the last six years, chairing the ALFI Hong Kong Working Group and co-chairing ALFI TA & Distribution Forum Asia, out of Hong Kong.

Credit Suisse gave Young Jin Yee the additional role of chief executive of its philanthropic foundation, SymAsia. Young, who also serves as market group head for Singapore, took over from Benjamin Cavalli, who has held the role since 2014. Cavalli decided to step down to focus on his additional responsibilities as Singapore CEO. Cavalli is Credit Suisse’s Singapore CEO, as well as head of private banking for Southeast Asia, and head of Singapore location for private banking.

LGT added to its Singapore senior management team with the hire of Elizabeth Hart, formerly chief executive at Rothschild Wealth Management. Hart was previously at Rothschild for 12 years and starts her position as managing director at the beginning of March. This follows on from the Liechtenstein bank's purchase late last year of ABN AMRO's wealth management business in Asia.

Guernsey Finance, the body that promotes the island’s financial sector, appointed Christopher Chan as its first Hong Kong representative, highlighting how IFCs are making a push into Asia. Chan has worked in Hong Kong’s financial and corporate services sector for the past six years, with a particular focus on business development.

Australia and New Zealand Banking Group appointed a chief investment officer for its Australian wealth management arm and a chief information security officer. The bank appointed Mark Rider as chief investment officer for wealth Australia. Rider has been at the lender since 2013, when he joined as head of investment strategy and asset allocation. Previously, he spent 16 years at UBS in senior economics and global asset management roles. Before that, he spent 10 years at the Reserve Bank of Australia as an economist. Rider succeeded Stewart Brentnall, who left ANZ to take up another senior CIO opportunity in the Australian industry.

The chief executive of Maybank Asset Management left the Malaysia-based firm. He had served as member of the board of directors for Maybank AM Group. The group serves ASEAN markets in Malaysia, Singapore and Indonesia. Nor Azamin’s time at the firm dates back to 2013, when he was appointed as a non-independent non-executive director of Maybank Private Equity.
 
Credit Suisse's private bank made a quartet of appointments in Asia. Pauline Or joined in January this year as a director for the Hong Kong market at Credit Suisse. Prior to this, she was a relationship manager at Deutsche Bank's private wealth management arm, working there for six years. She has more than 20 years’ experience in Hong Kong's private banking sector.

Vincent Chan joined as a director and team leader in the China market. He has more than 20 years’ experience in private banking and corporate banking. Before joining Credit Suisse, he was a director and team head with Bank of China international private banking for six years. Chen Yu Ling joined as a director and senior relationship manager for the Hong Kong market. She joined from Barclays Wealth where she was a director and senior private banker for three years, and has 18 years’ experience in private banking in Hong Kong and Australia. Doris Sze joined as a director and senior relationship manager for the Hong Kong market. Before joining Credit Suisse, she was a director in Bank of China private banking.

Indosuez Wealth Management in Hong Kong appointed Stanley Yeo and Radhika Jasuja as senior directors. Yeo has more than 10 years of private banking experience. Previously, he was with ANZ Private Bank, working in both Hong Kong and Australia. Jasuja previously worked at BNP Paribas Wealth Management in Singapore and Pictet & CIE Banque Privee in Hong Kong for over 10 years as a private banker. Jasuja and Yeo took up newly created roles at Indosuez.

The firm also named Arjan de Boer as head of markets and investment solutions in Hong Kong. de Boer is responsible for the firm's product and service offering in Asia, as well as overseeing the markets and investment solutions teams in Singapore. He reports to Antoine Candiotti, chief executive of Indosuez Wealth Management in Hong Kong, and to the head of markets and investment solutions in Geneva. de Boer began his financial career at Hollandsche Bank Unie, and has also worked at ABN AMRO Private Banking and ANZ.

The former chief operating officer at CIC in Hong Kong was named to the same role at Union Bancaire Privée in the city-state. The new COO is Stephane Kierfer. He reports to Ian Cramb, UBP’s group COO, and Mike Blake, CEO private banking Asia. Kierfer previously held roles at Banque Privée Edmond de Rothschild, Hong Kong and Societe Generale Private Banking, Societe Generale Hong Kong.

Reto Marx, regional head for financial intermediaries in Asia-Pacific at UBS Wealth Management and based in Singapore, is heading to Switzerland, the bank said. He has spent almost 20 years in Asia.
Australia-based robo-advisor firm Ignition Wealth created a new division to support its XPLAN financial planning solution, and appointed Rob Corben as head of advice to lead this business area. The firm, located in Sydney, joined forces with XPLAN customisation specialists PlanFocus to form the new division that Corben leads.

Aviva Investors named Stuart Ritson as head of Asian rates and forex, boosting the firm’s emerging market debt offering in the region. Ritson relocated to Singapore and reports to Liam Spillane, ‎head of emerging market debt. He has worked at the firm since 2007 and also serves as portfolio manager for local currency and blended EMD strategies.

Global auctioneers Christie’s appointed Dr Dirk Boll as president for Europe, Middle East, Russia and India. He took over from Guillaume Cerutti, chief executive, who previously held the president role. Dr
Boll joined Christie’s in 1998 in London before moving to Germany to head its Stuttgart office. In 2004, he transferred to Zurich to become managing director of the region before being promoted in 2011 to MD, continental Europe, relocating to London. In this role he has run all the offices in the region including in the Middle East, Russia and India.

Old Mutual International, part of Old Mutual Wealth, named a new chief executive in Singapore, Ian Kloss, taking the helm from Steve Hickman, who left the firm to pursue other opportunities. Kloss was at Old Mutual International from 2014, taking on the role of an area sales manager in Hong Kong. An expat from the US, he is credited with raising awareness of the problems US citizens living abroad have in managing pension savings.

Emma Gray joined ANZ as chief data officer, responsible for the bank’s data strategy including how it is defined, gathered, managed and protected. Based in Sydney, Gray works with other teams across ANZ. Gray was previously chief loyalty and data officer at Woolworths, having previously been a partner at US consulting firm Bain & Company. Besides her commercial experience, she has an MBA from Harvard Business School and is on the board of the Melbourne Business School Centre for Data Analytics.

Evercore, the investment banking and wealth advisory house, ramped up its Asian investment banking business with a new Tokyo office. The firm also bolstered a cross-border mergers and acquisitions partnership with an Australian firm. New York-listed Masuo Fukuda joined its investment banking business as senior managing director, given the task of setting up an office in Tokyo. Evercore has had a cross-border alliance with Japanese financial group Mizuho since 2006. Fukuda was latterly co-head of the investment banking group at Mizuho Securities. He was previously the global head of M&A at SMBC Nikko Securities and, prior to this role, head of investment banking at Sumitomo Mitsui Financial Group.

International offshore law firm Carey Olsen added Andrew Tually to its Singapore office, a move designed to meet increased demand for corporate and financial legal services. Tually joined the firm in 2007, having worked as in-house counsel for an insolvency practice in Australia.