Press

3 February 2015

Singapore Based Wealth Advisory Firm Names Industry Luminary As Deputy GM

Published by WealthBriefingAsia – 3rd February 2015

Singapore-headquartered Professional Investment Advisory Services, or PIAS, has appointed Joseph Kwok as deputy general manager and head of product strategy. Kwok has worked in a number of roles at firms including UBS and JP Morgan.

Kwok has more than 15 years of experience within the wealth management industry. He has held senior management roles including executive director with JP Morgan Private Wealth Management; managing director/chief investment officer of Platinum Capital Management (Asia); director, advisory consultant, North Asia, UBS; and head of investments and advisory, wealth management with Standard Chartered Consumer Bank, Singapore.

3 February 2015

Fidelity’s Liu to retire after 27 years

Published by InvestmentWeek – 3rd February 2015

Fidelity’s South East Asia fund manager Allan Liu is to retire later this year after 27 years of running active funds.

The manager previously stepped back from running the group’s onshore £1.8bn South East Asia fund in 2013, handing it to Teera Chanpongsang.

Liu is now to relinquish lead fund management responsibilities on the group’s offshore South East Asia fund on 1 March, ahead of his retirement in June.

3 February 2015

Nikko AM adds four to global sales team

Published by AsianInvestor – 3rd February 2015

The Japanese fund house has hired from BNY Mellon, Citi and Invesco to fill newly created roles, as it seeks to build out its international business.

Tokyo-based Nikko Asset Management has named a quartet of senior executives to newly created posts in its institutional sales and marketing team across Japan, the UK and the US.

30 January 2015

Global Head Of Client Experience At Barclays’ Wealth Arm Leaves

Published by WealthBriefingAsia – 30th January 2015

Anne Grim, who has been head of global client experience at the wealth arm of Barclays since 2010, has left the firm, this publication can exclusively report. Her future career plans at this stage are unknown.

It is understood that the global client experience arm of the bank is being realigned and Grim will not be replaced.

28 January 2015

Former ANZ NRI banker moves to BNP Paribas Wealth Management

Published by AsianPrivateBanker – 28th January 2015

In a bid to bolster its frontline and tap a market of investors with US$2.1 trillion in wealth, BNP Paribas Wealth Management hires a former ANZ non-resident (NRI) banker to its team.

Sunita Malik joins the French leader as a relationship manager covering Indian markets based in Singapore. She will report to Akshay Jaitley, managing director and NRI head of North Asia, also based in Singapore.

27 January 2015

Sri Lankan president names Emirates NBD Wealth Management CIO as central bank head

Published by AsianPrivateBanker – 27th January 2015

Asia’s private banking community can relish in the fact that one of its very own lends a hand to head Sri Lanka’s central bank, following the storied rise to presidency of common opposition candidate, Maithripala Sirisena.

Former HSBC Private Bank chief strategist, Arjuna Mahendran, will join the Sri Lankan government as its new central banking head. Mahendran will be greeted with familiar faces as he had held multiple senior positions with both the Sri Lankan central bank and ministry of finance.

27 January 2015

Capital Group hires former Morgan Stanley Investment Management Hong Kong Head of Sales

Published by AsianPrivateBanker – 27th January 2015

In an effort to bolster its coverage of institutional and financial intermediary relationships, including private banks, Capital Group hires a former head of Hong Kong sales from Morgan Stanley’s asset management arm.

Stanley Chan joins the American asset manager as a relationships manager, responsible for expanding Capital Group’s institutional and financial intermediary relationships in Hong Kong. Previously, Chan worked for the likes of Morgan Stanley Investment Management, Wellington Global Investment Management and Merrill Lynch Investment Managers.

23 January 2015

UBS Global AM hires Koo from HSBC GAM

Published by AsianInvestor – 23rd January 2015

The Swiss bank’s asset management unit has appointed industry veteran Julie Koo in a new role as head of international distribution for Asia Pacific.

23 January 2015

Bank of Singapore snaps up ex-Coutts NRI banker

Published by Asian Private Banker – 23rd January 2015

Singaporean private bank, Bank of Singapore, adds to its non-resident Indian (NRI) team, adding a former Coutts banker to its roster.

After almost two years with Coutts, Rohit Punjabi moves to Bank of Singapore as a senior wealth management director. Based in the Lion City, Punjabi reports to Nikhil Advani, who heads the NRI team in Singapore.

22 January 2015

Standard Chartered’s Private Bank Adds To NRI Offering

Published by WealthBriefing Asia – 22nd January 2015

Standard Chartered Private Bank, part of UK-listed Standard Chartered, has confirmed that a banker working in the non-resident Indian space has joined the firm in Hong Kong.

Prior to joining Standard Chartered, Nitin Birla had been executive director and team head at Bank of China International in Hong Kong and also had spells with both RBS Coutts and Barclays Wealth (as the wealth arm of Barclays used to be known).