Posted inPeople Moves

People Moves – January 2025

Here is a digest of significant wealth and asset management appointments, promotions and departures during the previous month.
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Senior exits at Citi Private Bank

Global head of Citigroup’s private banking business, Ida Liu, and Apac head of investments Roger Bacon are among the departures.

Carlyle names Apac global wealth head

The US investment firm has tapped Brad McCarthy from Citi.

Sung Kung Hai & Co hires sales director from Value Partners Group

Lincoln Chan has been hired as director at Sun Hung Kai Capital Partners.

Arjan de Boer exits Indosuez WM

The wealth management veteran has left the firm following a restructuring.

Coller Capital opens Singapore office

Peter Wu joins the private market secondaries specialist as CIO.

Former BNP Paribas banker joins Nomura

Germane Wee was most recently managing director at Nomura International Wealth Management.

Azalea unveils leadership succession

The Temasek-owned private equity firm has chosen Chue En Yaw to take over from Margaret Lui as CEO.

JPMAM bolsters Hong Kong fund distribution leadership

The US asset manager has appointed Supreet Bhana as new intermediary business head.

T. Rowe Price adds to distribution team in Asia

T. Rowe Price has hired Juliette Lim and Timothy Cheung to strengthen its distribution team in the Asia ex Japan region.

UBP appoints Philippines market head

Jamian Lai joins from Headline Asia, where he was most recently venture partner and head of investor relations.

Yap resurfaces at Hong Leong Bank

Jeffrey Yap was most recently head of investments and wealth solutions for southeast Asia at HSBC Global Private Banking and Wealth.

Macquarie AM names managing director to boost SE Asia business

Gabriel Ho has joined the Australian asset manager from Dymon Asia Private Equity.

Goldman Sachs names head of third party wealth in Apac Ex-Japan

The US asset manager has hired Sabrina Gan from Fidelity International.

Amundi appoints head of responsible investment development

Frank Tsui was most recently with Value Partners, where he served as head of ESG investment and co‐head of client portfolio management.

Fidelity names head of Southeast Asia and Singapore

The US asset manager has promoted Wildon Goh to head of Southeast Asia and country head of Singapore and also appointed two senior roles in its Asia distribution team.

HSBC GBP makes senior Southeast Asia appointments

The private bank has bolstered its southeast Asia team with recent appointments, including Urban Binggeli and Benjamin Wang.

Bank of Singapore makes three DPM hires

The private banking arm of OCBC has appointed a trio of portfolio managers: Ivan Goh, Donovan Goh and Shayna Mok.

Muzinich & Co expands Asia wealth and intermediaries team with BlackRock hire

Pam Hsieh has been hired to develop relationships with intermediaries and wealth managers across Asia.

Eastspring names its first chief economist

The Singapore-based asset manager has hired a Credit Suisse veteran Ray Farris for the role.

Clifford Capital adds asset management business

The Singapore-based firm has also appointed Vidyasagar Pulavarti as chief investment officer for the new operation.

Part of the Mark Allen Group.