People Moves

Latest News for People Moves

• September 7, 2010 - BofA Merrill Lynch Appoints New Head Of Asia Pacific Wealth Management From UBS
  

  Bank of America's Merrill Lynch has appointed Michael Benz from UBS as its new Asia Pacific head of wealth management, taking over from Antony Hung, who is stepping down from the role as previously reported. As head of .

• September 7, 2010 - Credit Suisse Names New Asia-Pacific CEO
  

  Credit Suisse has named one of its existing top managers, Osama Abbasi, as chief executive of the Asia Pacific region and a member of the executive board of the Zurich-listed bank, reporting to CEO Brady Dougan, effective from 1 October 2010.  The current regional CEO, Kai Nargolwala, will take on the new role of non-executive chairman of Credit Suisse Asia Pacific on the same date, Credit Suisse said.

• September 3, 2010 - Equity Trust Hires Private Client Specialist For Hong Kong Branch
  

  Private client specialist Karen Choy has joined the Hong Kong office of Equity Trust as its new head of trustee services. Choy has extensive experience in the financial services industry, with a particular focus on wealth management solutions for high net worth clients.

• August 31, 2010 - UBP Ushers In New Asia CEO
  

  Union Bancaire Privee has appointed Lawrence Lo as chief executive and head of sales for Asia ex-Japan for its asset management unit. Lo brings almost 35 years of experience in asset management to the company.

• August 26, 2010 - Ex-Morgan Stanley Asia CEO Joins Nikko AM
  

  Nikko Asset Management has bolstered its global branding strategy with the recent hire of Blair Pickerell as head of Asia and global chief marketing officer. Pickerell brings over 25 years of business experience in Asia and was most recently chief executive, Asia for Morgan Stanley Investment Management.

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Latest Features for People Moves

• September 2, 2010 - Executive Moves - August 2010
  

  North America JP Morgan Asset Management named Michael O'Brien to the newly created role of global head of institutional client group. He reports to chief executive Mary Callahan Erdoes. Prior to this position, O Brien was head of the institutional investment management division of BlackRock.

• August 4, 2010 - Executive Moves - July 2010
  

  UK Mark Atherton left the Birmingham branch of Rathbone Brothers, the UK based private wealth and investment management firm. John Lamb Partnership, the London-based IFA, named Campbell Edgar as head of private clients, a role in which he will oversee an eight-strong team of financial planners. He joins the firm from Andersen Charnley, where up until April of this year he served as consultant director within its City division.

• March 3, 2010 - Executive Moves - February 2010
  

  US BNY Mellon Wealth Management hired Michele Bucklin as a sales officer based in Seattle, reporting to Nancy Pellegrino, regional president for the Pacific Northwest. Prior to joining BNY Mellon Ms Bucklin was a private wealth advisor and portfolio manager at Wachovia Securities and led a team that managed $250 million in client assets. New York-headquartered Fiduciary Trust International named Gail Cohen, executive vice president and general trust counsel, and Mackintosh Pulsifer, executive vice president and chief investment officer, as vice chairpersons of the firm.

• February 2, 2010 - Executive Moves - January 2010
  

  North America CitizensTrust, the wealth management division of California-based Citizens Business Bank, hired William Zaleski as manager of trust services. He reports to Chris Walters, executive vice president of the bank and head of CitizensTrust. Mr Zaleski was most recently a senior wealth advisor at Dubuque Bank & Trust.

• November 2, 2009 - Executive Moves - October 2009
  

  UK Robin Budenberg has been named the new chief executive of UK Financial Investments, the government agency in charge of the holdings in bailed-out British banks. He joins from UBS, where he is currently responsible for senior UK client relationships. He is replacing John Kingman as UKFI head.

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