People Moves

Executive Moves January 2007

Stephen Harris 6 February 2007

Executive Moves January 2007

Another busy month for wealth management hires, January includes some very big name moves. UK Paul Bateman has been named chairman of as...

Another busy month for wealth management hires, January includes some very big name moves.

Paul Bateman has been named chairman of asset and wealth management for JP Morgan, a new position effective from the end of January, the bank has confirmed.

The new global position will allow London-based Mr Bateman to focus on broader investment product oversight while reducing his involvement in day-to-day management. "This is very much an ambassadorial a JP Morgan spokeswoman told WealthBriefing.

Mr Bateman is currently chief executive officer of global asset management. In his new role he will oversee all retail and institutional money management units and will continue to serve as head of the investment committee for asset management.

Barclays Wealth has appointed Alexis Xenophontos as chief operating officer of its Investment & Product Office.

Mr Xenophontos, who will be London based, will start on 1 February 2007nd will report to the Barclays Wealth’s chief investment officer and head of its Investment & Product Office, Kevin Lecocq.

He joins from the Investment Solutions division of UBS Global Wealth Management & Business Banking, where he was head of quality assurance and risk management in the Portfolio Strategy & Construction unit.

Mark Lund, chief executive of St James's Place has stepped down and will be leaving the group to seek a fresh challenge according to a statement from the UK wealth management group.

The search for a new chief executive will start shortly and in the meantime David Bellamy, who has been the group’s managing director over the last five years, will take over responsibility for the group’s day to day running, supported by FD Andrew Croft and Ian Gascoigne, group sales director.

UK-based investment management and financial services group Smith & Williamson, has appointed Brian Castle as an associate director in its national tax team.

Working with national tax head, Richard Mannion, Mr Castle will provide bespoke research to private client tax services teams in London and the regional offices. He is expert in capital gains tax, inheritance tax, family office and rural wealth management issues.

Prior to joining Smith & Williamson he advised members of the Country Landowners Association and their professional advisors.

Frontier Capital Management has appointed two new business development managers: Alex Wheelan, formerly of Barclays Wealth, will be responsible for northern UK distribution and Andrew Cracknell, who has previously worked with Sarasin Investments and Close Brothers, will work with wealth managers and intermediaries in the Midlands and southern England

Guernsey law firm Ogier has appointed Nick Kershaw as managing partner, taking over from Sarah Fitz, who has had that role since 2000.

Mr Kershaw joined as a partner at Ogier from Clifford Chance ten years ago: for the past five, he has been on the group executive and group strategy boards. He is also chairman of the legal sub-committee of the Jersey Funds Association and was involved in the introduction of the Jersey Expert Fund.

Toby Graham is to join UK-based private client lawyers Farrer & Co as a partner on 5 March 2007. He will lead the firm’s contentious trust practice and joins from lawyers Taylor Wessing.

Farrer & Co has also appointed Russell Cohen to its tax team as a partner. He will join on 1 May 2007.

Jane Kerins has joined Investec Trust (Guernsey) as a client services director in a move aimed at strategically strengthening the senior management team given continuing business growth and the service levels delivered by Investec.

Prior to joining Investec Trust, Ms Kerins was a director at Credit Suisse Trust, heading up the Americas team locally.

Rensburg Sheppards has announced the retirement of Nicholas Bagshawe as an executive director and also as an employee of the group on 31 March 2007.

Mr Bagshawe is 61 and started his career in portfolio management with Kitcat & Aitken and then subsequently with Henderson Crosthwaite, Carr Sheppards Crosthwaite and finally, from May 2005, with Rensburg Sheppards following CSC’s acquisition by Rensburg.

Mr Burns himself is leaving the group in April when Steve Elliot, former chief executive of Carr Sheppards Crosthwaite and current managing director of Rensburg Sheppards, is to succeed him as chief executive.

Inderjeet Hora has joined Merrill Lynch Global Private Client as market director of the European and African non-resident Indian markets, based in London.

He will be responsible for building up Merrill Lynch’s GPC NRI business in Europe and Africa and will work closely with NRI market directors in other key locations.

Mr Hora joins from Citigroup’s NRI business, where he held a number of roles in both London and India, most recently as segment head for high net worth clients.

Merrill has also appointed Aseem Arora as market managing director for the Asia Pacific NRI Market. Based in Singapore, Mr Arora will drive Merrill Lynch’s expansion into the NRI market in Asia Pacific and oversee the NRI business in the region, most notably Hong Kong and Singapore, where there is a significant NRI presence.

Mr Arora joins from Citibank Singapore where he was the area director for Asia Pacific, NRI business, Global Consumer Banking.

They will both report to Rahul Malhotra, head of Merrill Lynch GPC India.

Jersey-based Horizon Fund Management has appointed Mark Rondel as sales and marketing director.

He joins from ABN Amro Bank, where he was relationship manager for local, UK and Swiss intermediaries.

Mr Rondel has also worked at Kleinwort Benson and Bank of Scotland, where he had responsibility for business development for its treasury unit, before taking up a position with ABN Amro in early 2005.

Horizon Fund Management is an independent fund company offering a range of funds over a variety of currency classes, with the overriding objective of capital preservation.

Schroders has appointed a team of three investment managers to Schroders Private Bank, Guernsey.

John Bell, Alistair Gates and Mark Tallon, previously of Baring Asset Management, will be responsible for the investment management of client portfolios, reporting to Julian Winser, chief executive of Schroders Private Bank in the Channel Islands.

Global asset manager Threadneedle Investments, has appointed Philip Reed as general counsel, a new role in the firm’s senior management team responsible for its compliance, legal and company secretariat departments.

Mr Reed will support corporate and legal initiatives and bring together a team of 32 professionals from its in-house legal team and compliance department.

He will join Threadneedle on the 29 January and report to Crispin Henderson, managing director.

Mr Reed joins from lawyers Norton Rose where he was a partner specialising in banking, financial services and corporate finance.

Scottish Widows Investment Partnership chief executive Chris Phillips is to join Morley Fund Management, the investment arm of Norwich Union owner Aviva, after three years in charge.

Mr Phillips, who took over at SWIP in December 2003 will leave probably once a successor has been identified "later in the year", according to a statement from Scotland's second-biggest investment manager.

Mr Philips is currently chairman of the ABI investment committee. He was previously chief executive of Royal London Asset Management.

UBS Global Asset Management has hired Paul Marcuse as head of its global real estate business. He will be based in London and will be appointed immediately to the executive committee of UBS GAM, reporting to John Fraser, chairman and chief executive of UBS GAM.

He takes over from James O’Keefe who will continue to be a full-time member of UBS GAM and will be appointed as senior advisor to the Global Real Estate team.

Mr Marcuse has been chief executive of AXA Real Estate Investment Managers since March 2000 and before that worked in Rodamco Group, UBS, BZW and Goldman Sachs.

Credit Suisse has appointed Gita Nayyar as a director and Regional Head for Asia. She joins from Citigroup where she worked for 18 years, most recently as Senior Private Banker focusing on ultra high net worth non-resident Indian clients.

Ms Nayyar previously worked at Citigroup in India in a variety of senior management roles in the global corporate and investment bank.

At Credit Suisse she will have management responsibility for overseeing the entire Asian private banking business for Credit Suisse in the UK and will be focussed on delivery of Credit Suisse’s strategy to develop and grow the current NRI, non-resident Pakistani and other Asian business in the UK.

Sanjay Newatia joins Credit Suisse from Merrill Lynch a where he was responsible for managing the financial needs of ultra high net worth individuals and will focus exclusively on the NRI business.

He joins as a director and desk head for NRI business and will be responsible for providing NRI clients with innovative investment solutions as well as attracting new global NRI clients.

Both joiners will be London based and will report to Tom Slocock, head of international for Credit Suisse’s private banking business in the UK.

London-based media and entertainment specialists Ingenious have appointed Bryan Baughan as an investment director in their private client asset management business.

He joins from Singer & Friedlander, where he was an investment director and senior advisor to the chief executive. He was previously a global partner at Amvescap, managing director of Hoare Govett Financial Services Group and founder managing director of Invesco Private Portfolio Management.

Mr Baughan is the sixth senior investment professional to join Ingenious Asset Management from Singer & Friedlander in recent months. In May 2006 it was announced that Peter Clark, Paul Gibson, Keith Barrett, Gerald Slocock and Victoria Prendergast would all be moving to Ingenious, also to become investment directors.

Edinburgh-based investment management partnership Baillie Gifford has announced that it will appoint three new partners on 1 May 2007. With two retirements this will take the number of partners to 30.

Union Bancaire Privée has appointed Gideon Nieuwoudt as head of alternative investment research for Europe and Asia, and deputy head of alternative investment research.

Mr Nieuwoudt will join UBP London in April. He was formerly senior investment consultant with the investment consulting firm Watson Wyatt, where he had been employed since 2000, first in London and then New York.

Mr Nieuwoudt will report to Stefan Zellmer, global head of alternative investment research, based in New York.

Rothschild has hired Lothar Mentel as head of investment product in its private banking and trust business. He will be responsible for product sourcing and integration.

Mr Mentel joins from Threadneedle Asset Management where he was head of product development and responsible for the development of retail and institutional product for the UK and Europe.

JO Hambro Capital Management has appointed David Rhydderch to the role of chief operating officer.

Reporting to chief executive Nichola Pease, Mr Rhydderch, formerly managing director at Aberdeen Asset Management, will have specific responsibility for business planning, legal and company secretarial, risk, operations, and human resources. He will join in March 2007.

ABN Amro Asset Management has appointed Simon Ballard as credit strategist to strengthen its European Fixed Income team in London.

Mr Ballard, who joins from Arc Securities where he was head of research, takes up the day to day decision making on overall top down credit policy, with responsibility for asset allocation between government bonds, swap related bonds and corporate bonds for the European Fixed Income team.

Investment manager Ashburton has appointed Terry James as a business development executive based in London.

Mr James will work alongside Philip Childs, and will be responsible for generating new business in the UK and developing the Ashburton brand through key strategic marketing and communication initiatives.

He joins from specialist asset management boutique Dawney Day Quantum, where he played a fundamental part in building its profile over the last two years.

A team of four investment managers from Gerrard's Ipswich office have left in favour of private client stockbroker JM Finn.

The team is led by former director of Gerrard Investment Management, Andrew Norman-Butler and includes Patrick Hunter-Jones.

JM Finn hired an all-women investment team, led by Kim Woolmer, from Gerrard in June last year.

Melanie Sattersthwaite has joined SG Hambros from ABN Amro as a senior private banker. At ABN Amro she was responsible for developing UK resident and domicile private clients.

Ms Sattersthwaite has more than 20 years experience in the private client market beginning as a stockbroker with Grieveson Grant/Kleinwort Benson before moving across to relationship management whilst at Credit Suisse.

At SG Hambros, Ms Sattersthwaite will be based in the North East of England.

Steve Elliot, former chief executive of Carr Sheppards Crosthwaite and current managing director of Rensburg Sheppards, is to succeed chief executive Mike Burns in April 2007.

Mr Burns had overseen the merger of Rensburg with Carr Sheppards Crosthwaite, a deal that propelled the enlarged company into the top tier of UK wealth managers.

Mr Burns was chief executive at Rensburg for a decade and is seen as the main person behind the decision to merge with Carr Sheppards rather than be taken over by UK rival Rathbones.

Mr Elliot joined Investec from Firstcorp, formerly Citibank South Africa, in 1989 and has held various roles in the Investec Group including group treasurer, chief operating officer of Investec Bank (UK) as well as head of the UK Finance and Treasury Group.

London-based wealth management specialist headhunter, Alex O’Callaghan, has left Lockwood Gibb, where he had been servicing a number of high profile clients for almost four years.

Mr O’Callaghan will start a new wealth management practice at City executive search firm Stephen Raby, the London partner of the Financial Services Practice Group of Transearch International, in early February.

Citigroup has promoted Sallie Krawcheck as chairman and chief executive of its global wealth management business.

She was previously chief financial officer and succeeds Todd Thomson, who is leaving the company.

Ms Krawcheck will take up her new position once a successor for her present role has been found.

Prior to working at Citigroup, Ms Krawcheck was chairman and chief executive of Sanford C. Bernstein & Co.

UBS has appointed Michael Roberts managing director and head of UBS Trust Services, which comprises both personal and corporate trust businesses.

Mr Roberts joins UBS from Wachovia Bank where he was most recently regional head of Personal Trust, responsible for more than 20 trust offices with assets of $11 billion.

San Francisco-based wealth manager S&Y Asset Management has announced Priscilla Sporl as the firm’s new chief operating officer.

Ms Sporl, who comes to S&Y from a position as vice president of parent firm, investment bank Stone & Youngberg, began her career in venture capital in New York and has developed particular expertise in compliance.

In 2000 she co-founded Best Practice Consulting Group, providing compliance and operational advice to investment advisors, hedge funds and broker-deals.

Baker & McKenzie partner Robert Colvin has left the firm to set up his own practice in Houston, Texas.

Mr Colvin was in the International Private Banking Group of Baker McKenzie focusing on international private clients.

Mr Colvin advises high net worth international private clients and the institutions that service them on international business, tax, estate planning and wealth accumulation strategies through foreign and domestic trusts, life insurance products, private companies, partnership entities and other planning vehicles.

Wachovia Securities has hired high net worth financial advisors Michael Marchi, Gregory Hall and Susan McCarthy from Morgan Stanley.

California-based Mr Marchi has more than $356 million in client assets under management. Mr Hall and Ms McCarthy who are based in Oklahoma City manage $712 million.

In a separate move Joseph Sorok, who manages $250 million in assets, switched his allegiances from the New York office of TD Ameritrade to Wachovia last week.

Lexington Wealth Management has appointed Gary Pomerantz as a managing director, and Adam Kerr as wealth management director.

Mr Pomerantz’s responsibilities will include client counsel and portfolio management. Prior to joining Lexington Wealth, he was an investment advisor and financial planner at Wingate Financial Group.

Mr Kerr will enhance client service initiatives of Lexington Wealth, and he also serves as a member of the Lexington Wealth Management Investment Committee.

Teresa Mullett Ressel has been appointed chief executive of UBS Securities, the US broker-dealer unit of UBS. She will report to the recently-named chief executive and chairman of UBS Group Americas, Robert Wolf.

Ms Ressel joined UBS in 2004 after serving as chief financial officer at the US Treasury Department. She will continue in her current role as chief operating officer for UBS Investment Bank in the Americas.

Mr Wolf, who is also global chief operating officer of UBS Investment Bank, took over as chief of UBS Americas at the end of last year after Mark Sutton’s departure.

Morgan Stanley has appointed Terry Mullany as regional manager of its private wealth management unit in Boston.

Mr Mullany, who joins from Weeden & Co where he had been a senior institutional equity sales trader and a limited partner, will report to Donald Herrema, head of private wealth management for the Americas at Morgan Stanley.

Prior to joining Weeden, Mr Mullany was a sales executive at Wells Fargo.

Comerica Bank subsidiary World Asset Management has appointed Todd Johnson as president. Mr Johnson previously served as managing director of the firm, which has $17 billion in indexed assets under management, and is also the firm's chief investment officer.

World Asset Management was retained in Comerica’s wealth and institutional management division in the sale of Munder Capital Management to its management that closed last month. World Asset Management was an internal division of Munder.

Merrill Lynch has appointed H McIntyre Gardner as head of Private Client Americas in a reorganisation of responsibilities. He will be based in the Plainsboro, New Jersey office and will report to Robert McCann.

Mr Gardner, who will assume the title of senior vice president, will be responsible for overseeing the advisory division, the bank group, the wealth management investment products and insurance group, distribution and business development, and corporate and diversified financial services, according to a recently circulated internal memo.

Previously Mr Gardner was head of Americas and the global bank group, with responsibility for the region's advisory offices and private banking services, including all of consumer and business bank products at Merrill.

HSBC Private Bank in Switzerland has appointed Walter Kiceleff as Sector Head, Southern Cone. Mr Kiceleff will join in March from ABN Amro, and will report to Beatriz Sanchez, Business Area Head - The Americas.

Mr Kiceleff was senior vice president, products and sales for Central Europe, Middle East and Latin America at ABN Amro and was a member of the executive committee running the bank in Switzerland.

Mr Kiceleff has been at the Zurich operation of ABN Amro since 2001 when he was transferred from the Buenos Aires office in his native Argentina.

HSBC has also appointed Norbert Guedj to head up the French desk. Mr Guedj, who started at HSBC on 17 January worked from 1987 to 2004 at Credit Suisse in Geneva, where he was head of the French offshore business.

Stefan Hausherr will take over as head of finance and control in the private banking division of the Zurich-based Julius Baer group from 1 May 2007.

He is a Swiss chartered accountant who worked for KPMG in the audit department for financial institutions until 2001, followed by various posts as he moved up the Clariden group, most recently as chief financial officer and member of the executive board with additional responsibility for market and credit risk and corporate tax.

Mr Hausherr will report to the chief operating officer of Julius Baer Private Banking, Boris Collardi.

Geneva-based independent wealth manager Unigestion has appointed Jean-François Hirschel to the newly-created post of head of global marketing, reporting to chairman Bernard Sabrier.

He joins from SG Asset Management where he was head of marketing and product development.

Barclays Wealth has appointed Philippe Sednaoui to head up its Swiss business, reporting to Gerard Aquilina. He will join Barclays in the spring.

Mr Sednaoui joins from Credit Agricole where he ran its private banking business in Brazil. His new role will be to grow Barclays Wealth’s Swiss business working in coordination with the global business. He will be based in Geneva.

Prior to joining Credit Agricole, Mr Sednaoui was a principal in an emerging market investment firm, which focused primarily on Brazil and Russia. Previously, he was a senior emerging market trader at Bankers Trust and was an international banker at Citicorp.

Luca Soncini has been appointed as a new member of PKB Privatbank’s General Management effective from 1 October 2007.

Mr Soncini, resigned last September from Banca del Gottardo after a career of nearly twenty years covering several important functions (in particular, member of the executive board in charge of Private Banking).

Morgan Stanley has confirmed that Francois Andriot is joining from Goldman Sachs as managing director and chief executive officer of Bank Morgan Stanley, the Geneva private bank, in May 2007.

At Goldman Sachs Mr Andriot was most recently head of the Geneva office. He has also headed up Goldman’s family office business in Geneva. Before joining the wealth management business, he spent 15 years in the Goldman’s fixed income division.

In his new role he will report to Alexander Classen head of PWM, Europe and the Middle East.

Also joining Bank Morgan Stanley from Goldmans as a vice president is Anthony Hanna, a family office specialist.

Sven Spiess will continue in his role as general manager and chief operating officer of Bank Morgan Stanley, and will now report to Mr Andriot.

SG Private Banking has confirmed Daniel Truchi’s promotion to global head of SG Private Banking based in Paris, as earlier reported.

Mr Truchi will also be part of the Société Générale Group Management Committee and will report to Philippe Collas, chief executive officer of Société Générale Global Investment Management and Services which oversees the businesses of private banking, asset management as well as global securities services for investors.

He will maintain his position as regional chief executive officer for SG Private Banking (Asia Pacific).

Alex Fung, as branch manager and chief executive officer of SGBT Hong Kong branch, will be responsible for the day-to-day operation of the Hong Kong office and has marketing responsibilities for North Asia.

Pierre Baer has been appointed branch manager and chief executive officer of SGBT Singapore branch. Mr Baer will be responsible for the day-to-day operation of the Singapore office and has marketing responsibilities for Southeast Asia.

Luke Peng has been appointed chief executive officer of SG Trust (Asia), a related company under the umbrella of SG Private Banking (Asia Pacific).

Chris Vogelzang has been appointed as global head of the Private Clients business unit at ABN Amro with immediate effect. He will report to Wilco Jiskoot who is the main board member responsible for the Netherlands, global clients, asset management and private clients.

Mr Vogelzang replaces Jos ter Avest, who becomes global head of group compliance at the Dutch bank.

Mr Vogelzang was previously an executive in the retail banking business of ABN Amro in the Netherlands.

Former Irish rugby star Brendan Mullin has quit the Dublin-based investment advisory group Quinlan Private to set up his own firm.

He joined Quinlan in 2003 following its acquisition of Powerscourt Capital Partners, an investment firm that Mullin had set up some years earlier.

As business development director for Quinlan, Mr Mullin's role was to raise equity for the group's various investments.

Quinlan Private said Mr Mullin is to leave the company to establish an investment fund focused on public and private equity in Ireland and the UK.

The expansion of Credit Suisse into the wealth management market in Spain has continued with the taking on of two senior staff from BNP Paribas and Banco Santander to work in its asset management business.

Javier Alonso will be deputy at Credit Suisse Gestión, led by Gabriel Ximénez de Embun. Mr Alonso was in charge of the top investment advisor team at BNP Paribas.

The fixed income management team has been strengthened with the appointment of Alba Gutiérrez from Banco Santander.

René Kaselitz has left Frankfurt-headquartered Commerzbank and been replaced by Thorsten Reitmeyer to head its private banking business.

Over 26 years with the bank, Mr Kaselitz had been head of private banking at branches in Nuremburg, Stuttgart and then Frankfurt before taking over as group manager for private banking in October 2005. It was emphasised that the parting had been on friendly terms and at Mr Kaselitz’s request.

Specialist fixed income manager PIMCO has appointed Craig Dawson as head of European Product Management.

He will relocate to Munich from PIMCO’s US headquarters in Newport Beach on a full time basis in mid-2007 and will continue to be responsible globally for PIMCO’s Global Credit products specifically, including investment-grade corporates, high yield, convertibles and bank loans.

Mr Dawson joined PIMCO in 1999, having previously been with the investment consulting firm Wilshire Associates.

Middle East and Africa
Sean Farrell has been appointed chief executive officer of South African RMB Private Bank with immediate effect.

Willie Miller remains chief executive of the FNB Wealth Segment which includes RMB Private Bank, FNB Private Clients and FNB Trust Services.

Mr Farrell has been the chief financial officer of the FNB Wealth Segment since October 2004, having joined Origin in 1998 as a credit analyst and a year later becoming its chief financial officer.

Dubai headquartered global asset management group, Forsyth Partners Global Distributors has appointed Geoffrey Tait as the new global head of Intermediary Relationships.

Mr Tait relocated to Dubai from Forsyth Partners in Jersey where he joined in July 2004 as a sales director responsible for Forsyth’s life company relationships.

Prior to joining Forsyth, he worked for 19 years with Fidelity Investments International.

Stephen Richard Evans has joined Standard Chartered Bank as head of Private Banking, Greater China based in Hong Kong.

He previously headed up HSBC Private Bank in the Middle East. Prior to that, he was with Lloyds TSB in Hong Kong,
Singapore and Dubai.

The appointment is one of several that Standard Chartered has been putting in place at its newly re-formed private banking operation.

Former Barclays Wealth Deputy Chairman Elie Khouri, has joined DBS Bank, the largest bank in Singapore as vice-chairman of DBS Asia Capital.

Although DBS Asia Capital is the investment banking arm of DBS Bank, Mr Khouri told WealthBriefing that his role is significantly wider and involves, amongst other things, the bank’s wealth management activities.

Mr Khouri oversaw the Middle and Far East for Barclays International Private Bank, and was chairman of the operation in Egypt.

According to sources close to HSBC Private Bank in Hong Kong, the team led by Anna Wong that has recently joined from BNP Paribas consists of ten staff in all.

Seven of the team are relationship managers, whilst three are assistants say the sources. Apart from Ms Wong, the names of the team members have not yet been disclosed.

HSBC expects to build its wealth management staff by at least 10 per cent annually according to Chris Meares, who took over as chief executive of the group’s private banking operations at end of last year.

Dutch bank ABN Amro has made a key appointment in one of its traditional offshore markets, Indonesia, as part of its strategy of ramping up its private banking business in Asia.

Rachmat Budiarto, a highly experienced local banker with experience at Citibank and Standard Chartered, has been appointed as head of ABN Amro Private Banking in Indonesia.

His immediate past position was as head of ABN’s private banking business in the Indonesian regional city of Surabaya, a role he has filled since July 2004.

Latin America
Morgan Stanley has hired an additional team of 10 ex Goldman Sachs investment professionals.

The ex-Goldman team brought with it $3 billion in assets to the rival investment firm, according to a Morgan Stanley statement.

Six of the ex-Goldman team will be joining the ex-Lehman team in the group’s new Private Wealth office in Miami; while the other four members will be based in Geneva, to develop the Morgan Stanley’s Swiss Private Banking offering to Latin America.

The new team of six will comprise of three investment representatives and three supporting staff. They will join the team of four ex-Lehman employees announced on Friday last week all of whom will report to Ernesto de la Fe, managing director and head of Latin America.

According to Mr de la Fe, Morgan Stanley’s new Miami office will primarily serve ultra high net worth Latin American clients with $20 million or more in investable assets.

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