May was a busy month in most regions of the world for moves within the wealth management industry.

Switzerland

Former UBS-man Thomas Eggen has joined a fledgling wealth
advisory firm in Switzerland
as a partner and advisor. The new business venture, called Parkview, provides
independent advice to ultra-high net worth entrepreneurial families and clients
in Europe, the Middle East, Africa and Latin America.
It is headquartered in Zurich with an office in New York and plans to open branches in Geneva
and London.

The private banking boss at Banque Privée Edmond de
Rothschild, Sylvain Roditi, will be leaving the Zurich-based bank in the autumn.
Roditi was due to down on 30 September, replaced by Michel Lusa, a senior vice
president and member of the executive committee. Roditi held the titles of
deputy chief executive and vice chairman of the executive committee at the
bank.

The alternative investments chief at Credit Suisse Asset
Management, Ravi Singh, left the firm. Singh was based in New York and led a global team of 440 people
managing SFr140.2 billion ($146.7 billion) of assets. He was also a member of
the firm's asset management committee. Prior to joining Credit Suisse three
years ago, Singh was at Goldman Sachs, where he spent nearly two decades and
retired in 2008.

Saxo Bank appointed Dennis Malamatinas as its new chairman,
replacing Kurt Larsen, who had chaired the board since 2010. Malamatinas, who
had been deputy chair, became a member of the board in 2007. Malamatinas
co-founded Marfin Investment Group in 2007, heading the firm up until this
year, and earlier in his career he co-founded Marfin Bank, going on to become
chief executive. He is also know for earlier having been global head of
Smirnoff Vodka, Burger King Corporation and Priceline Europe. Larsen remains on
Saxo Bank’s board.

Standard Chartered appointed Mark Hirst – latterly of Credit
Suisse – as regional head of private banking based in Geneva, Switzerland,
WealthBriefing can exclusively report. Hirst reports to Jeremy Parish, chief
executive of StanChart in Switzerland.

Hirst joined Credit Suisse to lead the market area for the UK and
International from Deutsche Bank in 2009. At Deutsche, Hirst worked with Middle
Eastern clients.

EFG International recruited senior banker Giorgio Pradelli
to be its new chief financial officer and executive committee member, replacing
Jean-Christophe Pernollet. Pernollet left the firm to “pursue a new challenge
following an appropriate handover period”, it said. Pradelli held a variety of
senior roles, including at Deutsche Bank, as head of private and business
banking in Italy, and head
of business development for the private clients and asset management group in Frankfurt.

Vontobel made two hires:  Alan Zlatar joined as deputy head of group
investment strategy and head of multi-asset investments; Arpad Pongracz took charge
of a newly-formed unit called outcome driven investments. Zlatar was previously
head of portfolio management at Deutsche Bank Wealth Management in Zurich and chief
investment officer at Rued Blass. Pongracz had been head of global balanced
solutions at Union Bancaire Privée and head of total return direct strategies
at Credit Suisse Asset Management.

Jochen Vogler, a former senior manager at Rothschild Bank in
Zurich, joined
boutique wealth management firm Bellecapital in the same Swiss city as
executive director, responsible for managing US clients. He held a similar role
in his previous job.

The chief information officer of Credit Suisse, Karl
Landert, left his job after serving in the role since 2008 and spending an
11-year career at Switzerland’s
second largest bank. David Mathers, chief financial officer and a member of the
executive board, assumed full responsibility for the IT organization in
addition to his current role.

Piguet Galland & Cie named Gérard Haeberli, head of
private banking at Banque Cantonale Vaudoise, the parent group, as new chairman.
Haeberli, who had been head of private banking at BCV since 2009 and will
continue in that role, succeeded Olivier Steimer, who will remain as chairman
of BCV.

North America

Washington
Wealth Management’s chief executive and co-founder Anthony Sirianni
left to pursue “other personal and professional interests,” the firm
said. Robert Bartenstein, who previously served as chief of firm
strategy, replaced Sirianni.

Robert Kaplan, co-chief of the asset management unit at the SEC’s
enforcement division, joined Debevoise & Plimpton as a litigation
partner resident in Washington DC. Debevoise will advise clients on
securities-related enforcement and compliance issues, especially those
involving requirements affecting SEC-registered investment advisors
affiliated with hedge funds, private equity funds, investment companies,
mutual funds and separately managed funds.

Scotiabank brought in Nestor Blanco as head of international private
banking, as part of plans to boost its international wealth business.
Blanco joined in April, according to an internal memo from Cathy
Welling, head of the private client unit. It is not clear if Blanco
replaces anyone in the role.

Philadelphia-based Janney Montgomery Scott took on Thomas Graham as
senior vice president of wealth management within the Washington, DC
branch. Graham brings with him $150 million in client assets. He is the
fifteenth advisor to join this year.

International Planning Group hired Diego Polenghi to lead expansion
in Latin America, which it views as “the number one growth opportunity.”
Polenghi joined from Private Bank of Standard Chartered Bank in Miami,
where he was head of sales for the Americas. In addition, Frank Garcia
and Elizabeth Latorre joined IPG as vice presidents for Latin America.
They joined a team of four producers, all based in Miami along with
Polenghi.

BNY Mellon expanded its Tampa team in Florida, hiring Susan Kubar and
Scott Givens. Kubar joins as vice president, senior fiduciary officer
and Givens joins as senior director, portfolio management. Kubar was
latterly a family wealth advisor at GenSpring Family Offices, where she
worked for five years on cash flow and liquidity analysis, credit and
banking needs, and tax and estate planning.

Houston, TX-based Linscomb & Williams, a fee-based financial
advisory firm, appointed two senior financial planners and one financial
planning administrator. Abigail Gunderson and Ryan Patterson join as
financial planners, while Lauren Bain starts as a financial planning
administrator.

Wilmington Trust continued its push into “dynamic markets” such as
Florida and Washington, DC, hiring Robert Bauchman as president of its
Florida market. Reporting to Jack Sawyer, president of Wilmington’s
Southeast region, Bauchman will oversee wealth advisory operations in
the region. He was previously managing director and head of Wilmington’s
Vero Beach, FL office.

Coral Gables, FL-headquartered Gibraltar Private Bank named Adolfo
Henriques as chairman, president and chief executive. He takes on the
responsibilities from Steven Hayworth, who left the firm.

The Edelman Financial Group appointed Ric Edelman as chief executive,
a role he previously co-held with George Ball. Ball will continue in
his position as chairman.

JP Morgan named Teresa Heitsenrether as the new head of its global
prime brokerage business. The move was unrelated to the loss of more
than $2.0 billion recently reported by the US banking giant, it said.

San Francisco-based Wells Fargo appointed the former managing
director of its financial sponsors portfolio management group, Joseph
Colianni, as senior managing director of banking at Abbot Downing, the
firm's recently-launched ultra high net worth business.

Colianni will oversee a range of services, which as well as checking
and foreign exchange services, includes treasury management services and
interest rate risk management strategies such as swaps, collars and
caps, as well as custom lending.

City National Bank took on Richard Limekiller as a senior vice
president and senior portfolio manager within its entertainment and
wealth management division as part of an "expanded wealth management
focus" in New York.

Limekiller will develop customized investment, asset allocation and
retirement planning for high net worth families, individuals,
entrepreneurs, hedge fund and private equity professionals as well as
professional service firms.

Although he will specialize in equities, he will cover all types of
investment management, reporting to Martha Henderson, head of the
entertainment division.

The alternative investments chief at Credit Suisse Asset Management,
Ravi Singh, left the Swiss bank, a spokesperson for the firm confirmed.
Singh was based in New York and led a global team of 440 people managing
SFr140.2 billion ($146.7 billion) of assets. He was also a member of
the firm's asset management committee. The spokesperson said that a
successor will be named in due course.

Sandy Cove Advisors, the Massachusetts-based multi-family office,
appointed Kate Saltonstall as a partner/chief investment officer.
Saltonstall’s responsibilities include establishing client investment
policies and strategies, including asset allocation, portfolio creation,
and investment vehicle selection.

LPL Financial, the US broker-dealer and a wholly owned subsidiary of
LPL Investment Holdings, appointed Robert Comfort as executive vice
president of business consulting at its institutional services arm.
Comfort will lead the business consulting team responsible for serving
around 680 banks and credit unions to which LPL Financial provides
brokerage, trust and wealth management services.

Cedar Brook Financial Partners, the Cleveland, OH-headquartered
wealth manager, promoted Barbara Pal to client manager. Pal began career
in the financial services industry 33 years ago when she joined Capitol
American Life Insurance, a Cleveland-based insurance company.

RBC Wealth Management added Don Reynolds as senior vice president and
financial advisor to the Fort Worth, TX office, according to Kirk High,
branch director. Client associates Don Reynolds, Carolyn Roy and
Barbara Ramirez also joined.

Oak Hill Advisors, the New York-based investment management firm,
appointed Declan Tiernan as managing director within its London-based
client coverage group. The appointment represented the firm's first hire
of a client coverage specialist for the London office. Tiernan shares
responsibility for managing investor relationships and marketing, and
will focus primarily on investors based in Europe and the Middle East –
regions which the firm said account for about 30 per cent of its $13.6
billion assets.

JP Morgan appointed David Kane as head of its trust and fiduciary and
compliance reporting business, part of the firm’s Worldwide Securities
Services division. Kane has been head of global custody operations since
2006 and is now based in the Bournemouth office. He is replacing Tim
Gandy, who the firm said is retiring.

Philadelphia Financial Group, the insurance firm that offers high net
worth private placements, added fourteen members to its “Alpha
Alliance” - a network of distributors which offer insurance products as
part of an overall wealth management plan for ultra high net worth
clients.

The new members include: John Anderson of Tempewick Wealth
Management; William Dolan of SBG; Allan Goldstein of Goldstein Financial
Group; Robert Hall of Vie International Financial Services; Peggy
Hollander of The Succession Group; H Thomas Hollinger of Newton One
Advisors; JoanAnn Natola of Element Financial Group; Michael Niemann of
Newton One Advisors; Sam Radin of National Madison Group; Iain Scott of
Caledonia Planning Group, and; Howard Sharfman of Schwartz Brothers
Insurance.

Barclays’ wealth and investment management division brought in four
investment representatives for its New York office. Mark Leyton, Zach
Shillingford, Gannon McCaffery and Darin Lauv report to Mark Stevenson,
managing director and regional manager for New York.

Private Bank of California took on Suzanne Dondanville as its new
executive vice president and chief operating officer within the bank’s
Century City, LA office. The firm said Dondanville will “streamline
operations,” improve information technology and oversee facilities and
cash management.

Bank of the West, the US-based subsidiary of BNP Paribas, appointed
Scott Cripps as chief fiduciary officer within its wealth management
group. In his new role, Cripps oversees the group’s fiduciary
responsibilities to its affluent and high net worth clients.

Peter Flavel, the chief executive of private wealth management at JP
Morgan in Asia, relocated from Hong Kong to Singapore as the US lender
seeks to bolster its private banking division in the city-state.

Greenwich, CT-based Fieldpoint Private, the wealth advisory and
private banking firm, further strengthened its New York office with the
addition of Jeffrey Ferraro as a managing director. Ferraro previously
worked within Bank of America’s US Trust unit, where he advised on $1.3
billion in assets for approximately 40 clients. Additionally, Caroline
McGuire - also from US Trust - joined Ferraro as a member service
associate.

Neuberger Berman appointed Patrick Kenefick as a wealth advisor in
its Tampa, Florida, office. Kenefick will focus on the Southwest Florida
area, reporting to Brian Brown, senior vice president and regional
director, who is based in Atlanta and oversees Neuberger Berman's wealth
management efforts in the Southeast US region. Kenefick's position is a
newly created one.

Citi Private Bank appointed Michael Hatch to its Seattle office as
director and ultra high net worth private banker. Hatch will report to
Nancy Pellegrino, head of Citi Private Bank’s Pacific Northwest region.

Nasdaq-listed Susquehanna Bancshares appointed Michael Harrington as
executive vice president and treasurer - a role in which he will lead
the accounting and finance department. Harrington starts his new post in
June, reporting to Drew Hostetter, executive vice president and chief
financial officer.

Chicago’s Northern Trust has brought in Sheldon Woldt to serve as
head of the Middle East – a newly-created role in which he will lead
business growth in this region. Woldt will also work with Europe, the
Middle East and Africa regional management, drawing on the firm’s asset
servicing, asset management and wealth management expertise.

As part of his appointment, Woldt will transfer from Chicago to Abu
Dhabi, reporting to Penelope Biggs, head of the institutional investor
group for EMEA. Locally he will work alongside Michael Slater, head of
the Abu Dhabi office, and Kais Abbas, head of investment business
development.

AllianceBernstein appointed John Weisenseel as chief financial
officer, with immediate effect. Edward Farrell, who has served as
interim chief financial officer since February last year, now returns
full-time to his responsibilities as corporate controller and chief
accounting officer. In his new role, Weisenseel will lead all global
finance and reporting functions, reporting to chief operating officer
James Gingrich.

SunGard, the US financial services technology firm, made two senior
appointments to its wealth and asset management business lines. It hired
Mike Rogalski as chief operating officer, trust and retirement services
for SunGard’s wealth management business. The firm also appointed Fred
Naddaff to its asset management business as managing director of
strategic business development.

Fireman's Fund Insurance Company, based in Novato, California,
appointed industry veteran Lee Roth as the new high net worth personal
insurance executive. Roth most recently served as head of the Private
Client Group for North America at Chartis Insurance. She will be based
in Chicago.

The chief executive of Credit Suisse Americas, Antonio Quintella, was
appointed chairman of Credit Suisse Hedging-Griffo, the firm’s
Brazilian asset and wealth management business. The Swiss bank bought a
majority stake in Hedging-Griffo in 2007. In his new role, Quintella
will relocate to São Paulo and report to Hans-Ulrich Meister, CEO of
Credit Suisse Private Banking, and to Robert Shafir, CEO of Credit
Suisse Asset Management. As a result of the changes, Quintella has
stepped down from the executive board of Credit Suisse.

The Boston Company Asset Management, a Boston, MA-based equities
investment specialist that is part of BNY Mellon Asset Management,
appointed Adam Joffe to the newly-created roles of chief administrative
officer and alternatives director in Boston. As CAO, Joffe will oversee
operations and support service, while reporting to Joseph Gennaco,
president and chief operating officer. He also reports to Bart Grenier,
chairman, chief executive and chief investment officer.

The Financial Industry Regulatory Authority named Robert Colby as
chief legal officer and announced the departure of general counsel Grant
Callery, and Marc Menchel, general counsel for regulation. Callery is
due to retire on 1 October while Menchel will leave on 1 June for
private practice. Colby, who starts his new role on 18 June, will
oversee the corporate and regulatory functions of the office of general
counsel, along with the regulatory policy group, which is responsible
for implementing FINRA’s corporate financing and advertising rules.

US-based Tiedemann Wealth Management appointed Jennifer Mitchell as a
managing director to boost its business development and client
services. She reports to Craig Smith, president of the firm. Mitchell
was most recently managing director at the investment and wealth
management division of Barclays.

Northern Trust named Daniel Lindley to the newly-created London-based
role of managing director, global family and private investment offices
group for the EMEA and APAC regions. He takes on the post on 1 July
this year; he currently serves as president of The Northern Trust
Company of Delaware, a limited purpose trust company in Wilmington, Del,
a position he has held since 2005.

In his new role, Lindley will manage the expansion of Northern
Trust's business with family and private investment offices in Europe,
the Middle East and the Asia-Pacific region, and will have operational
oversight of the group's activities in London and Guernsey. Lindley will
also continue in his role as chief fiduciary officer for Northern
Trust's Guernsey trust company, Northern Trust Fiduciary Services
(Guernsey). Lindley will report to Jeffery Kauffman, chief executive,
global family and private investment offices.

Beverly Hills Wealth Management, the registered investment advisory
firm serving high net worth individuals, families and businesses, hired
Joe Ellison as a senior vice president and wealth management advisor.
Ellison will concentrate on HNW portfolio construction and investment
management.

Citi Private Bank strengthened its law firm group with the
appointment of Michael Sak - formerly of JP Morgan Chase - as vice
president and private banker. At JP Morgan, Sak was most recently vice
president of its private wealth management division, having started his
career within the firm's infrastructure and operations group in 2001. As
vice president/private banker, Sak reports to market manager for the
western region, Kerry Gibson.

John Stoltzfus joined Oppenheimer & Co, part of Oppenheimer
Holdings, as managing director and chief market strategist. Stoltzfus
was latterly senior market strategist at Ticonderoga Securities, where
he provided macroeconomic analysis, market outlook and strategy ideas to
the firm and its clients. In his new role, Stoltzfus will create an
“ambitious publication schedule,”  producing weekly market strategy
pieces as well as additional commentary “as required by the markets.” He
will work with his associate Matthew Naidorf to produce these, and also
work closely with Carter Worth, chief market technician at Oppenheimer
Asset Management, another subsidiary of Oppenheimer Holdings.

Foundation Source, a provider of support services to private
foundations, appointed Adriane Glazier as philanthropic director, based
in Chicago. Glazier will work with donor and family-led foundations
located in the central region of the US on high-level strategic issues.
She most recently ran her own foundation management consulting firm,
working with the Webb Family Foundation and the Lynn Sage Foundation,
for example. She started out her career as a trusts and estates lawyer.
In her new role she will report to Foundation Source's chief
philanthropic officer, Page Snow.

New York-listed Invesco, the asset management firm, hired three
research analysts for its global quantitative equity research team.
Michael Abata, Eric Cheng and Charlie Ko report to director of research
Andrew Waisburd.

Genworth Financial appointed Martin Klein as chief executive on an
interim basis, with James Riepe acting as non-executive chairman of the
board, following the resignation of former CEO and chairman Michael
Frazier.

Private Bank of California made three senior appointments to
spearhead the launch of its Orange County, CA branch office in July. The
new office is the bank’s first site outside of Los Angeles County, CA,
with David Cobb, Joe Mauriello and Mary Chilton at the forefront of its
operations.

Cobb, vice president and regional manager, Mauriello, senior vice
president relationship manager, and Chilton, vice president of banking
operations, will assume responsibility for extending the bank’s presence
across Orange County while reporting to executive vice president Nick
Zappia.

Middleburg, VA-based Washington Wealth Management, took on an
advisory group with $120 million in assets and $1.4 million in revenues
from Wells Fargo. Simultaneously, the firm launched an office in
Woodland Hills, LA.

The former Wells group, called Pacific Point Asset Management,
consists of Ricardo Montejano, team leader, and partners David Yee and
Jeff Mramor. Additionally, Christian Amato, latterly of Morgan Stanley,
joined the team.

Citi Private Bank added Nevada Mohammed - latterly of HSBC - to its
Vancouver office in Canada, as director and investment counselor.
Mohammed will report to Stacy Devine, who is investment counselor head
for the Canada and Midwest US regions.

Perella Weinberg Partners, the US-headquartered global financial
advisory firm, employed Michael McGrath – latterly of Morgan Stanley
Smith Barney - as a partner within its asset management business, based
in New York.

McGrath will work on product development, alongside the marketing
group and portfolio management team, concentrating primarily on
expanding the firm’s presence in the private client market sector.

Charlotte, NC-based Park Sterling Corporation, the holding company
for Park Sterling Bank, appointed H Tuttle as a senior vice president
and wealth management officer, charged with helping to develop the
firm’s wealth management franchise in the upstate region of South
Carolina. Tuttle will operate from Greenville, SC, reporting to Taylor
Stokes, who is senior vice president and head of the wealth management
group.

New York’s BNY Mellon appointed Suresh Kumar as chief information
officer, replacing John Fiore, who has decided to retire in June. Fiore
took over the post of chief information officer in early 2010, having
worked at the bank since 2005. Kumar reports to Kurt Woetzel, who is
both head of global operations and technology and chief administrative
officer.

Asia-Pacific

Coutts hired industry veteran Gary Dugan
as chief investment officer for Asia and the Middle East. He will join in July
and be based at the Singapore offices of the UK-headquartered private
bank. Dugan replaces Norman Villamin, formerly CIO for Coutts in Asia, who is relocating to Zurich and assume a new role as CIO for
Europe. Dugan was previously CIO and also served as acting general manager at
Dubai-based Emirates NBD, a role he started in 2009. 

Coutts also hired Kenneth Sue as Hong
Kong-based head of products and services for Asia, and added seven other senior
executives within the last month. Sue was most recently managing director and head of wealth
management sales across Asia-Pacific for HSBC.

Wilson HTM Investment Group, the
Australian wealth manager, appointed Brad Gale as head of private wealth. He
moved from JBWere, where he most recently served as managing director.

Harper Bernays,
the Australian investment manager, appointed David Ward as a specialist
consultant and philanthropic advisor, having experience with both non-profit
and financial sectors.

Neuberger Berman,
the US-based asset manager, hired Angelia Tonkin as an associate to boost its
distribution and client services offering in Australia. She joins from Hastings
Funds Management, where she worked for eight years focusing on client and asset
consultant service and relationship management.

Tyndall Asset
Management, the Australian firm owned by Japan’s Nikko, acquired smaller peer,
Causeway Asset Management. A team of five investment
professionals will join Tyndall AM from Causeway, with Causeway co-founder Tim
Martin becoming head of alternative assets.

MLC, the
Australian wealth manager owned by National Australia Bank, appointed Paul Fog
to the role of NAB Financial Planning general manager, based in Melbourne. The
role was previously held by Geoff Rogers, who is now MLC sales general manager.
Fog joined MLC in 1999.

SFG Australia, the
wealth management firm, hired John Cowan to bolster its portfolio
administration business. He joined the executive management team from WHK, the
Australian advisory group, where he served as head of financial services for
three years.

Perpetual, the Australian
investment manager, named Mark Smith as group executive for Perpetual Private.
He joined from rival BT Financial, where he worked for 19 years. His most recent
role was general manager bank distribution and insurance.

Zenith Investment
Partners, the Australian investment research firm, hired James Tsinidis as a
new manager for alternatives research. He returns to the company after spending
a year at Bell Potter Securities, where he was an associate analyst for the
banking and diversified financials unit covering small-cap wealth management
stocks.

Perennial
Investment Partners, the Melbourne-based investment management firm, appointed
Lewis Bearman as CEO, taking the lead role from Anthony Patterson, who will
remain as an executive director of Perennial Value Management, its private
client subsidiary. Bearman has been with the company since 2003 and most
recently served as chief operating officer.

Expedition Advisors, the Hong Kong hedge
fund firm, hired Kam Bahra as its chief operating officer, bringing with him
over two decades of financial services experience. Bahra was previously the
chief executive of Sparx Asia Investment Advisors, the Hong Kong arm of
Japanese alternative assets firm Sparx Group.

Macquarie
Investment Management, a subsidiary of Macquarie Bank, hired Axel Maier as a
new head of Asian distribution. Axel Maier moves from Wellington Management,
replacing Damon Hambly who resigned in January this year and then joined
Natixis Global Asset Management as head of strategy and business planning for
Asia, the month after.

Nomura, the
Tokyo-based bank, hired Wonseok Chae as head of corporate sales and
financing,
Korea, reporting to Daniel Mamadou, head of the CSFG division. Chae was
previously at Goldman Sachs where he was head of corporate
sales for Korea.

Also Nomura hired Wendy Liu, who becomes
the managing director and head of China equity research, based in Hong Kong.
Liu joins from RBS, where she was a managing director, head of China research
and the China strategist.

Japan's Nikko
Asset Management appointed Aoifinn Devitt as a new head for its manager
selection business across Asia and Europe. He previously worked at Cambridge
Associates and Goldman Sachs.

Mitsubishi UFG
Securities appointed Cliff De Souza, currently chief executive of Mitsubishi
UFJ Securities International in London, to become principal executive officer.

Manulife, the Canadian financial
services firm, internally promoted three executives to build up its core
distribution channel in Hong Kong. Mark Richmond became vice president, agency
operations. Helen Ho became assistant vice president, agency technology and
strategic projects. Helen Ho was promoted to assistant vice president, agency
technology and strategic projects. Tony Sung became assistant vice president, agency
training and development. Richmond reports to Michael Huddart, Manulife chief
executive for Hong Kong, while Ho and Sung report to Richmond.

BlackRock Australia named Justin Arter
as a new country head, to start in September. He joins from Victorian Funds
Management Corporation where he was chief executive. He will report to Mark
McCombe, BlackRock's chairman, Asia-Pacific, and become a member of BlackRock's
executive committee in the region.

AmBank, the Malaysian financial services
group, appointed Ashok Ramamurthy as group managing director in addition to his
position as board member. He is also a part of the board of directors of AMMB
Holdings, the parent firm, and chief executive of AmBank Berhad.

EFG Asset Management recruited China equity fund manager
Mansfield Mok, a former senior fund manager 
for five years at GAM, for a Hong Kong-based role.Mercer named Sue Reekie as its new managing director and head of the
Hong Kong office. She succeeded Jonathan Gove who became a market leader for
Greater China. Prior to this role, Reekie was part of Mercer's UK client
management team. 

Taiwan's Cathay Conning Asset Management
hired Mark Konyn as chief executive based in Hong Kong. Konyn was previousy the
CEO at RCM in Asia, which is owned by Allianz Global Investors.

DBS, the Singaporean bank, brought in
Credit Suisse executive Joerg Hansen to join its emerging markets team as it
builds its newly-created international unit. Hansen was previously the
director, head of Russia for Central and Eastern Europe, Central Asia and
Greece. He works closely with Peter Triggs, who was chosen to lead the team as
managing director, head of international and head of wealth structuring in
April.

China AMC deputy general Wang Yawei
resigned from the company after over six years of managing the China AMC Large
Cap Select Fund. News of the fund manager's departure led to massive pullouts
from the fund, which had been the second best performer in China for the last
four years. 

Global recruitment firm Korn/Ferry hired
Emmanuel Hemmerle as senior client partner and head of the global consumer
market for China. In the Shanghai-based role, Hemmerle becomes a member of the
board and chief executive services practice. He joined from Heidrick &
Struggles, where he as a partner specialising in consumer and industrial
practices.

Bank of America senior managing director
for Asian wealth management Gea Hong Tho resigned after nearly eight years with
the bank. She is said to have rejoined her former colleague, Eng Huat Kong, who
left the US bank in 2010 and was appointed head of private banking at EFG in
February 2012. Tho's old duties were absorbed by Ong Yeng Fang, head of the
wealth management business in Thailand, Malaysia and the Philippines.

HSBC promoted Bhriguraj Singh to head of
product management for global trade and receivables finance, Asia-Pacific (ex
Hong Kong and Macau) with effect from 11 June. Singh used to be the head of
global trade and receivables finance in India. His old role will be assumed by
Surath Sengupta, previously the head of international business, commercial
segment, in the UK.

ABN AMRO appointed Brian McGirr as head
of distribution for its newly-created debt solutions group in Asia. McGirr was
previously an executive director in loan distribution at Royal Bank of
Scotland. He is now based in Singapore and reports to Arnoud Sprangers, head of
debt solutions, Asia.

UBS named Joseph Poon as head of
ultra high net worth for Southeast Asia to build its global family office team
in the region. Poon joined from Julius Baer where he was managing director and
executive committee member. Daniel Harel, the then-head of UHNW for Southeast
Asia, was named head of global family offices for Southeast Asia. Both
appointments take effect in 2 July. 

International

Bermuda-headquartered Butterfield appointed Alastair Barbour
as a non-executive director, replacing Robert Steihoff, who retired following the
2012 annual general meeting. Most recently, Barbour was head of KPMG’s
financial services group in Scotland,
until 2011.

Bedell Trust, the Jersey-based firm, appointed Victor Ho as
head of Asia-Pacific, serving clients across the region including those with
business links in the UK and
continental Europe. Previously, he was a
director of a trust company in Jersey, where
he focused on the Asian markets. Ho was responsible for incorporating the first
Jersey company with a Chinese name in January
2006.

SEI appointed Anita Juneja to its Global Wealth Services
business in London,
holding the post of relationship director. Juneja worked for more than 15 years
in client service and sales management, specifically within mutual fund and
platform organisations. Previously, she was head of strategic relationships for
Close Brothers Asset Management in London.
She has also held positions at Cofunds and Lazard Asset Management.

Coutts named industry veteran Gary Dugan, for the role of
chief investment officer for Asia and the Middle East,
as part of the bank’s ongoing build-up in the region. Dugan’s appointment came
only days after Coutts named Paul Sarosy as head of investment solutions,
having previously been head of UK
domestic clients at Credit Suisse. Dugan joined in July, based at the Singapore
offices of Coutts. Dugan replaced Norman Villamin, formerly CIO for Coutts in
Asia, who relocated to Zurich and assume a new
role as CIO for Europe. Alan Higgins continued
as CIO for Coutts in the UK.

EFG Asset Management recruited China equity fund manager Mansfield
Mok, a former senior fund manager at GAM. Mansfield
is responsible for equity investing in China,
based in Hong Kong. At his former firm, Mok
co-managed the $1.5 billion GAM Star China Equity Fund.

Northern Trust named Daniel Lindley to the newly-created
London-based role of managing director, global family and private investment
offices group for the EMEA and APAC regions. He previously served as president
of The Northern Trust Company of Delaware, a
limited purpose trust company in Wilmington,
Del, a position he held since
2005.

Europe

Morgan Stanley’s private wealth management arm appointed
former Deutsche Bank man Martyn Surguy as its chief investment officer,
responsible for all of the firm’s discretionary investment actions in the EMEA
region. He took over from Chris Godding, who left to join Signia Wealth, the
UK-based multi-family office, early this year. Godding was appointed co-chief
CIO at that firm.

Natixis Global Asset Management, part of the French asset
management group Natixis, made five hires as part of a Northern
Europe push. Vincent Kroft joined as sales director of wholesale
distribution in the Netherlands.
He was previously a senior marketing and sales manager at BNP Paribas
Investment Partners. The firm hired Emilie Autissier as a sales manager,
joining from the Palaedino Group, where she was head of marketing and sales
within the asset management arm. NGAM’s sales and support teams also added
Dominika Bartosiewicz as a manager in Frankfurt, Chabeli de Kom as marketing
and sales assistant in Amsterdam and Adriana
Pérez Ramboux as sales and administrative assistant in Switzerland.

Italy’s
UniCredit named Sandro Pierri as its new head of asset management – an
appointment which was due to see him proposed as the chief executive of Pioneer
Investments. Pierri replaced Roger Yates, who left as CEO of Pioneer to return
to London. Pierri
has been with Pioneer since 2003.

Reed Smith, the international law firm, launched a tax
practice in Germany,
adding Thomas Gierath to its partnership. He previously worked at Dechert,
another global law firm.

Alter Domus, which supplies administration services to
alternative investment funds and multinational corporations, appointed Michael
Ellul as director of the firm’s office in Malta. The Malta office
was set up in 2010. Ellul has significant local experience in banking and in
trust and company formation. In 2006, he was one of three founding partners and
directors of QUBE Services. He is the ninth new director to be appointed by
Alter Domus in 2012.

Finn Boel Pederson resigned as a member of the group
executive management at Denmark’s
Sydbank. Boel Pederson, who joined the firm only on 1 February, found there was
an “inconsistency between the job and responsibilities,” to which he attaches
importance, the bank said.

The chief executive of UK wealth manager Williams de Broë,
Philip Howell, resigned and was replaced by Investec Wealth & Investment
CEO Jonathan Wragg. Wragg served as CEO of the combined business in September.
The integration of Investec and Williams de Broë is due to be substantially
concluded by 31 March 2013. The the firm's chief operating officer, David
Howard, also left the business. Judy Price, COO of Investec Wealth &
Investment was due to take over from Howard.

Dutch private bank Van Lanschot appointed two new members to
the executive committee of its Belgian offshoot. Rob van Oostveen, previously
director of private investments at the parent, became chairman of the executive
committee of Van Lanschot Belgium.
He succeeded Gerrit Verlodt. Evert-Jan Bentinck also joined the executive
committee of Van Lanschot Belgium.

JP Morgan Asset Management hired Charles McKenzie as head of
client portfolio management for Europe, the Middle East and Africa.
McKenzie was latterly at Aberdeen Asset Management, where he was EMEA fixed
income chief; before that he was head of UK fixed income at Deutsche Asset
Management.

Middle
East

Emirates NBD appointed Mohammad Kamran Wajid as its new
chief executive of Emirates NBD Capital, the firm’s investment banking
subsidiary based in Dubai.
He replaced Suresh Kumar, ex-CEO who retired earlier this year. Kamran has been
with the Emirates NBD Group for over 14 years.

UK

European Wealth Management, the UK private wealth management
group, launched a fixed interest service and took on a new fund manager. Nigel
Marsh joined from Epic Asset Management to help establish the new offering,
which will be provided by the firm’s investment arm, European Investment
Management. Marsh will be based in the firm’s head office in London. Earlier in
his career, he worked for ABN Amro, NatWest and JP
Morgan.

Coutts named Steve Griffiths as head of tax and wealth
structuring with immediate effect – a role in which he will oversee the
development of the firm’s tax and wealth structuring offering across the UK,
Asia and Switzerland. Griffiths was latterly managing director, head of wealth
planning at Credit Suisse and before that was managing director, head of UK
wealth planning at UBS.

Premier, the London-based asset manager, bolstered its
global equities team with the hire of James Smith, who will join in early June
from Utilico. Smith spent 13 years at Utilico, where he was part of the team
running the Utilico Investments and Utilico Emerging Markets vehicles, which
have a combined £800 million (around $1.3 billion) under management. Before
this he worked for Fleming Asset Management and Coopers & Lybrand.

Kames Capital, the London-based asset management arm of
AEGON, appointed Claire McGuckin as an investment manager within its fixed
income team. McGuckin will cover high yield credits and will work closely with,
and report to, Phil Milburn, who manages the High Yield Bond and the High Yield
Global Bond funds. Previously, McGuckin worked at Legal & General
Investment Management, initially as a fund manager and subsequently as an
analyst.

Adam & Company, the Scottish private bank, hired Robert
Woodthorpe Browne as banking director for its London office. Browne joined from
Coutts, the bank’s sister company, where he was a client partner and had led a
team in Reading since 2007. Before that, he worked at Adam & Company for
eight years as a senior manager in London.

Adrian Martin, chairman of RSM Tenon, announced that he will
step down from the UK-based accountancy and advisory firm’s board. The company
said in a statement that Martin told the board that he believes now is "an
opportune moment for a new chairman to take the company forward over the long
term" and that he will quit as soon as a suitable successor has been
found. The firm also announced that Michael Findlay, non-executive director, is
stepping down from the board to rejoin Bank of America Merrill Lynch in a
senior executive role. He will leave at the end of May.

Kames Capital, the UK asset management arm of AEGON,
appointed Greg Cooper as its new chief administrative officer, with immediate
effect.  Cooper took over from Philip
Smith, who has held the CAO role on an interim basis since July last year and
will now focus on his duties as global chief financial officer for AEGON Asset
Management. Prior to joining Kames, Cooper was chief
financial officer at First State Investments International. In this role, he
was in charge of financial management within its emerging markets, European and
Asian markets.

London’s Hearthstone Investments took on Kevin Bull as a key
account manager to assist the impending launch of its Property Authorised
Investment Fund – the UK’s first residential property fund. Specifically, Bull
will take charge of commercial negotiations, such as with platforms, alongside
Mark Forman, distribution director, the firm said in a statement. Most
recently, Bull spent five years as head of strategic partners at Old Mutual
Asset Managers, directing the distribution of all UK and offshore Old Mutual
funds.

Coutts, the private banking arm of the UK’s Royal Bank of
Scotland, appointed former Credit Suisse employee Olivia Phillips as director,
corporate communications, effective immediately. She reports to Susan Tether,
managing director, marketing and communications. In her new role, Phillips
assumes lead communications support for Coutts Private Office and for Coutts
businesses in Russia, the Middle East and Switzerland. At Credit Suisse, she
led the press office function for its UK Private Banking business, spending
four years at the Swiss bank. Previously, she worked in a number of
communications roles at Citigroup EMEA.

Speechly Bircham, the London-based law firm, made two
partner promotions in a bid to strengthen its focus on the private wealth
sector. Dominic Lawrance, described as having a growing portfolio of wealthy
individual clients and trustee clients who he helps with tax, trusts and estate
planning questions, is one of the new partners. He recently returned from a
six-month secondment to the firm’s office in Zurich, which he helped
establishing from its opening in June last year. Speechly Bircham also
appointed James Freeman as head of the firm’s family team following the recent
departure of Christopher Butler. Freeman has been part of the family team since
2006, and advises on all issues arising from relationship breakdown, especially
those involving complex financial cases, tax efficient financial settlements or
cohabitation law.

Deloitte appointed Kit Dickson as a new partner in its
information reporting and withholding taxes group within the financial services
practice, based in London. He previously worked at KPMG’s investment management
team. In his new role, Dickson will lead the operational taxes team, with a
particular focus on pension and investment funds and EU law for financial
services firms.

The wealth and investment management division of Barclays
named Edward Kirwan as director of UK charities investment management,
recruiting him from Coutts. Kirwan had been with Coutts for 12 years, during
which time he established and managed the firm’s charity investment team. In
his spare time he acts as a trustee for several UK charities, is a member of
the Responsible Investment Academy and sits on the Independent Committee of the
STOXX Christian Values Index.

Malcolm Naish is to leave his post as director of real
estate at UK fund manager Scottish Widows Investment Partnership upon his
retirement in June. Since joining the firm in October 2007, Naish has overseen
two major landmarks at the firm, including when SWIP was appointed to manage
£2.4 billion ($3.9 billion) in new assets on behalf of Lloyds’ insurance
banking division in May 2011, in addition to the first close of the
Pan-European Urban Retail Fund in March.

Old Mutual appointed Celeste Dias as head of product
development for its newly-merged business comprising Old Mutual Asset Managers
UK and Skandia Investment Group. The firm announced the move - which combined
Skandia and its asset management business into a single unit - earlier this
week, saying it would sharply increase its market profile, and attract talent
and new clients. Dias, who is currently director of product strategy at BNY
Mellon Asset Management International, is due to start her new role over the
next few months, although her exact joining date remains unknown.

Brown Shipley, the UK-based private bank, unveiled a new
London-based practice for clients of South Asian origin based in the UK and
overseas and took on three new private bankers for the service. The new service
will be staffed with Sameer Kaushal, who joins from HSBC where he was head of
non-resident Indians in the UK and Europe, Dhruv Bhatnagar, who most recently
worked for EFG Private Bank an associate director, and Imran Qureshi, latterly
at SG Hambros as an assistant private banker. It will be led by Ravi Sidhoo,
head of global South Asian banking for Brown Shipley’s parent group KBL
European Private Bankers.

Signia Wealth, the London-headquartered boutique, appointed
Sonjoy Phukan as managing director, recruiting him from the wealth and
investment management division of Barclays. At Barclays Phukan was market head
for several businesses in the EMEA region and before this he was an executive
director at Goldman Sachs. In his new London-based role Phukan is to focus on
developing Signia Wealth’s international business, reporting directly to
Nathalie Dauriac-Stoebe, the firm’s founder and chief executive.

Schroders, the UK-based investment manager, beefed up its
fixed income team with four new hires in a bid to develop its skills in the
emerging market debt relative return sector. James Barrineau joined the firm’s
New York office as head of Latin American fixed income and co-head of emerging
market debt relative return, along with Rajeev de Mello, head of Asian fixed
income, and Fernando Grisales as a senior portfolio manager and Alec Moseley as
a senior portfolio manager and sovereign research analyst. Grisales and Moseley
will report to Barrineau, who in turn will report to Karl Dasher, global head
of fixed income. The trio was latterly at Ice Canyon, a California-based global
investment management firm specialising in emerging markets and global credit.
Before that, they worked for Alliance Bernstein, where they shared
responsibility for managing $15 billion in assets.

Scottish Widows Investment Partnership appointed Gareth
Edwards as head of digital media and production and Sonia Irvine as head of
request for proposal and investment writing. Edwards joined from Franklin
Templeton Investments, while Irvine was latterly senior branding specialist at
Invesco in New York.

Brewin Dolphin lured a team of four from the wealth and
investment management division of Barclays ahead of launching a new office in
Ipswich as part of its East Anglia expansion plans. The team comprises Andrew
Wheeler, Toby Sellers, Matthew Shields, and Nick Barber. Wheeler and Sellers
will join Brewin in October after a six-month notice period, while Shields will
join in July and Barber in May. They will be working from a temporary office
over the summer before being installed in a permanent base in September.

Edinburgh-based Scottish Widows Investment Partnership moved
to reposition its equities strategy, confirming the role of head of UK equities
will not exist in the new structure in April. 
As a result of this, Peter Cockburn will be leaving the business, having
joined in 2003.

Quilter took on HSBC's former private banking head, Chris
Meares, as non-executive chairman, marking the firm’s first board-level
appointment since it was acquired by Bridgepoint last month. Until recently,
Meares was group chief executive of global private banking at HSBC, initially
based in London, and subsequently Hong Kong. He retired at the end of 2011
after 32 years at the group.

RBC Wealth Management bolstered its Jersey private client
team with the addition of Nic Butt and Martin Carolan. The pair, who both
report to Tim Houghton, head of offshore private client wealth management, have
been appointed as team leader and wealth manager respectively. Butt joined from
Kleinwort Benson, where he headed up the UK resident non-domiciled clients
team, the UK-based Middle East team and, most recently, the portfolio
management team. He will now focus on expanding RBC Wealth Management’s
offshore private client business, leading a team focusing mainly on the high
net worth UK resident non-domiciled market. Carolan
also joined from Kleinwort Benson, where he was a private banker
covering HNW clients, corporates and trusts. In his new role he is charged
with growing RBC Wealth Management’s book of UK resident and resident
non-domiciled clients.

Legal & General Investment Management saw the departure
of Ian King, head of European equities, replacing him with Gavin Launder,
manager of two of its European equities funds. King joined Tesco to work on the
food retailer’s pension scheme as part of a new in-house investment team.

Edinburgh-based Scottish Widows Investment Partnership took
on Kenneth Anderson as an investment director within its global strategy team.
Anderson will work with the existing team to assist SWIP with its strategic and
tactical asset allocation services to clients, the firm said in a statement. He
reports to head of global strategy, Ken Adams. Most recently, Anderson was
co-head of EAFE - Europe, Australasia and Far East - equities and investment
director of European equities at BlackRock International, where he worked for
11 years.

Andrew Moss stepped down from his post as chief executive of
Aviva, and will be leaving the group shortly – a move he believes is in the
“best interests of the company”. Meanwhile, Aviva appointed chairman designate,
John McFarlane, to serve as executive deputy chairman with immediate effect,
and as executive chairman as of 1 July - subject to regulatory approval - until
a new CEO is found, the firm said. Assisting McFarlane in his new
responsibilities is Kirsty Cooper, group company secretary and general counsel,
who will head the office of the chairman.

Aviva Investors, part of Aviva, named Paul Abberley as
interim CEO of Aviva Investors, replacing Alain Dromer, who has left the firm,
as announced in April. Abberley has been chief executive of Aviva Investors
London and global investment solutions, joining that group when it was launched
in September 2008. As part of his role, Abberley will retain a close interest
in investment activities but a detailed structure for the management and
governance of the investment functions, addressing both operational and
strategic management of the AIL and GIS teams, has been developed. Prior to
joining Aviva Investors Abberley was London CEO at ABN Amro Asset Management
and previously Global head of fixed income at Lombard Odier.

Signia Wealth, the London-headquartered boutique, continued
a spate of recent senior appointments by naming Ameet Patel as head of
alternative investments. Based in London, Patel will focus on developing
Signia’s hedge funds investment offering. He joined from AlphaOne Partners,
where he was a managing director investing in hedge funds for ultra high net
worth clients. Patel has also worked on the sell-side, having spent several
years at Lehman Brothers as an equity research analyst on the telecoms team.

Brian O'Reilly, head of research at UBS Wealth Management in
the UK, left the firm after nearly 12 years. O’Reilly, who has a background at
UBS’ investment bank and, prior to that, Goldman Sachs, left the UBS to pursue
an opportunity outside the bank. In his role as head of research in the UK, he
led a team of three at the Swiss bank.

AHL, the investment manager owned by Man Group, the world’s
largest listed hedge fund firm, bolstered its management team with a new chief
risk officer. Dr Douglas Greenig replaced Matthew Sargaison who will move on to
become AHL’s chief investment officer. Sargaison worked for AHL between 1992
and 1995 and then re-joined the company in 2009. Tim Wong, chief executive of
AHL, said that Sargaison’s new role will allow him to apply the experience he has
gained over the past three years as CRO more directly to client trading. Dr
Greenig, with a background at RBS Greenwich Capital and Fortress, will also be
a member of the firm’s management committee.

Ingenious Asset Management named Ian Hunter as business
development manager, recruiting him from Sinfonia Asset Management. Hunter was
head of sales at Sinfonia; before that he held various sales roles at Skandia,
National Mutual Life and Schroder Life.  

C Hoare & Co, the UK private bank, appointed Charles
Pink as a non-executive director. Pink was previously chief executive of ASB
Bank, the New Zealand banking subsidiary of Commonwealth Bank of Australia;
before that he worked for Barclays, notably having been seconded to serve as
the first CEO of First Caribbean International Bank, a joint venture between
Barclays and CIBC. Pink is also a non-executive director of GE Capital Bank and
chairman of The Cherry Tree Trust, a microfinance charity which he recently
founded.

Quilter, the UK wealth manager which was recently bought by
private equity house Bridgepoint, expanded its Edinburgh investment team with
the addition of Scott Peebles. Peebles was most recently a private client
investment advisor with Close Asset Management, where in addition to overseeing
client portfolios he also advised on inheritance tax and Self-Invested Personal
Pension issues and conducted seminars on retirement options and investment
planning for executives working at FTSE 100 companies.

Carmignac Gestion, the French asset management firm that
recently launched an office in London, appointed Nick White as sales manager
for the UK – a role which he will take up at the end of next month. Based in
London, reporting to Matthew Wright, head of the UK, White is to focus on
developing Carmignac Gestion’s presence among discretionary fund managers and
wealth advisors across the UK. White has been in the asset management industry
for close to a decade, having previously worked for Martin Currie and Invesco
Perpetual.

Quilter, the UK wealth manager, made its second major board
appointment since being acquired by private equity house Bridgepoint, naming
Mark Macleod as chief financial officer. Macleod was latterly chief executive
and chief financial officer of Climate Change Capital - an investment management
and advisory firm focused on the low carbon economy. Before joining CCC in 2007
he was a partner and chief financial officer for Europe and Asia at Cantor
Fitzgerald and prior to that he was managing director and global head of
finance for the investment bank at Dresdner Kleinwort Benson.

A restructure of the UK retail sales team at Neptune
Investment Management saw Andy Larkin join the firm as head of strategic
partners. Larkin joined from M&G to lead a five-person third party team at
Neptune, which includes Nick Pogmore – latterly of Ignis – who was appointed as
intermediary sales manager for the south east, and Harry Reeves, who has come
across from Artemis to handle key accounts in the south west. Neptune said it
has been looking to further integrate and harmonise the structure and
activities of its regional and strategic partners teams ahead of the
implementation of the Financial Services Authority’s Retail Distribution Review
at the start of next year.

The wealth and investment management division of Barclays
appointed two directors to its high net worth team. Rupert Allison and Sophia
Bultitude join in May, formerly at Coutts and Citigroup Private Bank
respectively. Both directors will be based in London, with Allison reporting to
Paul Shaw and Bultitude reporting to Richard Thomas. Allison has worked in the
Coutts ultra high net worth team since 2010. 
Prior to that, he was at HSBC Private Bank as a team leader, focusing on
managing and acquiring UHNW UK-based private clients.  He is returning to Barclays; Allison
previously worked at the organisation from 1992 to 2007, most recently as an
UHNW team leader. Bultitude has worked since 2000 as a private banker in the
London and New York offices of Citi Private Bank.  Working in the law firm group division, she
was most recently team leader responsible for driving the growth and strategy
of the London team.

Schroders, the UK-based investment manager, bolstered its
fixed income team with the addition of two portfolio managers who latterly
worked for UBS. Alix Stewart, previously UK fixed income chief at UBS Global
Asset Management, transferred to Schroders’ credit team as the firm looks to
enhance its multi-sector specialist mandates in investment grade credit.
Konstantin Leidman, previously high yield portfolio manager at UBS Global Asset
Management, joined to strengthen Schroders’ multi-sector specialist mandates in
European high yield. And Sarang Kulkarni, currently fund manager for segregated
credit strategies at Schroders, has had his role expanded to take on co-lead
portfolio management responsibilities.

Jupiter Asset Management, the UK-listed investment house,
appointed Hilary Blandy as a senior credit analyst. She previously worked at
Citi, the US bank. Blandy, who has 10 years’ experience in analysing credit and
covenant packages as well as in structuring bond deals, joins with immediate
effect to work with Ariel Bezalel, manager of the £869 million (around $1.396
billion) Jupiter Strategic Bond Fund. At Citi, Blandy had worked for the past three
years as vice president in Citi’s leveraged finance team, having joined the
team in September 2002. Prior to this, she worked as an associate in the
leveraged finance team for more than three years.

Scottish Widows Investment Partnership appointed Ian Marsh -
latterly of BlackRock - as head of marketing, based in Edinburgh. Marsh will
report to Francis Ghiloni, director of distribution and client management, and
will be responsible for shaping SWIP’s marketing strategy across a range of
disciplines including client communications, advertising and brand management,
the firm said in a statement. At BlackRock, Marsh was managing director and
head of marketing communications for Europe, the Middle East and Africa for two
years.

Brown Shipley, the UK-based private bank, appointed former
Royal Bank of Scotland UK chief executive Alan Dickinson as its new chairman.
Dickinson, who retired from RBS in 2010, was CEO of the group’s UK division
from 2008 to 2009, a role in which he ran the RBS and Natwest branch networks,
the mortgage and credit card businesses and the UK corporate bank. Before this
he was CEO of UK corporate banking. Dickinson
replaced Stephen Blaney as chairman of Brown Shipley.

Viteos Fund Services, an international fund administrator
and operations services provider that recently rolled out a family office
practice, named industry veteran Ranjan Mishra as senior vice president to lead
the firm’s European expansion, media reports said. Mishra joined the firm’s
London office; he has more than 16 years of experience selling into the
financial services industry in India and the UK. In his previous role he set up
and grew the UK and Europe operations of Thinksoft, a specialist IT consulting
company for the financial sector.

UK law firm Burges Salmon promoted two of its lawyers to
partner in the private client and wealth structuring team, and promoted another
lawyer to the role of senior associate. Jim Aveline, a specialist in tax,
estate and succession planning, has been made a partner. Among other roles, he
sits on the Law Society's capital taxes sub-committee. Also promoted to partner
is family law specialist Sarah Woodsford, described by the Chambers 2012 legal
directory as “a star of the future”. She advises on family law, in particular
advising on the financial implications of family breakdown.

Insight Investment’s Dale Thomas is to leave his post as
head of currency management within the fixed income team in June. The firm
confirmed to WealthBriefing that, having spent 17 years with the fixed income team,
Thomas has decided that it is “time for a fresh challenge”. Meanwhile, Max Wahl
and Richard Nibloe will assume responsibility for the Absolute Insight Currency
Fund, as well as the firm’s broader currency activity.

The private banking arm of Credit Suisse saw the resignation
of Paul Sarosy, its head of UK domestic clients. Sarosy was replaced by Eric
Pfister, head of market area UK/international, on an interim basis.

Sarosy joined Coutts as head of investment solutions, this
publication could exclusively report. In his new role, he will report to Gayle
Schumacher, head of Investment Office at Coutts, which is owned by UK-listed
Royal Bank of Scotland. He will be responsible for leading product development
and Alan Higgins, chief investment officer UK, and Norman Villamin, chief
investment officer Asia and Europe, will both report to him. Sarosy is due to
take up his post later this summer.

Santander Asset Management UK, part of Santander Private
Banking, appointed David Steward as chief investment officer. Steward has
nearly 25 years of experience across all asset classes, having held several
senior vice president investment management roles in the past, the firm said in
a statement. Prior to joining Santander, Stewart was group chief investment
officer and senior vice president at Butterfield Bank for three years.

Legal & General Investments, the UK-based asset manager,
beefed up its sales team with the hire of Liz Adnitt as senior investment sales
manager. Adnitt joined from Gemini Investment Management, where she worked as
investment sales director. Earlier in her career, she worked for LV Asset
Management, SVM Asset Management, Jupiter Unit Trust Managers, Insight
Investment and JP Morgan.

Accountancy firm Saffery Champness appointed James Hender as
partner in its London headquarters. Hender, who specialises in the financial
services sector, joined the firm’s private wealth and estates group from Smith
& Williamson, where he spent nine years advising high net worth clients.

Thomas Miller Investment appointed John Bearman - latterly
of Santander - as chief investment officer based in London. Bearman latterly
held the same position at Santander Asset Management in the UK. Earlier in his
career, he was UK equities chief at Insight Investment.

Rae Brooks joined UK-based wealth management firm Smith
& Williamson as a director in the investment management division from
Amundi, the fund manager that is majority owned by Crédit Agricole. At Amundi,
he was director of the UK subsidiary from 2000-2011 and was in charge of the
private client business.  Rae began his
career in 1979 at the Alexander Howden Group.

JP Morgan appointed David Kane as head of its Trust and
Fiduciary and Compliance Reporting business, part of the firm’s Worldwide
Securities Services division. Kane has been head of global custody operations
since 2006 and is now based in the Bournemouth office. He is replacing Tim
Gandy, who the firm said is retiring.

Oak Hill Advisors, the New York-based investment management
firm, appointed Declan Tiernan as managing director within its London-based
client coverage group. The appointment represents the firm's first hire of a
client coverage specialist for the London office.  Tiernan shares responsibility for managing investor
relationships and marketing, and will focus primarily on investors based in
Europe and the Middle East – regions which the firm said account for about 30
per cent of its $13.6 billion assets. Prior to joining Oak Hill, Tiernan was
managing director and head of alternative fund distribution at UBS Investment
Bank.

DPZ Capital, the Jersey-based wealth management boutique,
appointed former Deutsche Bank director Mark Juste as a senior business
development specialist. Juste, who was a director within the private wealth
management team at Deutsche, had been with the German giant since 1993. Before
this he worked for Lloyds TSB and Citibank, having begun his career with
Kleinwort Benson in Jersey.

UK-based Cordea Savills, the international property investment
firm, saw the resignation of John Partridge as executive chairman. Partridge,
who will remain involved with the firm as a senior advisor, first joined Cordea
Savills in 2003, charged with transforming the UK fund manager into a European
investment management business.

The wealth and investment management division of Barclays is
to lose Jonathan Burt, managing director within the wealth advisory team at the
UK-listed bank. Burt will depart Barclays for a law firm in a couple of months.
He joined Barclays in 2007 from Baker & McKenzie.

Pictet Asset Management, part of Swiss private bank Pictet,
boosted its sales presence in the UK to develop business links with firms such
as discretionary wealth advisors, this publication could exclusively report.
Arabella Martin, who joined this month from Goldman Sachs Asset Management,
will cover discretionary fund managers based in London. Antonia Perrott joined
earlier in 2012 and covers the South West region of the UK; Tim Edmans,
formerly of Towry, the UK wealth advisory firm, will be covering the Midlands
region of the UK.

Coutts, the wealth management arm of Royal Bank of Scotland,
hired Ali Hammad as co-head of the Middle East region. Hammad joined from
Credit Suisse, where he was most recently head of private banking for the
Middle East. Before that, he spent nearly a decade years working with Middle
Eastern clients.as a private banker at UBS.

Barclays Corporate & Employer Solutions, which was set
up last year by the UK firm, appointed Katharine Photiou as head of workplace
savings. The move follows a recent move by the organisation to create a
corporate wealth advisory team.

Barclays made two senior appointments in the Liverpool
office of its wealth and investment management division. Lee Ramsden joined
from independent wealth advisor Towry as a wealth advisor, working with the
office’s private bankers. He had also been a senior wealth planning manager at
Lloyds TSB Wealth Management for five years. Stephen White joined as a
corporate wealth advisor as part of his remit working for Barclays Corporate
& Employer Solutions. He was previously at Royal Bank of Scotland, where he
was a corporate independent financial advisor for Liverpool, Lancashire and
North Wales.

Edinburgh-based Scottish Widows Investment Partnership
appointed 15 investment directors/investment managers for its global equities
team, following its announcement in April that it was to reposition the
business. At the time of the announcement, it also emerged that the role of
head of UK equities would not exist in the new structure, resulting in the
departure of Peter Cockburn, who joined in 2003. Under
the leadership of Will Low, head of global equities, the new team comprises
James Clunie; Andrew Paisley; Gregor MacDonald; Vicky Watson;Tony Foster; Johnny
Russell; Nick Ford; Iain Fulton; Stephen Corr; Mark Phillips; James
Kinghorn; Catie Wearmouth; Greig Bryson; Craig Bonthron and Karolina
Noculak. 

Jeremy Alun-Jones left his
position as managing director of UK-based Stenham Asset Management to pursue other
interests. Alun-Jones left at the beginning of the month and his
responsibilities have been taken over by the group’s chief financial officer
and executive chairman while the firm is evaluating how to go forward.

Rathbone Investment Management,
part of UK-listed Rathbone Brothers, appointed former Investec manager Keith
MacKenzie to its Edinburgh office, continuing a run of hires this year.
MacKenzie joined as an investment manager, reporting to David Macaulay,
Rathbones’ regional director based in Edinburgh, the firm said in a statement. In
his previous job, he was an investment manager at Investec Wealth and
Investment Management; MacKenzie worked at the firm for four years.

Barclays bolstered its Crawley,
West Sussex office with a new senior appointment within its Corporate &
Employer Solutions division. Anthony Whittington - latterly of HSBC - joined as
a corporate wealth advisor and will focus on helping entrepreneurs and small-
to medium-sized businesses manage the risks related to their most valuable
employees as their businesses grow, the firm said in a statement.

Fidelity Worldwide Investment
appointed John Clougherty as head of UK retail, a role that involves dealing
with intermediaries including wealth managers. Clougherty previously worked at
Aviva Investors UK Funds, where he was chief executive. He has additionally
held senior management and sales positions at Fleming Asset Management, Merrill
Lynch Investment Managers and Skandia Investment Management. His latest
appointment represents a return to Fidelity where he started his career in
financial services with Fidelity’s graduate scheme in 1992.

London law firm Winckworth Sherwood continued to expand its
family law team with the arrival of Emily Brand as partner from boutique
matrimonial firm Vardags. Brand specialises in high net worth family cases; her
new firm believes she has the "technical know-how and drive to achieve
imaginative solutions whether restricting access to wealth or unlocking
it." She is particularly interested in post-nuptial agreements.

Quentin Fitzsimmons will leave his position as government
bonds chief at UK-based Threadneedle Investments in July. Fitzsimmons has been
with the company since 2003 and led its absolute return bond strategies. The
next destination in his career is not known at this stage. Matthew Cobon, fund
manager and foreign exchange specialist, is currently co-manager of the
Threadneedle Absolute Return Bond and Target Return funds and will assume lead
responsibility for them.

Nucleus, the Edinburgh-based IFA wrap platform, appointed
Martin Leckie to the newly-created role of investment operations manager.
Leckie came across from Standard Life, where he spent five years working with
wrap platform investments and asset administration. Before that, he worked for
Bank of New York (now BNY Mellon).

Former Scottish Widows Investment Partnership investment
sales director, Stephen Packter, decided to leave the business in order to
pursue other opportunities. According to a statement, his departure follows a
review of SWIP’s wholesale sales team structure so as to ensure the roles and
skills within the team are “best placed to help optimise SWIP’s sales potential
in the IFA and discretionary marketplace.” 

Royal London Asset Management took on Azhar Hussain as head
of global high yield to expand on its investment capability in this area.
Reporting to head of fixed interest, Jonathan Platt, Hussain employs a
“fundamental investment approach”, drawing on his background as a qualified
chartered accountant to focus on credit. Hussain
is latterly of Insight Investment Management, where he was head of high yield
and leveraged loans, as well as serving as manager for a number of high
yield credit funds.

The Financial Services Authority named Joe Garner as
chairman of the Financial Services Practitioner Panel, with effect from 1 June
2012. He will succeed Russell Collins, who is retiring from Deloitte at the end
of May. Garner is head of the UK bank and deputy chief executive at HSBC Bank,
with responsibility for HSBC’s retail and commercial banking business in the
UK.

Kleinwort Benson, the UK-based private bank, took on Andrew
Wheeler for the newly-created role of executive director for business
development within private wealth management. He will join in July and report
to Marianne Kafena, the bank's head of wealth planning. Wheeler has experience
of working with high net worth clients in both London and Jersey. He was
recently a partner at Absolute Fund Managers, where he led business development
and marketing for its hedge fund range for private clients.

UK-based Old Mutual Asset Managers hired Steven Brown -
latterly of Royal Bank of Scotland - as head of advisory distribution. Brown
was recently wholesale distribution chief within RBS Global Banking &
Markets. During his 20 years in asset management sales, he has also worked for
M&G and Principal Global Investors. In his new job, his prime
responsibility will be strategic partnerships in the UK wholesale market. He
will report to Simon Smith, head of wholesale distribution.

London-headquartered Hermes Fund Managers confirmed Saker
Nusseibeh as chief executive, a role he has held on an interim basis since
November. Nusseibeh initially joined Hermes in June 2009 as a main board
director and head of investment. His appointment is effective immediately and
he will remain as head of investment, according to a statement.

Barclays added to its wealth and investment management
division in Birmingham with the appointment of Grant Hughes as a vice
president. He was hired to lead a new UK-wide corporate wealth advisory team
within Barclays Corporate & Employer Solutions. Before joining Barclays,
Hughes was at RBS, where he headed a team of 10 corporate financial planners
covering Wales and the Midlands. He brings over 15 years’ corporate financial
planning experience to his new role.

Brewin Dolphin, the UK-based wealth manager, appointed
Andrew Westenberger as group finance director from 1 January 2013, when the
incumbent retires. Robin Bayford will step down at the start of next year after
more than two decades at Brewin. He joined the firm’s board in 1990 and took up
full time employment as finance director the following year. Before that, he
was a manager at Ernst & Young and group financial controller at AGB
Research. His replacement, Westenberger, was finance director at Evolution
Group between 2009 and August last year.