A roundup of wealth management senior moves in the Asia-Pacific region in the final month of 2022.

The Hong Kong Investment Funds Association appointed Julia Leung as its chief executive. 

Jason Moo, head of private banking of South-East Asia and branch manager of Singapore, stepped down from his position at Julius Baer to pursue opportunities outside the bank. He was replaced by Jimmy Lee as ad interim head of private banking South-East Asia and Benjamin Sim as ad interim branch manager of Singapore. Lee, a member of the executive board of Julius Baer Group, and head of Asia Pacific, took over as ad interim head of private banking of South-East Asia. He continues to lead the region in his current role. Sim, deputy branch manager of Singapore, stepped in as ad interim branch manager of Singapore, starting in December 2022.

Asia-based SuMi TRUST appointed Kei Ohashi as director of client services and global business development. Ohashi is based in the firm’s London office where he works alongside Shigeo Mito. Ohashi has more than 10 years’ experience in the asset management industry. Prior to his new role, he was the associate investment director for product management and distribution at SuMi TRUST in Tokyo. 

A senior figure at RBC Wealth Management in Asia, Nick Chan, left the Canadian group. Chan, based in Hong Kong, has been at the firm since December 2021, where he was head of private banking for North Asia, and subsequently head of sales for Asia.

Carsten Stoehr, the Greater China chief executive of Credit Suisse, left the firm, rounding out a 25-year-career at the bank. Stoehr was Greater China CEO and board chair for Credit Suisse (Hong Kong) and Credit Suisse Securities (Hong Kong).

Standard Chartered appointed Nick Huang as head, client coverage, Asia. He has more than 30 years’ experience in banking. Prior to this, Huang worked at East West Bank, where he was head of commercial banking. Before East West Bank, he served in senior roles at Chinatrust Commercial Bank, JP Morgan, China CITIC Bank International, and Citigroup. In his new role, Huang is based in Hong Kong and reports to Paul Skelton, global head, client coverage.

Raffles Family Office named Zann Kwan as chief investment officer and managing partner of Revo Digital Family Office. It also appointed Rizal Wijono as a member of the Independent Advisory Board. Revo is Raffles’ new digital family office offering. Kwan, who has almost 25 years’ professional and financial services experience, is based in Singapore. It also appointed Rizal Wijono as a member of the Independent Advisory Board. Wijono was most recently with Micro Connect Group where he was an MD in the investor relations team. 

Hang Seng Bank appointed Jordan Cheung as chief marketing officer, effective 19 December. Having worked in insurance, aviation, hospitality and retail, Cheung is an experienced business leader in Hong Kong and other regional markets. Prior to joining the bank, he was vice president, CRM and performance marketing at yuu, Dairy Farm International, the largest loyalty club in Hong Kong.

JP Morgan Private Bank appointed Ulysses Lau as head of investments and engagement for Asia. Lau succeeded Diana Robinson, who returned to London to carry out a similar role leading the investment advisor team for the firm’s UK, Ireland and Channel Islands business. Lau is based in Hong Kong. Reporting to Kam Shing Kwang, CEO for JP Morgan Private Bank in Asia, Lau implements investment plans for clients who have sophisticated financial needs based on their long-term goals and multi-generational objectives. Lau has more than 15 years of investment experience at the private bank in the region across different markets. Most recently he was the head of investments and advice for Hong Kong and the Philippines.

Federated Hermes hired Mei Lin Tan as director of wholesale distribution in Asia-Pacific. Reporting to Jakob Nilsson, head of APAC distribution, Tan is responsible for raising third-party assets and delivering new business targets in line with the APAC sales strategy. She is based in Singapore and worked in the banking and asset management sector for more than two decades. Prior to this, Tan worked for NN Investment Partners. 

Indosuez Wealth Management appointed three wealth management experts, including bankers, after establishing new market segments, including Southeast Asia and North Asia. The appointments included Sandy Chen, managing director, senior banker; Mark Chester Ng, executive director, senior banker and Sarah Lee, director, senior portfolio manager, asset management.