People Moves
Who's Moving Where In Wealth Management? - Credit Suisse, Susi Partners
The latest moves in wealth management across Asia-Pacific.
Credit Suisse
Credit Suisse
is reshuffling its Asia-Pacific communications team, with Sheel
Kohli, who has headed up this team at the bank, moving on. He
will be replaced by Edna Lam, head of communications for
Southeast Asia and communications partner for private banking in
Asia-Pacific.
Edna Lam has worked at the Zurich-listed bank for more than 12 years. Lam is a 25-year veteran of in-house communications spanning diverse sector experience in both North and Southeast Asia, from banking and finance, aviation, healthcare, tourism, electronic payments to chemical industries, as well as across all communications pillars from media relations, internal communications, crisis and issues management to digital and social media.
Kohli is leaving the bank to pursue other opportunities.
Susi Partners
Swiss investment manager SUSI Partners has
appointed Wymen Chan to head its Singapore-based investment team,
taking effect from September 2018.
He joins SUSI from Armstrong Asset Management and has previously held positions with investment firms in Singapore and New York.
As managing director, Chan will be leading SUSI’s plan to launch an investment strategy dedicated to the Asia energy transition for Southeast Asian markets. The strategy provides access to institutional investors with an appetite for proven renewable energy and energy efficiency infrastructure investments and aims for stable annual distributions.
AGDelta
Asia-based fintech firm AGDelta, has appointed of
David Roy as Managing Director – Product Management, based in
Hong Kong. Roy comes from JP Morgan.
Roy has worked in both private banking and asset management technology in Asia, in Europe and in the US across disciplines such as trading, compliance, data management and project delivery. He will be based in AGDelta’s Centre of Excellence in Hong Kong, where he will further develop AGDelta’s Digital Wealth Platform.
Company projects under his watch have included those at JP Morgan Private Bank, Putnam Investments and Standard Chartered Bank.
AGDelta, with centres in Singapore and Hong Kong, has handled over $1.5 trillion worth of financial investment product transactions and addresses regulatory requirements in 15 markets globally.
