People Moves

Who's Moving Where In Wealth Management? - HSBC Private Banking, Lipman Burgon & Partners

Editorial Staff 30 August 2018

Who's Moving Where In Wealth Management? - HSBC Private Banking, Lipman Burgon & Partners

The latest moves in wealth management across Asia-Pacific.

HSBC Private Banking
HSBC Private Banking has appointed Sanjay Shah as desk head, international markets and Amit Ratadia as senior director.

Based in Singapore, Shah will support the build-out of the bank’s offshore India business and oversee wealth management strategies for its international client base.

He joins with 18 years of international private banking experience spanning India, Hong Kong, Switzerland and Singapore. Sanjay reports directly to Sundar Ramani, market head, Australia, international, offshore Japan and offshore India.

Ratadia was previously relationship manager of international markets. He has 16 years of experience in the Middle East and Singapore. He reports directly to Shah.

The appointments are effective immediately. In addition, two more senior directors are joining Shah’s team. The firm will announce this in due course. 

Lipman Burgon & Partners
Sydney-based boutique wealth management firm Lipman Burgon & Partners has appointed Alex Pikoulas to the newly created role of portfolio manager.

Pikoulas has 20 years of markets experience in Australia and overseas, including eight years as an equity analyst in funds management and broking, and 12 years in equity sales at JP Morgan, Merrill Lynch and Deutsche Bank.

 

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