People Moves
Who's Moving Where In Wealth Management? - JP Morgan AM, Vontobel
The latest moves in the wealth management sector across Asia-Pacific.
JP Morgan AM
JP Morgan
Asset Management has appointed Marie-Claire Bolton
and Masami Takizawa as executive directors, global real estate
client portfolio Mmanagement. Both are new positions and
effective immediately.
Bolton is based in London and reports to Pete Reilly, head of real estate Europe. Bolton joins the firm from the JPMorgan Private Bank, where she was a senior investment advisor for the UK investment team and was responsible for business development and maintaining strategic client relationships
Takizawa is based in Tokyo and reports to Ben Aiken, head of real estate Asia-Pacific client portfolio management. Takizawa joins JP Morgan from UBS Asset Management, where she was co-head of real estate and private markets, Japan.
Both Bolton and Takizawa are responsible for advising clients and the forging of strong relationships with institutional investors in their respective regions for a global real estate platform with more than $82 billion in gross assets under management and leadership positions in the Americas, Europe and Asia Pacific. Bolton will partner with institutions across Europe and the Middle East. Takizawa will work with Japanese institutions.
Vontobel
Vontobel Investment Banking has appointed Long Lee as head
of financial products for Asia, which the firm said is part of
further planned growth of its business in Asia-Pacific. The
busines is part of Vontobel, the
Switzerland-headquartered firm providing services including
wealth management.
Lee previously was CEO of Leonteq Securities Hong Kong. He will be responsible for Vontobel’s entire structured products business in Asia-Pacific with a focus on Hong Kong and Singapore. Lee will be based in Hong Kong.
Lee will bring many years of experience to the role. After obtaining degrees in Economics and Statistics from Berkeley and Harvard, he began his career in 2000 as Trader in Hong Kong at Bank of China International and BBVA, among other institutions. In mid-2010, Lee joined Leonteq Securities Hong Kong, where he held positions including Head of Trading Asia before being appointed CEO in 2014.
