People Moves

Who's Moving Where In Wealth Management? - UBS, Northern Trust, Citi Private Bank, BNY Mellon

Editorial Staff 10 November 2017

Who's Moving Where In Wealth Management? - UBS, Northern Trust, Citi Private Bank, BNY Mellon

The latest moves in wealth management across the Asia-Pacific region.

Citi Private Bank
Citi Private Bank has appointed Sutarmin Lili as a managing director and senior private banker. 

The banker has previously worked as a senior banker for ultra-high net worth clients in the Southeast Asia region at Julius Baer, and at Bank J Safra Sarasin subsequently. He is an Indonesian national.

UBS Asset Management
UBS Asset Managementhas appointed Charlotte Baenninger as head of fixed income, WealthBriefing Asia understands. She is based in UBS' Zurich office.

Baenninger has been leading fixed income on an ad interim basis since the start of this year, and now takes the role on a permanent basis. She has 30 years of experience in the investment industry. She has spent her entire career at the firm, beginning as a trainee in 1987, and was appointed head of fixed income Switzerland and CEMEA in 2001, managing that area for 16 years before additionally taking on the global role in January 2017.

Northern Trust
US-based asset management firm Northern Trust has appointed Danielle Henderson to its Sydney office, expanding its Asia-Pacific market advocacy & innovation research operation.

She will be responsible for implementing market advocacy and innovation research activities in the Asia-Pacific region. Henderson, who has 20 years industry experience of the global securities and market infrastructure sectors, has joined from Kairos Enterprises, where she was responsible for market infrastructure development within the Australian securities industry.

BNY Mellon
BNY Mellon Investment Management has appointed Lydia Wu as Institutional Sales Director, China and Gigi Wang, Business Development Manager, China.
Wu will be based in Hong Kong and responsible for growing and strengthening relationships with Mainland and Hong Kong-based Chinese institutions.  

Wang will be based in Shanghai and responsible for our broader business development effort in the Mainland. Both Lydia and Gigi will report to Jessie Zhang, head of institutional distribution, Greater China and Southeast Asia, BNY Mellon Investment Management.

Wu most recently spent four years as vice president of China business development for State Street Global Advisors where she was responsible for growing and maintaining relationships with Chinese institutions including sovereign wealth funds, insurance companies, banks and wealth management firms.  Prior to this she spent six years at Morgan Stanley Investment Management with a focus on Chinese institutions.

Wang joins from Bosera Asset Management where she spent seven years in the role of institutional business development director. Working from Shanghai, she was responsible for developing new business opportunities with institutional clients including commercial banks, insurance companies and pension funds. 

 

Register for WealthBriefingAsia today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes