Summary Of Wealth Management Moves In Asia-Pacific – March 2022 – WealthBriefingAsia

Senior moves in the Asia-Pacific wealth management sector during March 2022.

Specialist debt advisory firm Arc & Co appointed former
Coutts senior figure Paul Davies as regional chairman in
Asia-Pacific. Davies has more than three decades of experience in
the financial services industry, having held senior positions at
NatWest Bank and Coutts in the UK, Switzerland, India and in
Asia. For 15 years he was based in Singapore, building Coutts’
Asian business for high net worth clients in Singapore, Malaysia,
Indonesia and Thailand, as well as for global Non-Resident
Indians. His previous role was vice chairman of Coutts, Southeast

Franklin Templeton named Sweta Dugar as head of institutional
business for Southeast Asia, excluding Malaysia. Richard
Surrency, head of alternatives for Asia at the firm, was assigned
to a newly-minted role: head of relationship management and
client services for Asia. They both report to Tariq Ahmad, head
of Asia distribution at Franklin Templeton. Dugar is based in
Singapore. Before joining the US firm, she worked at BlackRock
and Capital Group, working in business development and client
relationship management serving clients across Asia. Surrency,
who joined Franklin Templeton in 2020, is still based and works
from Singapore.

Saxo Markets in Hong Kong appointed Redmond Wong as market
strategist. Wong, who reports to Saxo Group’s chief
economist and chief investment strategist, Steen Jakobsen, is
responsible for communicating Saxo’s global investment strategy,
generating Hong Kong and mainland China focused research, and
delivering actionable insights across different asset classes and
tradable instruments. Based in Hong Kong, Wong also reports to
Richard Douglas, CEO of Hong Kong.

Value Partners named Hyung Do Kim as senior director, head of ETF
business and Korea sales. Based in Hong Kong, Kim reports to the
group’s president, June Wong. Kim worked in both Hong Kong and
Seoul. Previously, he was deputy head of the quantitative
investment department at CSOP Asset Management in Hong Kong. Kim
also served as the head of ETF investment team at Korea
Investment Management in South Korea.

Sumitomo Mitsui Trust Asset Management, or SuMi TRUST, appointed
Hiroki Moritani as managing director of its London office,
Sumitomo Mitsui Trust International Limited (SuMiTIL). Moritani
took over from Yukihiro Murota who returned to the firm’s Tokyo
headquarters. With 26 years’ experience in the financial
industry, Moritani was previously general manager for global
business, development, product management and distribution at
SuMi TRUST’s global business development department in Tokyo.

UBS appointed two senior figures in its family advisory business
for the Asia-Pacific market. Amy Lau was named family advisor and
director, previously having worked at HSBC Global Private
Banking, where she was director, family advisory. Andrew Lo was
appointed head of family advisory and family office solutions for
Greater China. He was …….