The latest senior wealth management moves and appointments in the Asia-Pacific region during the month of June.

Sun Life Hong Kong appointed Christine Yeung as general manager, life and health. Yeung has held various senior positions with major insurance companies in Hong Kong including FTLife, where she was chief commercial officer and chief product officer. Prior to that, she served at multinational insurers such as AIA and Manulife, spearheading their product proposition strategy and the development of both Hong Kong and regional markets. Steven Fong, general manager of distribution, resigned to pursue other opportunities.

Julius Baer made new senior appointments in Southeast Asia. Andrew Lee – currently group head of Southeast Asia – took on a new role as vice chairman of Southeast Asia. Lee joined the bank in 2016. Vi Sun Yang joined the firm as a group head of Southeast Asia, succeeding Andrew Lee. Yang is a private banker who brings more than two decades of experience in the wealth management industry. Prior to joining Julius Baer, Yang was with UBS Singapore for 14 years, responsible for Singapore and Indonesia markets. Most recently, she was head of private client segment and wealth management client service specialists. Earlier in her career, Yang was with American Express Bank, DBS Bank and Standard Chartered Bank.

Shui Wei Ho joined as a group head of Southeast Asia. Ho was most recently with Bank of Singapore where she was the market head for Thailand and Indochina. Prior to that, she was with UBS and the Monetary Authority of Singapore. Ho took over from Christian Cappelli who returned to Switzerland to take on a new role as head APAC Switzerland.

UBS appointed managers in its alternative advisory and sales teams in Asia. The new figures were Thomas Roland-Guyot, whose main coverage will be global family and institutional wealth clients, focusing on private markets; William Shin, also mainly focused on GFIW clients, with a hedge fund slant, and Nikki Yeung, an investment funds specialist.

Roland-Guyot was most recently head of private markets and alternatives at the French bank, CA Indosuez. Shin, who has more than 12 years’ experience in the alternative asset class space, previously worked at Bank of Singapore. Yeung previously worked at Deutsche Bank in Hong Kong where she was an investment funds specialist for more than three years. They report to Marie Chew, head investment funds and alternatives for Southeast Asia.

HSBC Global Private Banking appointed Bryce Wan as market head for north Asia. He is based in Hong Kong and reports to Siew Meng Tan, regional head for the private bank in Asia-Pacific. Wan took up a slot vacated when Ivan Wong, who was the interim market head, North Asia for HSBC Global Private Banking, left the bank earlier this year. 

Prior to this, Wan served in leadership roles at UBS. Most recently, he was market team head of global family and institutional wealth for Hong Kong and China markets at that Swiss bank. Wan also worked at UBS as head of global family office in Hong Kong, and country team head of UHNW business for China. Prior to UBS, Wan spent 19 years at Goldman Sachs Private Wealth Management.

Hong Kong-listed Value Partners Group named former senior BlackRock figure Ricky Tang as managing director, co-head of client portfolio management. He serves as co-head of client portfolio management, alongside co-head Frank Tsui. Based in Hong Kong, Tang reports to group chairman and co-chief investment officer Louis So, and president, June Wong. With more than 15 years’ experience in the financial sector, Tang was most recently a director, multi-asset investment strategist at BlackRock. 

SEI, the investments and technology solutions group, appointed one of its own senior figures, Sanjay Sharma, to lead its private banking business segment. Sharma, who has worked at the US-based firm for 14 years, was previously their chief technology officer. Before he joined SEI, Sharma ran a consulting business. In total, he has worked in the financial services industry for a quarter of a century.

US-based investment house Matthews Asia named Cooper Abbott as chief executive; he succeeded William Hackett who retired. Abbott, who has more than 20 years’ senior investment management experience, has served in a variety of leadership roles. Most recently, he served as president and chairman at Carillon Tower Advisors where he founded and built the global multi-boutique asset management company providing equity, fixed income and multi-asset class solutions to a range of institutional and retail investors.

Franklin Templeton appointed Matthew Harrison and Tariq Ahmad as co-heads of Asia-Pacific. Harrison, managing director, Australia and Tariq Ahmad, head of Asia distribution, have joint ownership and accountability of APAC strategy. They took over from Vivek Kudva, APAC head, who retired from Franklin Templeton after 16 years at the firm. The co-heads, who report to Adam Spector, executive vice president, global advisory services, develop and execute the overall APAC strategy jointly.

Northern Trust Asset Management, part of US-based Northern Trust, appointed Miles Mallick to the newly-created role of chief operating officer, Asia-Pacific. Mallick, based in Melbourne, reports to John McCareins, head of NTAM in Asia-Pacific and Archana Kumar, global chief operating officer for NTAM. Mallick, who was most recently head of investment operations and data and analytics at Telstra Super, has more than 25 years of experience in various leadership roles in asset management, wealth management, and fintech firms.  

Ares Management Corp, a New York-listed alternative investment house, appointed a former senior HSBC figure to increase its business growth in Asia in the wealth management space. The firm appointed Henry Lee as head of Asia for Ares Wealth Management Solutions. He joined the Hong Kong office, and reports to Raj Dhanda, Ares’ global head of wealth management in AWMS. The role is a newly-created one. Lee worked at HSBC for 16 years.

Julius Baer’s Thailand joint venture with Siam Commercial Bank announced a raft of senior appointments. Khun Varisa Labanukrom joined SCB Julius Baer as a team leader, Khun Narumon Samart joined as a relationship manager; Khun Panurat Nara-Arc joined as an RM. Khun Pajaree Sakulsuraekapong and Khun Pajaree Sakulsuraekapong also joined as RMs, as did Khun Sorawan Suwanwat.

Credit Suisse appointed Min Huang as head of asset management, Asia-Pacific, in addition to her role as head of asset management for China. Huang spent seven months leading asset management in the Asia-Pacific region on an interim basis. Huang continued to report to Ulrich Körner, CEO of Credit Suisse Asset Management. With over 20 years of experience in the financial services industry, Huang joined Credit Suisse in 2006. 

HSBC appointed Irene Hy Chen as global head of its ultra-high net worth solutions arm – part of the bank’s wealth and personal banking business. Chen, who is based in Hong Kong, joined from Citibank where she was most recently head of cross-asset solutions for Asia, responsible for providing structured solutions for high net worth and ultra-HNW clients and family offices. Chen reports to Karl Faivre, head of investment and wealth solutions in EMEA (ex-UK) and Switzerland.

M&G Investments, the UK asset manager, appointed Guan Yi Low as head of fixed income in Asia-Pacific. Guan Yi joined from Eastspring Investments where she was head of fixed income. She is responsible for developing M&G’s capabilities by expanding the team and, over time, launching new strategies for the firm’s clients. Guan Yi, who has more than 20 years of experience in the Asian fixed income markets, jointly reports to Jim Leaviss, chief investment officer of M&G’s public fixed income division, and Loretta Ng, head of Asia-Pacific.

Capital Group appointed former Goldman Sachs senior figure Suyin Tan as managing director, financial intermediaries, for Singapore and Southeast Asia. Based in Singapore, Tan leads the financial intermediary sales team. She reports to Jeik Sohn, head of client group, Singapore and Southeast Asia. Most recently, Tan was an executive director at Goldman Sachs Asset Management. Prior to her nine-year venture at that US firm, she spent 13 years at Henderson Global Investors serving as a director based in Singapore where she spearheaded and implemented their retail distribution strategy.

United Overseas Bank in Vietnam has a new chief executive, Victor Ngo. He took over from Harry Loh, who relinquished the role. Ngo has more than three decades’ experience under his belt. He joined UOB in 2004 and was head of group compliance from 2017 to 2022. Before that, he led group audit from 2006. His banking career has also seen him work in Singapore and Australia.

UBS appointed Denise Lim as chief operating officer of UBS Singapore; she joined from PricewaterhouseCoopers. Lim had been lead partner at PwC for risk and regulatory topics including conduct and culture, fraud risk and market conduct, anti-money laundering/know-your-client work, and tax-related financial crime matters. In addition, Lim was most recently the human resource partner for her business unit looking after talent management, recruitment, mental wellbeing as well as diversity and inclusion.

Hong Kong-based Value Partners promoted Kelly Chung to investment director, head of multi-assets. Chung continues to report to the group’s co-chairmen and co-chief investment officers, Dato’ Seri Cheah Cheng Hye and Louis So. Chung joined the group in April 2016 as a senior fund manager. Chung, who has worked in the investment space for more than 20 years, previously served in various senior roles at LGT Bank (Hong Kong), SEI Investments, Merrill Lynch Global Wealth Management and HSBC Asset Management.

HSBC Asset Management appointed Yigit Onat as head of multi-asset, Asia. Based in Hong Kong, Onat reports functionally to Jean Charles Bertrand, global multi-asset chief investment officer, and locally to Cecilia Chan, Asia-Pacific chief investment officer.

Citi Hong Kong appointed Charles Lam as Hong Kong head of markets and Caroline Chan as Hong Kong head of securities services in the Institutional Clients group. Lam is responsible for leading Citi’s markets business in Hong Kong, and the development and implementation of product strategies, covering equities, fixed income, rates and currencies, commodities and spread products. Since joining Salomon Smith Barney in 1998, which later became part of Citigroup, Lam has served in a number of sales and trading roles globally.