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Summary Of Global Moves In Wealth Management – April 2022

Editorial Staff

17 June 2022

State Bank of India UK, a subsidiary of State Bank of India, appointed Iain Smith as the new head of intermediary business. Smith, with 25 years of experience in the mortgage and lending markets, joined from Bank of Ireland where he was the head of intermediaries. Prior to that, he spent 23 years at Yorkshire Building Society.

Credit Suisse Asset Management appointed Andrew Jackson as head of fixed income and Matthew Oakeley as global head of data and digital services. Jackson previously worked at Federated Hermes, where he had served as head of fixed income since 2017, and as a fund manager. Prior to this, Jackson was chief investment officer at Cairn Capital. In his new role he will be based in Zurich, reporting to Filippo Rima, head of investment at Credit Suisse Asset Management.

Oakeley has 30 years’ experience in financial services. Oakeley came from UBS Asset Management, where he had served as chief digital and information officer since 2019. Prior to this, he was CTO of Investec AM and global head of IT for Schroders. Oakeley is based in London and reports to Markus Ruetimann, COO at Credit Suisse Asset Management.

Multrees Investor Services made two senior hires: Ian Catherall as head of change and proposition management and Martyn Johnson as programme director.

Catherall, who came from Barclays, is responsible for driving the business change agenda and enhancing Multrees' proposition. With more than 20 years of experience within the financial services industry, Johnson works with Catherall. Johnson specialises in defining and delivering business transformation programmes, most recently at JP Morgan within the digital platform services business.

Kleinwort Hambros named new hires to strengthen its client relationship management team in Gibraltar. Joe Bautista and David Isted joined as private bankers from J Safra Sarasin, reporting to senior banker and new business director Tony Millan. Bautista has over 30 years of experience, with a client book of more than £1 billion ($1.27 billion) of assets, ranging from private clients to institutional insurance companies as well as family offices. Isted has more than 20 years of experience, also with a broad range of clients.

Carlos Ibanez, who came from J Safra Sarasin, has been appointed head of fixed income. He reports to Susie Jackson, head of offshore investment management who leads the teams of Jersey, Guernsey and Gibraltar. Ibanez has expertise in the bond markets and insurance companies segment. 

Laura Grover joined the Gibraltar team in late 2021 as an associate private banker, after working remotely for Arbuthnot Latham Private Bank during the pandemic. She worked at ABN AMRO Asset Management and State Street Bank before that.

Bite Investments, an alternative investments and technology company, made four hires: Justin Mason, Matthew Purcell, Alex Seymour and Tom Hamilton.

Goldman Sachs named Rob Mullane and Tristan Blood as the co-heads of platform and client strategy for its private wealth management business in Europe, Middle East and Africa. Mullane, who joined the firm in 2007, was named managing director in 2012 and Blood, who joined the firm in 2005, was named managing director in 2015.

Two senior Pictet bankers joined Edmond de Rothschild in the MENA region – Saman Habibian and Manuel Sturm. They joined as market leader Middle East and Africa and chief operating officer for MENA. Habibian was head of Middle East at Pictet in Zurich. Prior to joining the Swiss firm in 2019, he worked for Julius Baer from 2010, notably as head of GCC International, then successively as CEO Julius Baer Bahrain and deputy global head for Middle East and Africa. Sturm was chief of staff for the Middle East and Africa region at Pictet in Zurich. Prior to that, he was head of the business management of the emerging markets region team at Julius Baer.

Tenet Group, the UK financial advisor support network, appointed two new regional business managers. Julie Mulvanny and Rory Jackson joined its sales and recruitment team. Mulvanny spent the last 23 years at Prudential. Jackson joined as regional business manager for London and the South East. He was previously an associate director at TCC Group, and also served in the Royal Navy for seven years.

Value Partners Group, the Hong Kong-listed firm, appointed David Townsend as managing director for its Europe, Middle East and Africa business. Townsend is based in London and reports to the firm’s president, June Wong. 

Warren Luyt, managing director for Trident Trust in Dubai, left the firm to take a break from the business world. The business in Dubai is led by Luyt’s co-director, Kristine Vitug and the senior executive officer of Trident Trust DIFC, Dave Lange.

Global professional services provider JTC appointed Wendy Holley as its first chief sustainability officer. She added this role to her current one as chief operating officer.

HSBC Private Banking in the UK appointed former senior JP Morgan figure Robert Kalff to head up its family office operations. This was a newly-created role. At JP Morgan, Kalff was head of origination at the private bank in the UK, covering entrepreneurs, City executives and family offices.

Quilter Cheviot Europe, the Irish subsidiary of Quilter Cheviot, made three senior hires for its team in Dublin. William McDonald, who joined as an investment manager, previously served in senior roles with Appian Asset Management and Cannacord Genuity. He reports to Donnacha Fox, chief investment officer at QCE. Patrick Good and Tom O’Dea joined QCE from Kennelly Tax Advisers (KTA) and PwC respectively to boost QCE’s financial planning proposition, following the hire of Andrew Fahy as head of financial planning in early 2022. Good and O’Dea report to Fahy.

Rathbone Greenbank Investments appointed former senior Fidelity figure Marian Woodward as impact manager. Based in Rathbones’ London office, she reports to Kate Elliot, head of ethical, sustainable and impact research. Woodward works with Greenbank’s investment teams based in London, Bristol, Liverpool and Scotland. 

IQ-EQ, the investment services group, named Bram Eijsbouts as its new chief commercial officer for Luxembourg. Having joined IQ-EQ in 2020, Eijsbouts was promoted from his previous role as head of business development for Luxembourg. Eijsbouts has a 20-year international track record in the financial services industry.

A senior figure at Julius Baer, who led international private banking teams in Singapore for 17 years, returned to its Lugano office to create a new group. Alberto Maria Martinelli moved back to Switzerland at the start of April to build a new team with a focus on serving international clients. Martinelli reports to Sergio Leoni, group head Italy and Ticino for Julius Baer.

BNP Paribas Asset Management made two appointments for its exchange-traded funds and index solutions sales arm. Benjamin Ertler and Martin Walentowitz joined as senior sales manager and sales manager, respectively. Based in Frankfurt, they report to Claus Hecher, head of business development for ETF and index solutions in Germany, Austria and German-speaking Switzerland.

Ertler joined from MSCI, where he was a vice president in index coverage for German banks and asset managers for more than five years. Walentowitz joined from BNP Paribas Wealth Management, where he was an investment manager for more than three years.  

JTC, the listed, global professional services business, appointed Sean Walsh as director in its private client services team in Guernsey. Before JTC, Walsh worked at a large independent fiduciary services business in Guernsey, where he oversaw a team specialising in the establishment and management of offshore vehicles, focusing on driving the firm’s business development strategy. Walsh has worked in the sector for two decades.

Kleinwort Hambros appointed Jason Spivey as group chief human resources officer, reporting to Mouhammed Choukeir, the group’s chief executive, and Ben Higgins, Societe Generale's UK head of HR. Prior to joining Kleinwort Hambros, Spivey was an HR leader for Merrill Lynch Investment Managers, Deutsche Bank and Lazard with experience of working in finance, operations, trading, foreign exchange and investment banking across Europe, Asia, and North America.

Hamilton Lane, a private markets firm, made promotions in its UK team.

London-based Antony Anastasiadis and Nina Kraus were promoted to principals from vice-presidents. Anastasiadis, who joined Hamilton Lane in 2017, is responsible for conducting diligence and execution of secondary transactions in the private equity market. Kraus works in Hamilton Lane’s fund investment team, where she focuses on fund investment opportunities across Europe, the Middle East and Africa.

The Financial Conduct Authority, the UK regulator, appointed two new directors of authorisations. Laura Dawes, who took up one of two new DoA roles, is interim director of strategy, policy, international and intelligence in the FCA’s Enforcement and Market Oversight Division.

Working alongside Dawes as a fellow DoA is Dominic Cashman, who joined from TP ICAP, an interdealer broker, where he was most recently head of integration and transformation and, previously, interim group head of operations. 

Craig Chapman joined as finance director in May. Chapman was chief financial officer at RTX RouteTrader, a fintech operating in the telecoms sector. Before that, he served in senior finance roles at ED&F Man, a commodities trader, and Barclays Capital.  

Shareholders of Denmark-based Saxo Bank elected Henrik Andersen as a new member of the board of directors. Andersen is president and chief executive of Vestas Wind Systems, a sustainable energy business. He previously served as group president and CEO of Hempel A/S and held executive leadership positions in ISS A/S. Earlier in his career, Andersen worked for more than a decade in the financial industry.

Rothschild & Co appointed David Kilshaw as a managing director and head of private client wealth solutions in a full-time role in its UK wealth management business. Kilshaw, who has more than 35 years’ experience of advising wealthy individuals, family offices and financial institutions, joined from specialist private client advisory firm Rawlinson & Hunter. Previously he was head of private client tax at KPMG and head of family office at EY.

JTC the listed, global professional services business, appointed Kate Beauchamp as an independent non-executive director. Beauchamp is a qualified lawyer with more than 20 years' experience in private and commercial practice, and in the provision of corporate and legal advisory services in the UK and US.

Wedlake Bell appointed a new partner – Matthew Brunsdon-Tully – as head of family alternative dispute resolution and innovation. Brunsdon-Tully is also vice-chair of the Resolution Pensions, Tax and Financial Remedies Committee.

Nikko Asset Management reshuffled its leadership in Europe. It named Rob Bluzmanis as regional head of EMEA and chief executive of Nikko AM Europe. John Howland-Jackson continued as chairman of Nikko AM Europe in a non-executive capacity and stepped into a new global strategy role as senior advisor for international affairs. Both report to Stefanie Drews in Tokyo, who was appointed as president of Nikko AM.
 


Asia-Pacific
The international private banking arm of Deutsche Bank made two appointments in its Asia-Pacific discretionary portfolio management arm. Stefanie Holtze-Jen was named as head of DPM for Asia-Pacific, and Harsh Agarwal was made DPM head of fixed income in Asia.

 

Based in Singapore, Holtze-Jen took on responsibility for DPM, Asia-Pacific, in addition to her role as chief investment officer, Asia-Pacific. She reports to Tuan Huynh, global head of discretionary portfolio management, in addition to her CIO reporting line.

Agarwal, who reports to Holtze-Jen, joined Deutsche Bank in 2013 and has more than 15 years of experience in the fixed income markets, spanning local currency credits, investment grade, high yield, distressed debt, and convertible bonds. He was most recently co-head of APAC credit desk strategy, and a senior member of the global credit trading team in the investment bank. 

Manulife Investment Management appointed Jessie Liu as head of transactions and portfolio management, real estate, private markets, Asia. In her new role, she reports to Marc Feliciano, global head of real estate, private markets, and will join Manulife Investment Management’s global real estate leadership team. Since joining Manulife Investment Management in 2019, Liu led and completed multiple investment transactions in key Asia markets across different property types including logistics, commercial and multi-family. She is based in Hong Kong. 

Channel Islands-based financial services firm PraxisIFM Group named Katja Daborn as managing director of its Hong Kong office. Daborn, who has been at the firm for 15 years, leads a 15-strong team. She began her career by attaining an LLB (Hons) law degree specialising in German law. With prior experience in employment law, Daborn is also experienced in employee matters, and can speak many languages including English, German and French.

Julius Baer named former UOB Private Bank senior figure Wai Meng Loh as team head for Greater China. Wai Meng Loh is based in Singapore. Wai Meng Loh worked for five years at UOB, most recently as senior team leader for the North Asia market. Prior to this, he worked at senior management level at AirAsia, Singapore Press Holdings and OCBC Bank.

T Rowe Price appointed Ramon Maronilla as fixed income portfolio specialist, based in Hong Kong. Maronilla joined the firm’s investment specialist group, which has 46 specialists globally. Maronilla reports to Sydney-based Nick Beecroft, Asia-Pacific head of investment specialist group. Prior to this, he spent 11 years at JP Morgan Asset Management, where he was a managing director and head of fixed income investment specialists for Asia-Pacific-ex Japan. 

Sumitomo Mitsui Banking Corporation appointed Tomofumi Watanabe as managing director and co-general manager of the structured finance department, Asia-Pacific division. Watanabe was previously based in Tokyo where he served as the GM of global structured finance department Tokyo. He has more than 10 years’ experience overseeing various structured finance transactions, including telecommunications, theme parks, transportation, shipping, energy, power and other infrastructure. Watanabe was also responsible for overseeing the opening of the SMBC office in Silicon Valley, California. In his new role, based in Singapore, Watanabe is overseeing the bank’s regional portfolio focused on sustainable energy, infrastructure and natural resources. Watanabe, who succeeded Ken Tomisaki, reports to the managing executive officers and co-heads of the Asia-Pacific division – Yuichi Nishimura and Rajeev Kannan.

BNP Paribas appointed former Deutsche Bank figure Stanley Song in the newly-created role of head of BNP Paribas Securities Services in China. Song is based in Shanghai and reports to CG Lai, chief executive of BNP Paribas China Limited and Franck Dubois, head of Asia-Pacific for BNP Paribas Securities Services. He joined Philippe Kerdoncuff, who has been steering BNP Paribas Securities Services since 2016 as the co-head. Before this role, Song was head of Securities Services for Deutsche Bank China. Previously, he served in senior client management and fund services roles at HSBC, State Street and Standard Chartered in China.


Standard Chartered appointed long-standing senior figure Sachin Bhambani as head of wealth management for South Korea. Based in Singapore as life insurance group head, Bhambani relocated to Seoul, South Korea in May. Bhambani reports to Hojune Ryan Chang, head of consumer, private and business banking head, South Korea and Marc Van de Walle, global head, wealth management.

Bhambani joined Standard Chartered in India in 2000, serving in leadership roles across segment management, branch banking, cash equities, bancassurance, managed investments and wealth lending before relocating to Thailand as head of wealth management. He then moved to Singapore to join the group wealth management team in 2017 as group head of non-life insurance before subsequently becoming group head of life insurance from 2020.

Tim Tu, the chief executive for Credit Suisse’s China joint venture, stepped down to follow other opportunities inside the Swiss banking group. Tu has been CEO of Credit Suisse Securities China Limited (CSSCL) since July 2020 after the bank obtained a 51 per cent stake in the securities joint venture. Daniel Qiu was made interim CEO of CSSCL. 

Qiu assumed this role alongside his existing responsibilities as head of investment banking and capital markets (IBCM) at CSSCL – a post he has held since October 2020. Joining the bank in Hong Kong in 2010 as a managing director in IBCM, Qiu has more than 20 years of experience in the global financial services industry, including in the US, Singapore, Hong Kong and Mainland China.

Julius Baer appointed Christine Soong as group head Greater China. Based in Hong Kong, Soong reports to David Shick, head of private banking Greater China and branch manager for Hong Kong. Soong worked in the wealth sector for more than three decades, focused particularly on clients in the China and Taiwan markets. Since joining Julius Baer in 2018 as a team head, she was subsequently promoted to deputy group head for Greater China in October 2021. Previously, she held senior positions at Standard Chartered Private Bank, Core Pacific, KGI Wealth Management and Taishin Holdings Hong Kong.

Saxo Capital Markets HK, the online trading and investment group that is part of Denmark’s Saxo Bank, appointed Ken Shih as head of wealth management, Greater China. Lester Chan was the former head of wealth management in the region. Reporting to Manish Prasad, head of asset management, Asia-Pacific, Shih oversees all aspects of Saxo Markets’ wealth management strategies and offerings in the Greater China region. Based in Hong Kong, Shih also reports to Richard Douglas, CEO of Hong Kong. Shih, an 18-year financial industry veteran, previously held senior sales and strategy positions at HSBC, UBS, JP Morgan and other top financial institutions in the US and Hong Kong. For the past three years, Shih was head of sales and marketing at Hong Kong-based fintech start-up AQUMON.

UOB Malaysia appointed Ng Wei Wei as its first female chief executive, taking over from Wong Kim Choong, who stepped down from the post after leading the bank since 2012. Wong took on a new role as senior advisor, overseeing the integration of the bank’s and Citigroup’s retail banking business, until his planned retirement. Ng is an experience banker who, in the earlier part of her career from 2000 to 2006, honed her banking skills at UOB Malaysia. Following various leadership roles at global financial institutions in Malaysia and Hong Kong, she returned to UOB Malaysia in 2019 as managing director and country head of wholesale banking, before assuming the role of deputy CEO in 2021.

Union Bancaire Privée appointed Roger Meier as head of sales and client trading for Asia, reporting to Dimitri Platonoff, head of treasury and trading for Asia. Prior to this, Meier led the structured products advisory and sales teams at Julius Baer,  where he had covered the Asia-Pacific region since 2010. Meier, who has more than 30 years of experience in the financial industry, is based in Singapore.

Citigroup appointed Angel Ng as head of Asia-Pacific global wealth management. Ng, who heads the US bank’s integrated wealth platform serving clients across the wealth continuum from the affluent to high net worth, is Citi CEO for Hong Kong and Macau. Based in Hong Kong, she reports to Peter Babej, Asia-Pacific CEO, and Jim O’Donnell, CEO of global wealth management. Ng also leads Citi’s personal banking franchises in Hong Kong and Singapore, including retail banking, cards and loans. She is taking over from Fabio Fontainha and Steven Lo, formerly co-heads of global wealth management for APAC, who have moved into new roles. Fontainha is global head of Citigold and Citigold Private Clients, leading Citi’s global client strategy across these client segments. Lo became head of Citi Private Bank for APAC.

IQ-EQ, the investor services group, appointed David Kim as its new chief commercial officer for Asia, based in Singapore. Kim has more than 25 years’ experience in the financial services industry. Prior to joining IQ-EQ, he served as head of client services, Southeast Asia for a prominent financial institution. 

ING appointed Martijn Hoogerwerf as head of sustainable finance for the Asia-Pacific region. Based in Singapore, Hoogerwerf joined ING’s Sustainable Finance APAC team in 2019. He has more than 10 years’ experience in sustainable finance markets, where he took on a variety of climate-related investment and advisory roles. Hoogerwerf reports functionally to Ana Carolina Oliveira, global head of sustainable finance (ad interim) and regionally to Catherine Low, head of lending and transaction services for APAC.

Citigroup’s Australia’s markets business appointed a new managing director, Nicki Ashton, as senior relationship manager, working on the superannuation offering – aka retirement funds. Ashton previously worked in the bank’s equities and trading business before moving to asset management, where she served in a variety of management positions, most recently with IFM Investors and Pendal Group.

Standard Chartered in Hong Kong named Alson Ho as head of wealth management in the jurisdiction. Ho reports to Lay Choo Ong, head of consumer, private and business banking (CPBB), Hong Kong and Marc Van de Walle, global head, wealth management.

Prior to joining Standard Chartered, Ho headed the Hong Kong insurance business for Citibank.

Sumitomo Mitsui Banking Corporation made Singapore-based appointments of Yuichi Nishimura and Rajeev Kannan as managing executive officers and co-heads of the Asia-Pacific Division.
 


North America
Raymond James welcomed advisors Don Prescott, Tennelle Nickel and Marc Cooper to Raymond James Financial Services, in Medford, Oregon. The advisors joined the team at SilverTree Wealth Partners from Edward Jones where they previously managed about $180 million in client assets. 

 

Prescott has more than 19 years of industry experience gained at his previous firm. After beginning her career in 2014 as a branch office administrator, Nickel became a financial advisor at Edward Jones. She transitioned to Raymond James to partner with her brother, Don, and the professionals at SilverTree Wealth Partners. Cooper has been serving clients as a financial advisor since 2017. Previously, he worked in several leadership roles with Edward Jones, including field trainer, mentor and level leader.

The firm welcomed Virginia-based financial advisors Jon Schubert, Brent Bigney, Mike Morrison and Adam Stalcup to Raymond James Financial Services – the firm’s independent advisor channel. As Resolute Private Wealth, the advisors were joined by client service associates Stacey Hytree and Amy Tesi. Based in Forest, Virginia, they serve clients including business owners, corporate executives, family offices, women investors, endowments and foundations. The team previously managed about $340 million in client assets at Merrill Lynch. Chief operations officer at RPW, Stalcup also joined the advisor team in 2018.

The firm brought in financial advisors Keith Haller and Cory Shepard to Raymond James Financial Services. The duo operates as Haller and Shepard Capital Group and is based in Kirkland, Washington. They joined from Edward Jones where they previously managed about $327 million in client assets. 

SVB Financial Group, parent of Silicon Valley Bank, named Kay Matthews as chair of its board of directors. She joined SVB's board in 2019, after retiring from her 36-year career at Ernst & Young where she served in several leadership roles for the global organization.

Vestia Personal Wealth Advisors, appointed Lauren Oschman as chief executive. Oschman succeeded Tommy Martin, who focuses as a member of Vestia’s board of directors. Oschman, who co-founded Vestia in 2018, is based in Nashville, Tennessee. 

BNY Mellon Wealth Management named Justin Williams as senior client strategist. Previously, he worked at worked at Wells Fargo. Williams serves ultra-high net worth families, business corporate executives, private equity and hedge fund principals and their family offices, as well as foundations and endowments on their comprehensive wealth needs. He is based in Seattle and reports to Bo Lee, market president, Pacific Northwest. At Wells Fargo, Williams served as a wealth advisor, senior vice president. 

State Street, the US financial group, named Michael Knowling as head of its global clients division. Knowling reports jointly to Joerg Ambrosius, executive vice president of State Street Corporation, and Chris Coleman, global client management head.

Fiduciary Trust International appointed Philip Jodz as senior relationship manager, based in its Radnor office. Jodz manages the delivery of a broad range of services to ultra-high net worth, family office, non-profit clients and their advisors.

With two decades of industry experience under his belt, Jodz was a director in the Philadelphia office of Abbot Downing, where he was responsible for managing client relationships through the coordination of investment management, fiduciary administration, wealth transfer, and multigenerational planning for individuals and families. He also provided philanthropic and administrative services to foundations and endowments. 

Law firm Katten recruited high net worth attorney Kevin T Keen as a partner in its private wealth practice in Dallas, Texas. Previously, Keen served as managing partner at another international law firm’s Texas office and practiced as a US-qualified private client attorney in Zurich, Switzerland. 

Sanctuary Wealth welcomed Santa Barbara-based Saige Private Wealth, its seventh team of advisors in California. The three-person team, with around $270 million in client assets, is led by founder and managing partner Antonia La Rocca. 

La Rocca previously spent 14 years with UBS Financial Services where she was senior vice president, wealth management. Prior to that she worked as a tax consultant for a major international accounting firm in Los Angeles, as well as having owned and managed a small medical services business in Maryland. La Rocca, who is a graduate of Loyola Marymount University, with a master’s degree in taxation from the University of Southern California, earned a CPA license from the State Board of Accountancy in California. 

New York-listed Franklin Resources, which operates as Franklin Templeton, appointed Sandy Kaul as senior vice president to provide advisory consulting and thought leadership as part of the Franklin Templeton Institute. Based in New York, Kaul has more than 25 years of industry experience. She joined from Citigroup, where she served as managing director and global head of business advisory services.

Glenmede appointed Kenneth Spruill as managing director and team leader of the Center for Family Philanthropy and Wealth Education. He reports to the center’s director, Nina Cohen, who has led Glenmede’s Philanthropic Advisory business for more than a decade. Spruill most recently served as senior philanthropy advisor of private foundation solutions for PNC Private Bank Hawthorn. Previously, he served as a senior talent consultant and manager of diversity strategies for PNC, and as the workforce diversity officer and relationship manager for Wachovia Corporation. 

Capital Group appointed three new members to join its RIA advisory board, bringing membership to 12 practitioners, specialists and industry leaders. The new members are Ann Gookin, managing director, investment and firm management, Freestone Capital Management; Damon A White, chief operating officer and co-founder, Evermay Wealth Management, and Jayman Yi, founder and chief investment officer, Roehl & Yi.

Credit rating and market intelligence firm S&P Global appointed prominent economics writer and historian Dr Daniel Yergin as vice chairman following its merger with IHS Markit. Dr Yergin serves as a member of the leadership team and reports directly to S&P Global president and chief executive Doug Peterson. Previously vice chairman of IHS Markit, his appointment became effective at the close of the merger. 

Allspring Global Investments formed a “chief diversity office” to promote greater diversity, equity and inclusion across the business and the wider industry. Ann Miletti serves as chief diversity officer while continuing as Allspring’s head of active equity. She reports directly to Joe Sullivan, Allspring’s chair and chief executive officer. Additionally, Sonya Rorie was named deputy chief diversity officer, a full-time role, reporting to Miletti. With more than 30 years of asset management industry experience, Miletti has worked as an investment leader, portfolio manager, and analyst.

Sonya Rorie, CFA has more than 25 years of industry experience and joined the chief diversity office from Allspring’s institutional client group. 

KKR, aka Kohlberg Kravis Roberts, appointed Pamela Alexander as managing director and head of corporate citizenship. Based in New York, Alexander oversees the development and execution of KKR’s corporate citizenship and strategic philanthropy programs globally. 

Alexander joined from Ford Motor Company, where she spent more than two decades in senior community development and government relations roles. Most recently, Alexander was director of community development for the Ford Motor Company Fund, the philanthropic arm of Ford Motor Company, where she directed and led community engagement for the US. 

Lafayette Square Foundation, an affiliate of US-based Lafayette Square and a non-profit public charity, appointed Susannah Vickers as executive director. With 25 years’ public sector and capital markets experience, Vickers most recently served as the New York City Assistant Comptroller for Pensions and designated trustee to the NYC pension systems.

Insigneo, the the Miami-based independent broker-dealer and registered investment advisory firm, appointed Peter Isern as a senior vice president in Miami. Isern partners with Gonzalo Milian, SVP who has been part of the Investment Professionals Insigneo network since 2018. Isern's and Milian's combined assets are $250 million.

Isern, who has nearly 24 years of financial services experience, worked for Morgan Stanley and Merrill Lynch prior to joining the UBS Miami branch. Milian, part of the Investment Professionals network of Insigneo, manages affluent clients and institutions from Venezuela, Italy, Costa Rica, United Kingdom, Argentina, Panama, Nicaragua, and other countries within Central, South America and the Caribbean. He has more than 10 years of experience as an international financial advisor and has been registered with Insigneo since January 2018. 


Hamilton Lane, a private markets firms with $753 billion in advisory assets, has made promotions in its UK team. The senior promotions spanned investments, client solutions, legal and operations.

London-based Antony Anastasiadis and Nina Kraus were promoted from vice-presidents to principals. Anastasiadis, who joined Hamilton Lane in 2017, is responsible for conducting diligence and execution of secondary transactions in the private equity market. Kraus works in Hamilton Lane’s fund investment team, where she focuses on fund investment opportunities across Europe, the Middle East and Africa.

The promotions include those of nine individuals to managing director and 18 individuals to principal. Among the MDs, five were women, equating to 36 per cent of the firm’s senior leadership:

Adam Shane, head of fund formation counsel;
Chenkay Li, direct equity investments;
Emily Nomeir, direct credit investments;
Kristin Jumper, head of transaction legal;
Matt Barbato, head of operational due diligence;
Michael Woollatt, head of Canada;
Ryan Cooney, secondary investments;
Sarah Mehra, head of primary transactions counsel: and 
Stephanie Davis, private wealth solutions.

The firm also promoted the following individuals to principal:
Antony Anastasiadis, secondary investments; 
Brian Reilly, Taft-Hartley Services; 
Bryan Jenkins, private market analytics;
Dan Connaughton, head of Asia compliance;
Denise Dunbar, director of accounting;
Dominic Mammarella, direct equity investments;
Donald Duncan, head of broker dealer and AML compliance; 
Drew Carl, director of external reporting; 
Gina Ro, head of Evergreen operations; 
Jennifer Maier, head of client services; 
Joseph Fritz, director of tax; 
Jungchul Shin, client solutions – Korea; 
Kate McGann, marketing and communications; 
Nina Kraus, fund investments; 
Salvador Almeida, client solutions – Latin America; 
Santiago Rivera, director of valuation; 
Vivienne Watganai, fund investments; and 
William Lo, secondary investments.

In addition to the promotions, the firm recently welcomed Christian D’Amico as principal, client solutions based in the firm’s Frankfurt office, Elizabeth Bell as principal on the real assets investment team, and Steve Binder as head of Taft-Hartley Services.

Argent Trust Company vice president and trust officer Heather Webb was selected as a member of the Fellows of the Texas Bar Foundation. She was chosen for her contributions to the legal profession and her dedication to improving the justice system throughout Texas.