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He joined the firm from EK Riley Investments, a Seattle-based firm, where he was senior vice president, director of research. Before that he worked at Wells Fargo Investments, where he was a senior equity analyst in his latest role. Paul Patterson, currently head of global trust, was appointed to the position of deputy chair, RBC Wealth Management, for ultra high net worth - international.

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Beyer founded the organization and had been at the helm for 20 years. Beyer will remain involved, serving as a strategic advisor to the Private Wealth Management program, which the firm runs in collaboration with The Wharton School of the University of Pennsylvania and Singapore Management University.

Matt Dillig and Ted Bowen join as partners and managing directors and will operate from the firm's Chicago, IL, headquarters. Together, the pair has 22 years of experience in the financial services sector and represents the eighth new advisor team to join HighTower so far this year. They joined Merrill Lynch's private banking and investment group in late July.

The pair was previously part of Lowry Hill, a boutique wealth management firm that merged with Wells Fargo's family wealth business in April to form Abbot Downing. San Francisco-based Sanctuary Wealth Services appointed Bernie Notas as chief financial officer of Sanctuary Securities, its registered broker-dealer firm. She has 15 years of industry experience and will work alongside Talia Brandt, who has served as a compliance officer at Sanctuary for the past three years. During his time there he was selected to join a consulting group of advisors who had successfully built fee-based businesses.

Murphy will lead the investment team while continuing in his role as director of risk management. He also remains as co-portfolio manager of the alternative mutual funds, alongside Mike Hennen. Smith will report to James Dornan, regional manager. He started his career in the financial services industry in as a financial advisor, moving to Legg Mason in as director of sales for the central division.

Evercore Wealth Management, a subsidiary of Evercore Partners, appointed Jordan Szekely - latterly of Goldman Sachs - as a vice president and financial advisor. At Goldman Sachs, Szekely served as a wealth advisor to high net worth individuals, families and foundations. In his New York-based role at Evercore he will work with colleagues in Minneapolis and San Francisco, reporting to Wendy Barasch, partner and head of sales and marketing. Deluca joined Beacon Trust from Bank of America Merrill Lynch, where he was a client manager and wealth management banker.

Laughlin joined from Deloitte Tax, where he was a partner for a decade, following a year stint at Arthur Anderson. Otto is a long-time BofA employee: he joined a predecessor institution of the firm in He replaces Patricia Mercurio in the state and market president roles.

She held them for over a decade but is retiring in October. The team consists of advisors Vann Wilder, senior vice president of investments, and Van Martin, wealth management specialist and advisor, in addition to Maria Wilder, their associate. Lemaire and Nowakowski joined Wells from Citizens Bank. Palisades Hudson Financial Group expanded to the West Coast this month, naming Paul Jacobs as its new chief investment officer, among a raft of other hires and promotions at the Scarsdale, NY-based firm.

The firm said Jacobs will remain as manager of the firm's Atlanta, GA, office. She is responsible for building new investment and trust client relationships with individuals, families and foundations. Fieldcamp was previously first vice president of the private banking and investment group at Merrill Lynch. Bank of the West bolstered its wealth management segment with the addition of Drew Brahos and Bruce Wetter as market strategist and senior portfolio manager respectively.

Before that, he served as senior economist at Bank of America, focusing on international equity strategy, asset allocation and fixed income strategy. New York-headquartered Innovest Systems, the financial technology firm that specializes in trust accounting and wealth management services, appointed Glenn Schmidt as chief operating officer.

Schmidt is responsible for overseeing the client service, implementation, operations and product development teams, and will also contribute to overall strategic planning. Most recently, Schmidt worked at JP Morgan as vice president of product and platform for its trust and estates business.

SEI appointed Douglas Pugliese as director of business development for its private wealth management segment, responsible for developing new client relationships with ultra high net worth individuals. Prior to joining SEI, Pugliese served as executive managing director and principal of the Northeast region for a valuation consulting and financial advisory firm.

Michael Hutten rejoined Hatteras Funds, the alternative investment manager, as executive director - a role in which he will lead sales initiatives in the western US region, based in Santa Barbara, CA. Hutten returns to the firm having served as western regional director from August until March In his new role, he will focus on business development and client relations, serving investment consultants, RIAs, and broker-dealers.

Laurie Burkhardt joined Modera Wealth Management as a financial advisor. She has also previously managed the financial planning services offering for high net worth and small business clients at a Boston-based financial services firm. Robert Plaze, deputy director of investment management at the Securities and Exchange Commission, retired at the end of August after almost 30 years at the agency. Plaze joined the SEC in as an attorney within the investment management division.

Most recently, he was in charge of rulemaking for money market mutual funds, as well as for implementing a Dodd-Frank Act requirement for hedge fund and other private fund advisors to register with the SEC. Dave Humphrey joined from Fidelity Investments, where he worked for 18 years. Anderson joined from Wells Fargo, where he was a director and senior economist. There, he contributed to macroeconomic forecasts and various outlooks and reports the bank publishes.

He has experience analyzing the economies of the US and the major European and Asian countries. Kunianski, who joined the firm in , manages commercial and private banking, while Sloan - who joined in - is the Santa Clarita Valley regional manager and also leads the firm's real estate lending business.

He now serves as executive vice president of the Orange County market. Before joining Cedar Brook, Anderson worked at ValMark Securities, providing compliance supervision for over offices of registered representatives and investment advisor representatives.

He has also served as a branch examiner at UBS Wealth Management, a role in which he led the conversion of performing and documenting branch exams to a paperless process. McGladrey, an assurance, tax and consulting services provider, expanded its financial services investment practice in Connecticut, transferring partner Kislay Shah to its Stamford office.

In the Stamford office, Shah will guide clients on matters including reporting, management, incentive fees and performance measurement. Northern Trust appointed Tony Glickman as senior vice president of global client solutions - a new position created to develop global solutions for clients including hedge funds, traditional asset managers and large institutional investors such as sovereign wealth funds.

He will relocate to Northeastern Ohio for the FirstMerit role and report to Paul Greig, chairman, president and chief executive. For the past 15 years, Salerno has managed various activities for non-profit institutions and philanthropic entities, including Fidelity Charitable and the Dana-Farber Cancer Institute.

At Deutsche, Young was a managing director and senior private banker, roles he held since Baich will join in late summer from Deloitte and Touche, where he led the global cyber threat and vulnerability management practice. Capital Guardian, the US wealth management firm, named Scott Chaisson as president of wealth management, responsible for growing this business - including its captive advisor offices.

Most recently, Chaisson was regional managing director at Rehmann Financial. PricewaterhouseCoopers, the global consulting firm specialising in assurance, tax and advisory, expanded its Asian financial advisory team by 55 in July in a bid to address the growing regional demand for professional services.

In terms of areas of practice, 25 were added to the assurance arm, 13 to tax and 17 to advisory. The hires effectively brought PwC's total partner headcount in the four offices to PricewaterhouseCoopers employs some 16, staff in Asia overall. Sun Life Asset Management, the mutual funds subsidiary of Sun Life Financial-Philippines, planned to increase its financial advisor count and forge more partnerships with private banking units of key institutions by the end of The move to boost its staff numbers comes as the firm tries to expand its wealth management presence through more alliances with major bank institutions.

He had been in the process of transitioning to his new role since May In this new capacity, he will manage daily operations at the private banking and wealth business, focusing on private wealth strategy and proposition. Fidelity Worldwide Investment, the Australian financial services firm, named Andrew Mellor to the newly-created role of associate director for consultant relationships. Mellor was previously an account manager for research at Colonial First State, where he managed key accounts across research houses representing its asset management strategies.

The firm said the new role is in line with efforts to bolster its consultant relationships offering in the country. Ching started at AMP's Hong Kong office in 2 August, where she will focus on managing key client relationships alongside institutional sales and business development functions. PDL International, the UK-based investment services firm, named Keith Campbell Golding as chief representative for the Middle East and Asia, responsible for marketing and distributing the firm's product range to local clients.

The appointment was announced alongside plans to expand the firm's distribution activity in the two regions' strong high net worth and institutional client bases. Encik Shahnaz Jammal, meanwhile, was named deputy group chief financial officer after having previously served as head of the group chief executive's office.

McIlroy was previously chief executive of the company and in his new role will be part of a team of three directors. Prior to joining Crystal Wealth, McIlroy founded Multiport, the self-managed super fund and managed accounts business that was acquired by AXA in Goh is currently the chief operating officer for institutional banking and will not assume his new post until 1 October Jiang previously served as chief investment officer for the Asia-Pacific private wealth management business of Goldman Sachs.

He reports directly to Richard Madigan, chief investment officer. Royal Bank of Scotland China chairman and chief executive Sherry Liu departed her post to pursue "outside interests. Qing Cheng Hua remains as country executive. Signet Capital Management, the UK-based fixed income hedge funds specialist, announced the resignation of Francois Hora as Asian head after four years in the role.

Hora joined another hedge fund, Complus Asset Management, in June to become its new business development head. His former colleague, Wisely Ngai, remains with the firm in Hong Kong. There are no immediate plans to replace Hora, the firm said. FNZ Australia, the technology provider to the wealth management and financial services sectors, named former Australian minister for superannuation Nick Sherry as chairman.

His appointment was announced alongside the promotion of Martin Jennings as the new chief executive for the Australasian division. Jennings is currently the managing director of the Australian and New Zealand business. United Overseas Bank, the Singaporean bank, confirmed the departure of long-time chairman Wee Cho Yaw in , after him having served in the position since He steps down effective April , but will continue to advise the bank in an honorary Chairman Emeritus position.

Hsieh Fu Hua will then become a non-executive chairman. Hsieh is a member of UOB's board and serves as director at Temasek. Commonwealth Bank of Australia appointed Matt Comyn as its group executive for retail banking services, with effect from 10 August.

Comyn has been with the group since and has held a variety of senior management roles, most recently as head of the local business banking unit. The move was made alongside the launch of a new escrow and settlement services business in the region. Timmermans was previously part of the bank's Rotterdam office.

He reports both to Maaike Steinebach, country executive for Hong Kong and head of energy, commodities and transportation for Asia, and Lout Lapidaire, managing director for escrow and settlement in Rotterdam. Schulte, who will focus on developing the firm's Asia-Pac investment and market knowledge platform, reports to Alan Harden, chief executive for the Asia-Pacific investment management unit, and Jack Malvey, chief global market strategist for investment management in New York. He was previously the global head of financial strategy at China Construction Bank International Securities, where he created the Greater China research platform.

Swiss bank UBS confirmed the departure of Stephen Gore as head of Asia mergers and acquisitions after working for 19 years at the company. BNY Mellon appointed Brigette Leckie as vice president of intermediary relationships, Australia, a newly-created role, in line with the firm's efforts to expand product and client services in the self-managed super funds market. Genji Hosono stepped down as market leader of Credit Suisse's Hong Kong division, without citing a reason. A replacement will be announced in due course.

Bermuda-based law firm Appleby relocated two senior lawyers to its Hong Kong practice. They will provide advise in Asia on offshore litigation and insolvency matters and will be the points of contact in the Asian time zone for the global team. He replaced Hui Yew Ping, who left the firm to "pursue personal interests. Chan retires after a year tenure with the company.

She has been CEO since Her retirement schedule and successor will be announced in due course, the bank said. Equity Trustees, the Australian fund management and investment firm, named Anne O'Donnell as non-executive chairman for its superannuation business.

O'Donnell takes over from Rob Dillon, who retired from his role as chairman and director of Equity Trustees Superannation. Adrian Young, managing director, also retired. O'Donnell used to be managing director of Australian Ethical Investment. Manulife named Nirmala Nair as chief legal and compliance officer for its Singapore office. She brings over 25 years of industry experience to the position, having worked as an advocate and solicitor in private legal practice for nine years and serving senior roles at established life insurance firms in the city-state.

Rubik Financial, the financial technology and software provider, boosted its wealth management division by adding Wayne Wilson as managing director to lead the newly-acquired Coin business. Coin is the financial planning software arm of Macquarie Group acquired by Rubik Financial in early August Desmond Liu, the former head of North Asia private banking at HSBC, stepped down following a management restructuring and the departure of his co-head.

Liu was appointed to the role in late , following the retirement of then-Asia private banking chief Monica Wong. In November , the bank announced a surprise new leadership structure which saw Bernard Rennell take over all private banking activity in North Asia, coming in above Liu.

HSBC confirmed that Liu was leaving the bank, without commenting further. Barclays, the UK-headquartered bank, appointed Igor Arsenin as head of its emerging Asia interest rates arm. Arsenin joined the firm from Credit Suisse, where he last served as head of Latin America fixed income strategy in New York. In his new role, he will be working closely with Barclays' global rates strategy team, reporting to Nigel Chalk, head of emerging Asia research.

Australian Financial Services, the Australian financial planning and dealer group, appointed Alan Logan as chief executive. Logan was previously a director a private consultancy fir Bombora Advice. MLC, the wealth management arm of National Australia Bank, expanded its superannuation trustee boards with the appointment of Richard Rassi.

In addition to his new duties, he now also chairs the finance and audit committee at MLC. Adveq Management, the global private equity fund management firm, named David Seex to lead its newly-launched office in Hong Kong - its third in Asia. Seex was previously the head of Asia-Pacific. Manulife Asset Management appointed Peter Kim as managing director, head of institutional sales in Korea. Based in Hong Kong, Kim started with the company in July and reports to James Chen, head of institutional sales and relationship management, Asia.

Mercer named Edmund Teo as tje new wealth management head for Asia, plus a principal consultant, bringing the consultant's Asia presence to a strong team. He reports directly to Cara Williams, the global head of wealth management in London. Chris Ivinson was also appointed head of sales for the region, reporting to Ellis. Leung moved from Swiss Privilege where he held a number of strategic roles since Western Asset Management, the UK-headquartered fixed income manager, expanded its Asian capability with four hires.

Desmond Soon now leads the investment team based in Singapore as portfolio manager. The other two new hires are Wontae Kim and Desmond Fu as portfolio analysts. He takes over from Joseph Tse, who stepped down in July after 22 years with the company for personal reasons. Barki resigned from Sarasin in June. Her old duties have been taken up by chief executive officer of Asia, Enid Yip, until a replacement is found. Hogan joined from Macquarie Investment Management where he served as head, fund accounting.

At RBC, he will be responsible for managing the client operations business in Australia and report jointly to Duncan White, head of client operations in Asia-Pacific and David Travers, managing director of Australia. Bingham is now based in Melbourne and reports to Gordon Ceresino, vice chairman of Federated Investors and executive director for international distribution.

Oppenheimer Investments Asia appointed Robin Green as its new chief executive. Green takes the lead role as broker-dealer, along with the designation of president. He joined the firm from MF Global, where he served as head of Asian insitutional equity sales for the Hong Kong branch. He replaces Steve Bernstein, who resigned in December


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