Here is the round-up of wealth management industry moves for the month of July, 2015.

The month of July was a relatively busy one in some respects for moves in the Asia-Pacific wealth management industry. WealthBriefingAsia continued to win a number of exclusives with senior moves, especially at ANZ’s private banking operations.

Northern Trust named Simon Willcox as its new head of investment risk and analytical services for the Asia-Pacific region. He replaced Andrew Tan who took up a role in Northern Trust's Canada office. Willcox is based in Singapore to lead the delivery of technology, reporting and consulting services for institutional investors and asset managers in the region. Functionally, he reports to Fiona Horsewill, global head of product, investment risk and analytical services, while regionally, he reports to William Mak, head of Asia-Pacific at Northern Trust.

Mario Bassi, global head of business management at the private banking arm of Australia and New Zealand Banking Group, or ANZ, resigned from his post.

Bassi, who took up the role in 2013, is based in Sydney. Prior to holding that role, he was managing director and head of Asia for Solution Providers Management Consulting, a Swiss management consultancy firm. He joined that organisation in July 2010 from Deutsche Bank’s private wealth management arm, where he had held the role of head of strategy, business development, marketing and communications for Asia-Pacific. He started his banking career in 1983 and worked with Vontobel and Credit Suisse, relocating to Singapore in 2001 before recently shifting to Australia, according to his LinkedIn profile.

Australia and New Zealand Banking Group appointed Francyn Stuckey as global head of capabilities and client solutions in its transaction banking business, reporting to the managing director for global transaction banking, Carole Berndt. She is based in Hong Kong.

Stuckey joined from Bank of America Merrill Lynch where she was a managing director and global head of strategic solution delivery for global transaction services, based in London. She was also previously director of global transaction services at Citigroup.

Zurich Insurance Group hired Kevin Leong as head of customer, distribution and marketing for its global corporate division in Asia-Pacific. He is based in Singapore in his new role. Leong replaced Reginald Peacock, who is now heading Zurich global corporate in Japan. Leong reports to the chief executive of global corporate in Asia-Pacific, Keith Thomas. Previously, Leong worked at Allianz as chief agent and CEO for global corporate and speciality in Canada. He was responsible for managing all daily operations and identifying growth initiatives with local, regional and global stakeholders. Prior to that, he was CEO for Allianz global corporate and speciality in Singapore.

Vistra Group, the global corporate service provider for trust, fiduciary and other services, said Jane Pearce joined its Jersey office as managing director. She replaced Chris Burton, who moved to Vistra’s Singapore office as managing director after holding the reins in Jersey for five years.

Pearce leads the corporate, fund administration and private client trust business on the island in her new role. Before joining Vistra, she worked with the States of Jersey Chief Ministers Department as part of a team consulting on the proposed changes to Jersey’s regulatory environment for the funds industry.

Manulife (Singapore), part of Canada-based Manulife, appointed a chief product officer and chief marketing officer. Carlos Vazquez is chief product officer of Manulife Singapore. In his role, Vazquez oversees product management and pricing. He has 20 years of global experience, having lived and worked in six different countries, and is a 10-year veteran of Manulife.

Vazquez has held senior roles in the fields of product development, pricing and risk management. Prior to joining Manulife Singapore, he was the chief product officer for Manulife Indonesia, where he led the launch of many product innovations for the market.

Wendy Walker will serve as chief marketing officer and oversee marketing, branding, customer centricity, communications and analytics at Manulife Singapore. She has more than 20 years of experience across a variety of industries, including telecommunications, healthcare and travel. Prior to joining Manulife Singapore, Walker was the chief growth officer – Asia-Pacific at Mindshare, with overall responsibility for all marketing communications and new business development across the Asia-Pacific region.

Nomura appointed Shengbo Tang as head of Hong Kong and China insurance and non-bank financials research. Tang joined from CICC where he held a similar role for the last five years. Before this, he worked as an insurance analyst at Everbright Securities and as an actuarial manager at China Taiping Insurance Company.

In his new role, Tang is based in Hong Kong, reporting to the bank's head of China equity research, Wendy Liu.

Northern Trust appointed its Australia and New Zealand country head, Rohan Singh, to lead Singapore and South East Asia regions. Singh took on responsibilities previously held by the company's head of Asia-Pacific region, William Mak. He returned to Singapore, having previously been based there as Northern Trust's head of asset servicing sales for Asia-Pacific, to drive the asset servicing and asset management business across South East Asia.

Replacing Singh as head of Australia and New Zealand was Madeleine Senior, who most recently served as the company's head of business development for its asset servicing business in Europe, Middle East and Africa.

One of the most prominent figures in emerging market investing, Dr Mark Mobius, stepped down as the lead portfolio manager of the Templeton Emerging Markets Investment Trust (TEMIT), which is listed on London and New Zealand stock exchanges. Dr Mobius was succeeded by Carlos Hardenberg; Dr Mobius will remain as a portfolio manager when Hardenberg takes up the post on 1 October 2015.

Hardenberg had been senior vice president and managing director of Templeton Emerging Markets Group and relocated to London with his new responsibilities.

PricewaterhouseCoopers named Raymund Chao as its chairman of Greater China. He also joined the global consultancy and accountancy firm’s global network leadership team as one of five partners and its sole Asian representative. Prior to Chao's new role, he was PwC’s assurance leader for China and the Asia-Pacific region. He was also one of the core members of the PwC global assurance executive team, which determines the strategy and direction for the firm’s assurance business on a global basis.

Credit Suisse appointed Selina Sia as head of Greater China equity research for the firm’s private banking and wealth management arm. She is based in Hong Kong.
Sia brings with her over 20 years of experience in Hong Kong and China equity research. She began her research career with Jardine Fleming in 1994 and has most recently worked with Mirae Asset Securities (HK), where she was the head of regional consumer research.

Chung Shaw Bee, who stepped down as regional head for wealth management in the ASEAN region at Standard Chartered, was replaced by Sumeet Bhambri. Chung Shaw Bee had held the role since December 2013; the bank said she was leaving for personal reasons and had decided to pursue other opportunities outside Standard Chartered. Bhambri was previously head of wealth management for the Middle East, North Africa, Afghanistan, Pakistan and Europe regions.

In his new role, Bhambri is based in Singapore, reporting to Judy Hsu, group head, wealth management.

UBS appointed Markus Egloff as head of wealth management distribution in Asia-Pacific and its Hong Kong/Singapore wholesale business for the bank’s asset management arm. Egloff joined UBS’s wealth arm in Asia in 2006 as a sales manager; he later headed the sales management team in the region before becoming chief of staff for wealth management in Hong Kong.

As a consequence of this move, Alice Page took over this chief of staff role and is head of the Hong Kong high net worth "competence centre" at the firm, reporting to Amy Lo, chief executive for UBS Wealth Management in Asia. Page joined UBS in Hong Kong in 2006 in the strategic analysis and business development team. Later, she moved to the UBS Business University before joining the ultra high net worth business in 2010 to lead the client development team. Page spent the past two years as desk head for the Philippines.

Global risk advisor and insurance broker Willis Group, which also offers private client services, appointed David Chan and Cedric Luah within its Singapore team. Chan was appointed as Asia head of affinity and small and medium-sized enterprises. He leads affinity marketing, which focuses on relationships with retailers, employers and other organisations, while driving growth in the SME space. Chan joined from JLT where he was managing director of the firm’s affinity and SME division for Asia.

Luah joined as Asia head of human capital and benefits. He previously served as director for client development at AIA Group in Hong Kong. There, he worked within the corporate clients segment and the multinational pooling business.

Doug Guzman, managing director and head of global investment banking of RBC Capital Markets, was appointed as group head of wealth management and insurance, effective 1 November 2015. Guzman succeeds George Lewis, who stayed at RBC as a senior portfolio manager within global asset management.

Guzman reports to Dave McKay, RBC's president and CEO, and became a member of the firm's group executive, which sets the overall strategic direction of the bank.

Chen Hsiou-Ling, head of private banking in Taiwan for Citigroup, retired from the post. Her role was filled by Rudolf Hitsch, Citi Private Bank’s China general market manager.

Gabriel Chan, the head of greater China in Singapore for JP Morgan’s private wealth management business, left the US bank. Chan, who held the role of managing director, worked at JP Morgan since joining from DBS in 2011.

M&G Investments appointed Jeik Sohn as an investment specialist to boost its proposition to Asia clients. He reports to Andrew Hendry, managing director for Asia.
Sohn joined M&G in 2009, working with M&G's multi-asset team in London.