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Summary Of Asia-Pacific Wealth Management Executive Moves – February 2026

Editorial Staff

24 March 2026

The international wealth management arm of Nomura appointed a long-standing former UBS figure, Etienne Broussaud, as managing director to head its Southeast Asia and Middle East (SEAMEA) lending and credit solutions team. Based in Singapore, Broussaud reports to Sudhir Nemali, chief operating officer and head of lending and credit solutions at the firm. 

Adams Street Partners, a private markets investment management firm, promoted Chris Cho, partner, investor relations, to head its IR group for Asia. Cho, who joined the organisation in 2017, leads the firm’s regional investor relations strategy and client engagement efforts across Asia-Pacific, excluding Japan. Cho succeeds Ben Hart, who left Adam Street Partners after 10 years of service. Cho will be based in the business’s Hong Kong office in the second half of this year.

Citi Vietnam, part of Citigroup, appointed Thai Nguyet Minh as markets head and country treasurer, reporting to Sue Lee, head of markets for Asia South. Thai Nguyet Minh has nearly two decades of experience in Vietnam markets. She served in leadership roles across various financial institutions, most recently at Maybank as head of global markets Vietnam and BNP Paribas where she was head of global macro sales.

Julius Baer appointed former UBS senior figure Winfried Daun as global head for brand and marketing. Daun served in various strategic and leadership roles at UBS for more than 19 years. 

Schroders Capital appointed Sabrina Meng as head of Schroders Capital Business Development, Asia, based in Hong Kong: She has 17 years of experience in consulting, investment and fundraising roles across private markets.

Barclays appointed Werner Schlossmacher in the newly-formed role of chief operating officer for Barclays Private Bank Asia. Based in Singapore, Schlossmacher reports to Leo Müller, COO of Barclays Private Bank & Wealth Management.

Bank of Singapore appointed Bernard Heng as head of customised solutions, Heng will lead the development, management, and execution of complex product and bespoke solutions, with a focus on ultra-high net worth clients. He reports to Lim Leong Guan, global head of investment solutions group. Heng has served in senior roles at UBS Wealth Management and Credit Suisse Private Bank.

UBS appointed Andrew Bird as head of wealth management for Australia, after leading National Australia Bank's wealth management arm, JBWere, for a decade. Bird rejoined the firm after spending time as a market manager for UBS in Melbourne. He also served in senior roles at Credit Suisse’s private bank, and Citi Private Bank.

Arta Finance, an AI-driven wealth and fintech firm headquartered in Silicon Valley and Singapore, named a new CEO, Felix Lin, who succeeded co-founder Caesar Sengupta. Lin most recently served as president and CFO of the company. Prior to Arta Finance, he was vice president of payments partnerships at Google, where he was responsible for expanding the financial ecosystem built on Google’s payment systems. 

HSBC Bank (Singapore) appointed the group chief operating officer of HSBC, Suzy White, to join its board. White, who was made group COO in October 2024, is a member of the group operating committee. She has worked at HSBC for 25 years.

KGI, an Asian financial group, appointed Aaron Long as managing director for wealth management. Long, who is based in Hong Kong, reports to James Wey, head of international wealth management. Before this move, Long served in senior roles at HSBC, Manulife, AIG, and Aflac in China and the US.

Standard Chartered appointed Raza Jafree as global head, private client sales, based in Hong Kong. Jafree reports jointly to Sharad Desai, global head, sales and structuring, CIB and Raymond Ang, global head, private bank and affluent clients, and head wealth and retail banking, Greater China & North Asia. Before this, Jafree worked for almost 30 years at Credit Suisse and subsequently at UBS.

Citigroup appointed Kriss Pachauri as director, global asset managers, for Australia and New Zealand. Based in the Sydney office, he reports to John Mclean, head of equity capital markets and global asset managers for Australia and New Zealand.

Standard Chartered made senior appointments to its discretionary portfolio management team in Singapore:
-- Sylvain Huard (head of asset allocation), who came from BNP Paribas Wealth Management, now reports to Daniel Furer, global head for DPM; 
-- Sarah Lee (senior equity portfolio manager), who joined from Indosuez Asset Management; and 
-- Chiang Ming Rong (portfolio analyst), from from Schroders.

Withers, an international law firm, appointed Raymond Oh as a partner in its corporate practice, based in its Singapore and Hong Kong offices. Oh joined from Sidley Austin, where he was a partner and deputy head of the firm's China corporate and finance practice in Hong Kong. 

Utmost, which provides insurance-based wealth solutions, appointed Tim Goodall as head of technical sales – Singapore, reporting to Mark Christal, head of Asia. He has almost 20 years’ experience in the sector, has held various business development positions primarily based in the UK. In 2023, he relocated to Dubai where he was responsible for heading business development in the independent financial advisor channel covering the Middle East and Africa.