Before the move to Morningstar, Bishun spent over three years as a senior investment solutions director at Brooks Macdonald, and has held roles at BlackRock, Barclays, Baring, and Citi. He worked at Barclays for 10 years, beginning as assistant portfolio manager and working his way to head of investment management for Channel Islands.

Launched in 2022, the Wealth Management Solutions group is designed to bridge Morningstar Wealth’s investment management with partner firms, which it hopes will “help advisers build centralised investment propositions”.

Ben Lester, head of distribution at Morningstar Wealth, said: “We are thrilled to welcome Chris to the Morningstar Wealth team. He brings a tremendous amount of experience and knowledge and we’re looking forward to working with him to enhance the service proposition we deliver to advice firms.”

This article was written for our sister title Portfolio Adviser

Located in Hong Kong’s Kowloon district, the centre is part of Citi’s continued investment in Hong Kong, one of the bank’s four wealth hubs globally.

Citi Global Wealth, which was formed out of the merger of the consumer and private banking businesses last year, serves the full wealth spectrum ranging from mass affluent to ultra-high net worth.

In Asia, Citi Global Wealth has close to $200bn (£174bn, €202bn) in client assets under management and over 2 million clients.

Angel Ng, head of Citi Global Wealth for Asia, said: “As a top-three wealth manager in Asia, we are well positioned to capture Asian clients’ growing appetite for wealth solutions and back them up with the best of both worlds, high-tech and high-touch.

“Hong Kong is one of our leading global wealth hubs and today’s opening underlines our commitment to invest further to support client led growth in Hong Kong and across the region.”

For more insight on asset and wealth management in Asia, please click on www.fundselectorasia.com

Aveline San has been promoted to chief executive for Hong Kong and Macau and chief executive of Citibank in Hong Kong.

She joined the bank in 2019 as regional chief compliance officer for Asia Pacific.

San succeeds Angel Ng who was promoted to Apac head of global wealth management in April 2022.

IQ-EQ

The financial services provider has promoted Shaun Gils to global head of insurance, a newly created position based in London.

He first joined the business in 2015 in Mauritius to establish a unit servicing third-party insurance, funds, private wealth and corporate clients. He then went on to become managing director of shared services in the African country.

Canaccord Genuity Wealth Management

The wealth management firm has strengthened its senior team in Jersey.

Ryan Harrison has been promoted to head of wealth management for Jersey. He has been at the firm for 15 years and most recently was investment director.

RBC BlueBay

The European asset management subsidiary of RBC has hired Pieter Krom as director of business development for the Benelux region.

He joins from Netherlands-based investment fund and ETF data provider FinFiles, where he worked as a director.

Strabens Hall

The financial advice firm has recruited Angela Lloyd-Read as client director.

She used to work as financial planning director at 7IM Private Client. She is also a council member of the Insurance Institute of London and chair of the Personal Finance Society, London region.

Kingswood

The international wealth and investment giant has hired two financial advisers in the UK.

Jade Rose will join the London office from Byblos Bank, where she worked as a KYC officer; while Max Sullivan will be based in the Kent office and was previously a financial adviser and director of Sandringham Financial Partners.

Sullivan will also lead Kingswood’s partnership with Irwin Mitchell in the south of England.

Angel Ng has been promoted to head of global wealth management for Apac at the banking giant.

She was previously chief executive for Hong Kong and Macau, and has been at the firm since 1998.

Ng takes over from co-heads Fabio Fontainha and Steven Lo, who have been promoted to head of Citigold and Citigold Private Client, and head of Citi Private Bank, respectively.

HSBC Private Banking

The private banking arm of HSBC has hired Robert Kaliff to head its family office division to expand its ultra-high net worth client base.

He joins from JP Morgan Private Bank, where he worked as head of origination.

REYL Intesa Sanpaolo

The Swiss banking group has promoted Nicolas Besson to chief investment officer.

He will be based in Geneva and take on responsibility for the supervision of the firm’s investment activities across all asset classes.

Besson joined the firm in 2015 as head of fixed income and senior portfolio manager and then took on the role of deputy chief investment officer.

UBP

The private bank has named Roger Meier as head of sales and client trading for Asia.

He is based in Singapore and will work alongside the firm’s wealth management and investment services divisions.

Meier joins from Julius Baer, where he led the Apac structured products advisory and sales teams since 2010.

Julius Baer

Alberto Maria Martinelli has relocated to Bank Julius Baer in Switzerland after 17 years in the Lion City.

He was previously Singapore team head of private banking international.

Martinelli has been tasked with building a team in Lugano focusing on business acquisition and the development of the international client book.

Tabula Investment Management

The European ETF provider has recruited Silvia Della Foglia to bolster its Italian coverage team.

She was previously at Citigroup in London, where she worked as a director for 15 years.

Rathbone Greenbank Investments

The sustainable arm of Rathbones Investment Management has appointed Marian Woodward as an impact manager, based in London.

She will be responsible for leading the bank’s impact investment offering.

Woodward joins from Fidelity International, where she worked as an investment analyst.

Quilter Cheviot Europe

The Irish subsidiary of Quilter Cheviot has made three hires to boost its European offering.

William McDonald joins as an investment manager, while Patrick Good and Tom O’Dea join the firm as financial planners.

McDonald was previously at Appian Asset Management, whereas Good was at Kennelly Tax Advisers and O’Dea at PwC.

Stephen Kavanagh will retire as chief executive of the IFA firm on 29 April 2022 and become the company’s chairman.

Kavanagh has spent 12 years as chief executive.

Kathleen Gallagher, who joined Chase de Vere as a trainee financial adviser in August 2000, will succeed Kavanagh as chief executive.

She was most recently director of advisory services.

Novia Financial

The platform business has named Christina Dolding as director of adviser and customer experience.

Dolding joins Novia from LV=, where she worked in the heritage business for two and a half years.

Prior to that, she spent nearly 13 years at Quilter during which time she held a number of senior roles including head of customer experience and innovation.

Amundi

The asset manager has named Vincent Mortier as chief investment officer.

Mortier has been group deputy chief investment officer of Amundi since 2015.

He succeeds Pascal Blanqué, who has been appointed chairman of the newly created Amundi Institute.

Also, Matteo Germano has been appointed deputy chief investment officer of Amundi.

Germano’s former responsibilities regarding the multi-asset investment platform will be divided as follows: John O’Toole is named head of multi-asset investment solutions and Francesco Sandrini is named head of multi-asset strategies.

Sanlam Private Wealth

Chief executive Penny Lovell has left the business, a spokesperson confirmed to our sister publication Portfolio Adviser.

The wealth arm was sold to funds managed by Oaktree Capital Management in September 2021, with completion expected in April.

Sanlam declined to provide any comment beyond confirming Lovell’s departure.

She joined Sanlam UK in September 2017 from Close Brothers Asset Management, where she was managing director, prior to which she held a similar role at Rothschild Asset Management.

Citi Private Bank

The group has bolstered its UK operation with four hires.

Helen Gammons joins from HSBC Private Bank, where she spent almost seven years – including over four years in the media and entertainment group and prior to that was based in Monaco.

Sehr Askari joins from Standard Chartered Private Bank in London, where she was responsible for marketing a multi-asset platform of products and services to global south Asian and European high net worth and ultra-high net worth clients.

Nadia Kribi joins from Kleinwort Hambros, where she spent 17 years serving some of the bank’s most high profile clients.

Neil Hutchison has joined from Barclays Wealth Management in London, where he worked with UHNW clients and family offices across multiple jurisdictions.

Wren Investment Office

The multi-family office has made three senior and four executive appointments.

Eirian Jones, one of the founders of Wren, has been appointed chief investment officer.

Daniel de Fernando is stepping aside from that role as planned last year, but will remain a non-executive director and a member of the investment committee.

William Drake has been appointed a senior adviser and Robert Mason joins Wren as private equity consultant.

The four additional executive appointments at Wren are as follows: Dan Young joins the client team as client relationship associate director from Stonehage Fleming; Luke Heywood-Jones will be an investment analyst, Roger Windmill has been brought into the operations team and Alice Woods has joined the client relationship team.

Charles Stanley

Richard Kelly has been hired as head of strategic partnerships.

He joins from Brooks MacDonald, where he was also head of strategic partnerships.

Also joining the team to help drive growth in the intermediary market is Laura Mathison as intermediary sales manager.

She was previously at Brooks Macdonald, Nucleus and Standard Life.

Tenet Group

The adviser support network has appointed Simon Broadley as managing director of Tenet&You – its advice business.

Dave Harris has also joined as head of customer acquisitions.

Columbia Threadneedle Investments

The global asset management group has appointed Emmanuel Archampong as head of insurance, Emea.

Archampong joins from Wells Fargo Asset Management, where he was head of insurance business development for all markets outside of the US, a role he has held for the past two years.

Generali

The insurance giant has announced that chairman Gabriele Galateri di Genola will withdraw his name from consideration for the upcoming board renewal.

It said: “The board has conveyed its appreciation for his decision which reflects the intention of the board to select a future chairman who fully meets the independence criteria according to the Italian Corporate Governance Code.”

Schroders Personal Wealth

The advice firm has appointed Rupert Dickinson as an independent non-executive director to its board.

He previously worked at Barclays Bank, joining the group in 2000 and rising to chief executive of Barclays Stockbrokers in 2012. He was also a member of the executive committee of the wealth management division from 2012 until his retirement in 2018.

Dickinson is currently a non-executive director of JP Morgan Elect, Sparrows Capital and Killik and Co.

Crestbridge

The financial services provider has named Ellie Sharples as director, senior compliance officer.

Prior to joining Crestbridge, Sharples spent four years as a senior manager at the Jersey regulator leading a team of regulatory supervisors responsible for assessing Jersey banks compliance with financial services regulations, local and international laws.

Liontrust

David Roberts is to retire from fund management in August. This comes after a career of managing fixed income funds and investment teams that began in 1988.

He joined Liontrust in January 2018 along with Phil Milburn and Donald Phillips to create the Liontrust Global Fixed Income team.

Roberts will increasingly step back from investment management over the next few months and reduce his marketing commitments, with Milburn and Phillips becoming co-heads of the Liontrust Global Fixed Income team.

Milburn will be responsible for macro-economic analysis, while he and Phillips will continue to co-manage the four funds.