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PEOPLE MOVES: HSBC, Strabens Hall, Lombard International

By Cristian Angeloni, 7 Jun 22

Bank names global head of UHNW, while advice firm makes four hires

HSBC

Irene Hy Chen has taken on the role of global head of ultra-high net worth solutions at the banking group, effective from 1 August 2022.

She will be based in Hong Kong and joins from Citibank, where she served as head of cross-asset solutions for Asia.

Strabens Hall

The advice firm has made four senior hires.

Philippa Armitage has joined as senior investment director, while Clare de Jersey-Lowney became a marketing executive after spending the last five years at SeventySeven Wealth Management as a marketing and events coordinator.

Additionally, Lea Binoff, head of investment solutions at Vestrata, has become on a non-executive director at the firm and Kate Atherton has joined the paraplanning and administration team.

Lombard International

The insurance group has named Gerhard Schuer as managing director of its newly established distribution entity in Germany, which is subject to regulatory approval.

He was previously at Lloyds Fonds, where he served as senior sales director for nearly three years.

JTC

The global fund and private client services provider has made two senior promotions.

Head of UAE Naro Zimmerman will take on the role of deputy head of Caribbean – private client services and relocate to the Cayman Islands from Dubai. He joined the company in 2020 as an associate director in Guernsey.

Alia Haskouri will take over as head of UAE, after joining the Dubai office in 2020.

Ocorian

The global fiduciary and funds services provider has recruited Don Ross as global head of investor services.

He joins from JP Morgan Fund Services, where he served as head of investor relations for Emea.

M&G

Guan Yi Low will become head of fixed income in Apac at the investment firm, as it gears up to build a fixed income investment team in the region.

She will join on 25 July 2022 from Eastspring Investments, where she held a similar position, and will be based in Singapore.

Lowes Financial Management

The UK-based financial advice firm has promoted Gershom Chan to head of financial planning, a newly created role.

He has been at the firm for four years working in several technical roles and then becoming a consultant.

LV=

The mutual insurer has appointed Simon Moore as chair, subject to customary approvals.

He will succeed interim chair Seamus Creedon, who will continue as non-executive director of the LV= board.

Moore brings 30 years’ experience in the UK life insurance and asset management sectors including stints at Lloyds Banking Group, Chase Manhattan Bank, ABN Amro, Barclays Bank and the Confederation of British Industry.

Mirabaud

The Swiss banking and financial group has expanded its wealth capabilities in the UK with a senior hire.

William Ladenburg takes on the role of director of private banking, based in London. He was previously at Credit Suisse, where he served in a similar position.

Copia Capital

The discretionary fund manager has named Craig Berry as sales manager for the north of England, a newly created role.

Based in Newcastle, he will work with advice firms in the north of England, Northern Ireland and Scotland.

Berry joins from Novia Financial, where he worked as regional sales manager focusing on Yorkshire and the north east.

Tags: Copia Capital Management | HSBC | JTC Group | Lombard International | LV= | M&G | Mirabaud | Strabens Hall

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.