Tag: appointment

  • HSBC Private Bank Bolsters Taiwan Onshore Market with Appointment of New Head

    HSBC Private Bank Bolsters Taiwan Onshore Market with Appointment of New Head

    HSBC Private Bank recently revealed the induction of Edward Chiu as the Market Head for Onshore Taiwan, effective from June 1, 2026. This is part of their strategy to fortify their onshore operations in Taiwan.

    Edward Chiu brings over two decades of exemplary leadership experience in wealth management and affluent banking within Taiwan to his new role. His tenure at HSBC Taiwan as the Head of Premier Elite since 2024 has been marked by significant growth. Before joining HSBC, Chiu held senior leadership positions at DBS and Citibank, where he established a strong track record in revenue growth, talent development, and client acquisition.

    Edward Chiu’s New Role

    In his new position, Chiu will spearhead the onshore private banking business in Taiwan. He will work in close association with other business lines to offer comprehensive solutions tailored to the needs of Taiwanese clients. Chiu is set to report to Kanas Chan, the Head of Private Bank for North Asia and Hong Kong, and Kevin Hu, who is the Head of International Wealth and Premier Banking in Taiwan.

    Upon the announcement of Chiu’s appointment, Kanas Chan expressed that Taiwan is a strategically crucial growth market for their business operations in North Asia. He further stated that Edward’s appointment will bolster the leadership team in Taiwan, and it underlines their dedication to augmenting their onshore presence and enhancing the client experience.

    Chan also mentioned that with Chiu’s extensive expertise and proven track record in serving High Net Worth and Ultra High Net Worth clients, he is confident that Chiu’s leadership will expedite HSBC’s growth trajectory in Taiwan and set the stage for the next phase of business success.

    Questions & Answers

    Who has HSBC appointed as the Market Head for Onshore Taiwan?
    Edward Chiu has been appointed as the Market Head for Onshore Taiwan by HSBC.

    What will be Edward Chiu’s role at HSBC?
    Edward Chiu will lead the onshore private banking business in Taiwan and collaborate with other lines of business to offer comprehensive solutions for Taiwanese clients.

    Who will Edward Chiu report to in his new role?
    Edward Chiu will report to Kanas Chan, Head of Private Bank for North Asia and Hong Kong, and Kevin Hu, Head of International Wealth and Premier Banking in Taiwan.

  • UOB Private Bank Intensifies Greater China Expansion with Appointment of New Market Head

    UOB Private Bank Intensifies Greater China Expansion with Appointment of New Market Head

    United Overseas Bank (UOB) Private Bank has announced the appointment of seasoned banker Paul Zhou as the Market Head for Greater China. This strategic move is aimed at accelerating the bank’s expansion plans in one of Asia’s most fiercely contested wealth management markets.

    Effective from May 11, 2026, Zhou will spearhead the growth and strategic planning of UOB Private Bank’s Greater China business, according to a company statement released on Monday.

    Decades of Experience in Private Banking

    Zhou brings to the table over two decades of robust experience in private banking, wealth management, and sales leadership. Prior to this appointment, Zhou was part of UOB China, where he has been serving as the Head of Sales and Distribution since 2018.

    In his previous role, Zhou led the bank’s wealth management and secured lending sales teams, as well as the specialist investment and insurance divisions. His dynamic leadership was instrumental in expanding the bank’s customer base, increasing assets under management and deposits while ensuring strict adherence to governance and compliance standards.

    Before joining UOB China, Zhou held key leadership roles at Ping An Trust and Citibank. He managed private banking teams and directed investment and sales strategies across multiple major Chinese cities. In the early stages of his career, he worked at The Bank of Tokyo-Mitsubishi and HSBC, gaining expertise in investment advisory, wealth management, and cross-border banking solutions.

    Zhou holds an undergraduate degree in Finance and Banking from the Finance and Banking Institution of China in Beijing.

    A Strategy to Reinforce Greater China Franchise

    Zhou’s appointment forms part of a wider strategy by UOB Private Bank to fortify its Greater China franchise. The bank has announced plans to hire a number of seasoned relationship managers and team leads in May and June. This initiative is aimed at enhancing client engagement and supporting the growth of the business in the region.

    The planned expansion underscores the continued competition among local and global banks to tap into the growing wealth creation opportunities in Greater China, despite the ongoing economic uncertainties and unpredictable market volatility.

    Questions & Answers

    Who has UOB Private Bank appointed as the Market Head for Greater China?
    Paul Zhou, a veteran banker with over two decades of experience in private banking, wealth management, and sales leadership.

    What is the strategic objective behind this appointment?
    The appointment aims to accelerate UOB Private Bank’s expansion strategy in Greater China, one of Asia’s most competitive wealth management markets.

    What plans does UOB Private Bank have to fortify its Greater China franchise?
    UOB Private Bank plans to recruit several experienced relationship managers and team leaders over May and June to further enhance client engagement and support business growth in the region.

  • HSBC Bolsters China Wealth Management with Strategic Duo Appointment: Max Xu and Samuel Chen

    HSBC Bolsters China Wealth Management with Strategic Duo Appointment: Max Xu and Samuel Chen

    HSBC, the London-based financial institution, recently announced two significant additions to its Chinese wealth management and private banking sector.

    New Leaders at the Helm

    Max Xu has been appointed the head of international wealth and premier banking (IWPB) at HSBC China, with the appointment effective from April 1. In this pivotal role, he will answer to Mark Wang, the CEO of HSBC China and, on a functional level, to Kai Zhang, the head of IWPB in Asia.

    Xu, who holds the current position of head of premier banking at IWPB China, has been a part of HSBC since 2025. His expansive career spanning more than 20 years is marked by his experiences in institutional and consumer banking, making him an ideal fit for this role.

    Strengthening HSBC’s Private Banking Sector

    Simultaneously, Samuel Chen has been entrusted with the role of head of the private bank at HSBC China, effective from April 1. He will report to Xu and will work closely with Lok Yim, the regional head of HSBC Private Bank in the Asia Pacific region.

    Chen has a rich banking career extending nearly 20 years, including nine years with HSBC Private Bank in crucial client-facing roles. His expertise will be invaluable in expanding the private banking sector of HSBC in China.

    Advancing HSBC’s Agenda in China

    These noteworthy appointments of Xu and Chen are a strategic move by HSBC to enhance its leadership team as it furthers its wealth and private banking operations in mainland China.

    Kai Zhang stated that these appointments solidify their dedication to achieving sustainable growth and delivering a superior client experience across the Premier, Premier Elite, and Private Bank continuum in China.

    Questions & Answers

    Who has been appointed the head of international wealth and premier banking at HSBC China?
    Max Xu, a veteran with over 20 years of banking experience, has been appointed to this role.

    Who will serve as the head of the private bank at HSBC China?
    Samuel Chen, who has almost 20 years of banking experience, including nine years in senior client-facing roles at HSBC Private Bank, will assume this role.

    What do these appointments signify for HSBC’s operations in China?
    These appointments reflect HSBC’s commitment to expanding its wealth and private banking services in mainland China, with a focus on sustainable growth and superior client service.

  • Manulife Bolsters Leadership with Appointment of Former HSBC Asia CFO Ming Lau

    Manulife Bolsters Leadership with Appointment of Former HSBC Asia CFO Ming Lau

    Manulife, a global insurance provider, has announced the appointment of Ming Lau as its new Chief Financial Officer (CFO) for Asia. This announcement is effective as of May 2026. Ming Lau will directly report to Colin Simpson, Manulife’s Global CFO.

    Ming Lau brings a wealth of experience to this new role. He has an impressive career in financial services spanning nearly three decades. Most recently, he served as the CFO for HSBC in the Asia Pacific and Middle East regions. He also filled various senior positions, such as CFO of HSBC China and CFO of HSBC Global Commercial Banking.

    The experienced finance professional is expected to bring immense value to Manulife. Commenting on the appointment, Colin Simpson stated, “We are delighted to welcome Ming to Manulife. His extensive experience and proven leadership across multiple markets will be instrumental as we continue to advance our strategic priorities and growth ambitions in Asia.”

    Questions & Answers

    Who has been appointed as the new CFO for Asia by Manulife?
    Ming Lau has been appointed as the new Chief Financial Officer (CFO) for Asia at Manulife.

    What is the professional background of the newly appointed CFO?
    Ming Lau has nearly 30 years of experience in financial services. Previously, he served as CFO for HSBC in the Asia Pacific and Middle East regions, as well as CFO of HSBC China and CFO of HSBC Global Commercial Banking.

    Who will Ming Lau report to in his new role?
    In his new role as CFO for Asia at Manulife, Ming Lau will report to Colin Simpson, the Global CFO of Manulife.

  • Amundi Amplifies Asia Presence with Key Appointment in Investment Specialist Team

    Amundi Amplifies Asia Presence with Key Appointment in Investment Specialist Team

    Leading French asset management company, Amundi, has recently enhanced its team of investment specialists in Asia, welcoming a new addition to their ranks.

    New Appointment Bolsters Team

    Amundi has announced the appointment of Chloe Shea to the position of Head of Investment Specialists, Multi-Asset and Solutions for Asia, excluding Japan. In her new role, Shea will work closely with clients and portfolio managers. Utilizing Amundi’s research and investment platform, Shea is set to develop solutions that generate alpha.

    Hong Kong Base

    Shea will be based in Hong Kong and will report to Florian Neto, the Head of Investment for Asia, and Dan Levy, the Head of Solutions Business Development and Investment Specialists.

    Extensive Industry Experience

    Shea brings with her over 15 years of experience in client consulting, manager research, and multi-asset investments. Her previous roles include an Investment Director position at Schroder Investment Management’s multi-asset team. Earlier in her career, she was also employed at Manulife Asset Management and Towers Watson Investment Services.

    Questions & Answers

    Who has Amundi recently appointed to their investment specialist team in Asia?

    Amundi has recently appointed Chloe Shea as the Head of Investment Specialists, Multi-Asset and Solutions for Asia, excluding Japan.

    What will be Chloe Shea’s role?

    Chloe Shea will work closely with clients and portfolio managers to develop alpha-generating solutions using Amundi’s research and investment platform.

    What is Chloe Shea’s industry experience?

    Shea brings over 15 years of industry experience, including her previous role as an Investment Director at Schroder Investment Management’s multi-asset team. She has also worked at Manulife Asset Management and Towers Watson Investment Services.

  • Deutsche Bank Boosts Thailand Operations with Ex-Julius Baer Exec Appointment

    Deutsche Bank Boosts Thailand Operations with Ex-Julius Baer Exec Appointment

    Deutsche Bank Private Bank has appointed a former executive from Julius Baer’s onshore Thailand joint venture to their private wealth team. Penluck Sriboonruang has taken the post of vice president on the Thailand team, now based in Singapore and reporting directly to Paul Handley, the Southeast Asia market head.

    Professional Experience

    Sriboonruang brings with her a vast amount of experience, having worked for over seven years in the field. Her previous roles include being a senior private banker at the Thailand joint venture SCB-Julius Baer, as well as a team leader at the Bangkok-based Siam Commercial Bank.

    A representative for Deutsche Bank Private Bank has confirmed the details of Sriboonruang’s appointment.

    Questions & Answers

    Who has Deutsche Bank Private Bank appointed to their private wealth unit?
    Deutsche Bank Private Bank has appointed Penluck Sriboonruang to their private wealth unit.

    What is Penluck Sriboonruang’s role in Deutsche Bank?
    Penluck Sriboonruang has been appointed as the vice president in the Thailand team at Deutsche Bank Private Bank.

    What is her professional background?
    Penluck Sriboonruang has over seven years of combined experience at Thailand joint venture SCB-Julius Baer, where she was a senior private banker, and Bangkok-based Siam Commercial Bank, where she was a team leader.

  • Italian Asset Manager Appoints New Sales Leader for Switzerland

    Italian Asset Manager Appoints New Sales Leader for Switzerland

    Eurizon Asset Management appoints Alain Barthel as Head of Sales Switzerland to enhance its market presence.

    In a significant move to solidify its footprint in the competitive Swiss financial landscape, Eurizon Asset Management has welcomed Alain Barthel as the new Head of Sales for Switzerland, effective April 1st. Operating from Zurich, Barthel brings a wealth of experience and expertise to this critical role.

    A Seasoned Professional Joins Eurizon

    Alain Barthel arrives at Eurizon with over 25 years of robust experience in sales and business development within the asset management and financial sectors. His previous roles include Senior Consultant at Anglo-Swiss Advisors and Head of Continental Europe at Brandywine Global Investment Management, a part of Franklin Templeton Group.

    Barthel’s impressive track record also features stints at leading asset management firms like UBS Asset Management, Goldman Sachs Asset Management, and Morgan Stanley Investment Management, where he held key sales positions and catered to a diverse array of client segments.

    Strengthening Client Partnerships

    Commenting on Barthel’s appointment, Gabriele Miodini, Head of International Business Development at Eurizon Capital SGR, stated, “With Alain, we are gaining an experienced industry expert for the very important Swiss market. His in-depth market knowledge, strategic thinking, and partnership approach with clients will play a key role in further strengthening our local presence.”

    Expanding European Reach

    Eurizon, an Italian asset manager, operates extensively across continental Europe. With offices in countries like Germany, Spain, and France, and subsidiaries in Luxembourg, the UK, Eastern Europe, and Asia, the company is focused on enhancing its investment capabilities and client services across the region.

    Impact on the Retail Sector

    With consumer demand for robust asset management solutions on the rise, Barthel’s leadership may significantly influence Eurizon’s growth strategy in Switzerland. As the firm expands its presence and fosters deeper client relationships, this appointment could reshape the retail investment landscape, bringing forward innovative solutions that align with evolving consumer trends.

  • Google will soon allow you to book a healthcare appointment using search

    Google will soon allow you to book a healthcare appointment using search

    Google announced today that it is making it easier and faster to find appointments for healthcare providers. A new feature will allow users to check the availability of appointment openings at certain medical facilities and book an appointment. Google says that it is in the early stages of rolling out this feature and is working with its partners which include quick care provider MinuteClinic at CVS.

    Google says, “We hope to expand features, functionality, and our network of partners so we can make it easier for people to get the care they need.” Imagine how fast and easy it will be to use your phone to look up MinuteClinic in your city and tap on the Appointments tab. That will bring up a list of appointments available for certain conditions that you can book immediately from the display.

    Today is Google’s second annual Health event that it calls The Check-Up. Teams from Search, YouTube, Fitbit, Care Studio, Health AI, Cloud and Advanced Technologies and Projects will be making presentations about their latest healthcare initiatives. For example, starting this week in Japan, Brazil, and India, YouTube is adding health source information panels on videos to help viewers differentiate between real factual medical information and made-up phony misinformation that you see on social media.

    Also involved is the Fitbit team. During today’s event, Fitbit co-founder James Park explained how wearable devices can help those with chronic conditions including heart problems such as atrial fibrillation (AFib). A study conducted by Fitbit has been able to identify undiagnosed AFib 98% of the time.

    Google has submitted its algorithm to the FDA for review and going out on a limb here, we would imagine that this algorithm could end up on a Fitbit wearable helping ordinary consumers learn whether they have AFib. This algorithm also could make its way to Wear OS in the future.

    So if you’re fed up playing phone tag with your doctor’s office, or are not feeling well enough to sit on hold and listen to muzak so bad that even elevators can’t stand hearing these tunes, relief is on the way from Google.