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BEVERLY HILLS WEALTH MANAGEMENT
The boutique investment advisory firm added Brad Sullivan and Ed Bunting, two veteran advisers from Morgan Stanley, to expand its footprint in California. Sullivan and Bunting together formed the Sullivan Wealth Management Group, based in the Sacramento area.
ALLIANZ GLOBAL INVESTORS
The global investment management company appointed Greg Saichin as head of its global emerging market debt division. He was previously head of Emerging Markets & High Yield Fixed Income Portfolio Management at Pioneer Investments.
AXA SA
The global insurer and asset manager appointed Béatrice Derouvroy-Bernard as Direttore Generale (CEO) of AXA MPS, AXA’s Italian bancassurance joint venture with Banca Monte dei Paschi di Siena. The appointment will be effective September 15, 2013.
CREDIT SUISSE AG
The private fund group of Credit Suisse appointed Mark McDonald as a London-based director. He will be responsible for the group’s secondaries activities in EMEA and Asia, alongside Jonathan Abecassis. McDonald has 17 years of experience in banking and private equity.
MARSH & MCLENNAN COMPANIES
The insurance broking and risk management company appointed Jane Barker as chairman of Marsh Ltd, with effect from 1 August, 2013. Barker, who has been a non-executive director of the company since 2010, will succeed Sir Peter Middleton.
Barker is CEO of Equitas, a position she has held for the past six years, having served as its finance director since 1995.
RBC WEALTH MANAGEMENT
The wealth management arm of Royal Bank of Canada, appointed Juan Pablo Cortes as a director, Americas, in its London-based UK private client wealth management team. He will report to Martin Heale, head of Americas, private client wealth management. Prior to joining RBC Wealth Management, he spent two years with UBS Wealth Management where he worked as a client advisor in the Latin America & Caribbean team.
BARING ASSET MANAGEMENT
The international investment management firm appointed Anne Lui as head of marketing, Asia ex-Japan. She is based in Hong Kong and reports to Claire Fraser, the head of marketing and communications who is based in London. Anne has over 17 years’ experience in financial marketing and corporate communications. She was previously Head of Marketing and Communications at Value Partners Group in Hong Kong.
LDC
The PE arm of Lloyds Banking Group appointed industrials and engineering investment specialist Gordon Hagueas as an investment director in its London team.
