Who's Moving Where In Wealth Management? - HSBC Private Banking, KPMG, Others

Editorial Staff

19 October 2018

HSBC Private Banking
HSBC Private Banking has made several European hires to expand its exchange-traded funds and fund management team, this publication understands.

The following hires will be based in London:
- Muna Abu-Habsa - head of multi-asset and ESG funds. Abu-Habsa has 12 years’ experience in funds research and ratings across asset classes, and joins from Morningstar.
- Yassar Ali - head of fixed income funds. Ali has 15 years’ industry experience in fixed income markets as a portfolio manager and investment specialist. He joins HSBC from Aberdeen Standard Investments, where he was director, fixed income.
- Brendan Ashe - head of ETFs. He has 19 years’ industry experience, and joins HSBC from Coutts, where he was senior product specialist of passive investments and structured products.
- Guy Boden - head of equity funds. Boden has 27 years’ experience in funds research, analysis and selection. He joins HSBC from Stamford Associates, where he as a senior research analyst..
- Ashis Dash - senior fixed income funds analyst. Dash has 9 years’ experience and joins HSBC from Morningstar, where was the lead analyst for fixed income strategies.
- Simon Dorricott – senior equity fund analyst. He joins HSBC from Morningstar, where he was the lead analyst for equity strategies.
- Reshma Moloo - senior multi-asset funds analyst. Moloo joins HSBC from Citi Private Bank, where she was a senior fund research analyst. She has over 18 years’ experience in manager research across equity, fixed income and alternative investments.

There was one hire based in Zurich, the firm has appointed Mehmet Zengin as funds and ETFs specialist. He rejoins HSBC from Julius Baer in Zurich, where he was a fund marketing specialist. He previously worked at Lombard Odier.

KPMG
KPMG has promoted two members of its private client team in its tax practice in a bid to bolster services to its private clients and family office clients.

Chris Luckett, who is based in Leeds, and Tom Whybrow, who is based in Birmingham, have both been promoted to director.

BNP Paribas Real Estate
BNP Paribas Real Estate has appointed Paul McNair as a senior director in its London markets team.

McNair will concentrate on West End investment following 19 years at Fineman Ross, the property investment practice, where he has been a partner since 2007.

He is experienced in advising private investors, property companies and institutions including Aberdeen Standard Investments, CBRE Global Investors, Derwent London and private wealth management clients.

Brown Shipley
UK wealth manager Brown Shipley has appointed Nish Patel as a lending specialist and Tony Conway to its international team as a client director. Both will be based in London.

Patel, who joins from HSBC Private Bank, will work with the wider team of lending specialists to provide secured and unsecured loans to both existing and new clients.

Conway, who has over 30 years’ industry experience, specialises in the Middle East and North Africa market and will strengthen the international team’s expertise in the region. Prior to joining Brown Shipley, he held positions at Credit Agricole, Julius Baer and UBS Wealth Management.