People on the Move: June 28 – July 2


Columbia Threadneedle named William Davies as Global Chief Investment Officer, effective January. Davies is currently the firm’s CIO for Europe, the Middle East and Africa and global head of equities.

Sadiq S Adatia was appointed Chief Investment Officer at BMO Asset Management, effective July 14. Most recently, Adatia was CIO at Sun Life Global Investments.

Putnam Investments promoted Brett S. Goldstein to Co-CIO of the firm’s global asset allocation unit. Goldstein currently is a portfolio manager of multiasset funds within the GAA unit and will continue to manage the funds.

Breckinridge Capital Advisors named Ognjen Sosa as Chief Investment Officer. Before joining Breckinridge, Sosa was retirement income investment lead at Fidelity Investments.

EQT Group appointed Bahare Haghshenas as Global Head of Sustainable Transformation. Prior to this, Haghshenas was a partner at Deloitte and executive director of Deloitte’s sustainable innovation hub, Acacia.

M.D. Sass named Brian S. Duhn as a Senior Managing Director of Institutional Sales. Duhn previously worked for Caridian Partners as a partner and institutional sales director.

Private Banking / Wealth Management

Richard Hu, Head of Greater China market at Bank of Singapore, has left after two years into the role. Before Bank of Singapore, Hu held various senior roles at Julius Baer, HSBC Private Bank, Credit Suisse, UBS and Citi Private Bank.

Jackie Mau was named Head of Global Private Banking for mainland China at HSBC. Mau rejoined HSBC’s private banking business in 2016 and was most recently its Asia co-head of the investment products group.

IBD / Capital Markets

Deutsche Bank Managing Director Rowena Chu has left the bank after twenty years. Chu also served as chairman of Hong Kong, vice chair of Greater China investment banking and, previously, the chairman of equity capital markets, Asia.


Min-Jie Ye was named Head of General Insurance Business at FWD Hong Kong. Ye joins from Zurich Insurance Company where she served as head of specialty of commercial division.

Aon appointed Frederick Streeton as Lead for complex client strategy of the firm’s Reinsurance Solutions. Streeton joins from Liberty Mutual Group where he was most recently head of underwriting strategy for global risk solutions.

Chubb named Mari Rachelle Canta as its new Country President for the Philippines. Canta joined the firm in 2017 as CFO for the Philippines. In this new role, she will lead the operations and business development activities of Chubb’s key business lines in the Philippines namely, P&C including accident & health insurance.

Back / Middle Office

Zarina Mahmud joined Credit Suisse as Head of Diversity and Inclusion in Europe, the Middle East and Africa. Before that, Mahmud held a similar post at Lloyds.

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