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Private Banking Market Update April 2021

Latest changes at the world's leading private banks throughout April 2021

Barclays

  • Rahim DAYA, Head of Barclays Private Bank, Middle East, Dubai, has been appointed as CEO Switzerland and Head of Middle East, Geneva. Mr Daya is replacing Gérald MATHIEU who has been appointed as Managing Director, Head of Private Bank Europe and CEO Middle East, Monaco

Citi

  • Deborah H. BLANC DE VELEZ, JP Morgan, Executive Director, UHNW Mexico, New York, has joined as Director, UHNW, New York
  • Juan Pablo DEL VALLE P. LORES, GF Inbursa, Senior Private Banker, Mexico City, has joined as Vice President, Senior Private Banker, Mexico City
  • Sergei SHERMAN, Vice President, Relationship Manager, Tel Aviv, has left to join in3D as Co-Founder, Chief Marketing Officer, Tel Aviv

Credit Suisse

  • Raoul SCHAETZLE, UBS, Client Advisor, International Families & Institutional Clients, UHNW Germany & Austria International, Zurich, has joined as Team Head International Private Banking, Zurich
  • Jesús MADALENA, Managing Director, Head European Markets and Co-Head UK Domestic Private Banking, London, has left
  • Frank DI CROCCO, Managing Director, Head of Retail Distribution Italy, Milan, has left to join Invesco as Head of Banks & Wealth Management, Milan
  • Steen KRAGE, HSBC, Managing Director, Market Head Scandinavia, Zurich, has joined as Senior Relationship Manager, Zurich
  • Yoshitaka NAGAKURA, Managing Director, Senior Private Banker, UHNW Japan, Tokyo, has left to join LGT as Head of Japan, Tokyo
  • Mary Jeanne LEE, Executive Director, Relationship Manager, UHNW clients, Philippines Market, Hong Kong, has left
  • Roy MIRONI, Director, UHNW Emerging Europe, Zurich, has left
  • Yazeed ABUNAYYAN, Director, International Wealth Management, Saudi Arabia, has left to join Future Goals Consultancy as Board Member, Saudi Arabia
  • Julian POODHUN, Director, Relationship Manager, EMEA, London, has left
  • Alexander POTANIN, Barclays, Vice President, Relationship Manager, London, has joined in an equivalent position, London

Deutsche Bank

  • Yvan WICHT, Managing Director, Head Wealth Investment Advisory Middle East and Africa, Geneva, is set to leave
  • Greg KHOST, Managing Director, Market Head New York, Exco, Investment Product Committee, New York, has left to join Neuberger Berman as Managing Director, Head of Private Wealth Management Sales, New York
  • Giovanni ESPOSITO, Credit Suisse, Director, International Wealth Management, Rome, has joined as Director, Branch Head Private Banking & Wealth Management, Rome
  • Claudio PRESTI, UBS, Executive Director, Senior Banker, has joined as Senior Banker North East Italy Private Banking & Wealth Management, Padova

EFG Private Bank

  • Francois R. FARJALLAH, Indosuez Wealth Management, Global Head of the Middle East and Africa, Geneva, has joined as Head of the Middle East and Turkey, Zurich
  • Ziad DIK, Indosuez Wealth Management, Director, Dubai, has joined as Executive Director, Dubai
  • Omar ABUNAYYAN, Director, Dubai, has left

Goldman Sachs

  • Gabriel ARACTINGI, UBS, Managing Director, Head of Global Family Office Middle East & Africa, Geneva, has joined as Managing Director, Head of Private Wealth Management Middle East & North Africa, Geneva

HSBC

  • Jane FRENCH, Deutsche Bank, Global Compliance Head, International Private Bank, has joined as Chief Risk Officer, Global Private Bank, London

J Safra Sarasin

  • Yael RABINOWITZ, Deutsche Bank, Managing Director, Head of Wealth Management, Israel, Geneva & Asaf RAVEH, Deutsche Bank, Managing Director, Market Head Wealth Management Emerging Europe, Geneva, has joined as Co-Heads of Global Key Clients, Geneva
  • Anna BASTRAKOVA, Citi, Relationship Manager, Investment Advisory, UHNW Russia, Middle East, Cyprus & Israel Coverage, London, has joined as Client Relationship Manager, London

Julius Baer

  • Nicolas PERROUD, UBS, Head Large Corporates, Romandie, Lausanne, has joined as Managing Director, Senior Advisor, Desk Head Private Banking, Geneva
  • Marcelo LICHTENSTEIN, Mogno Capital, Partner, Sao Paulo, has joined as Executive Director, Sao Paulo

Lombard Odier

  • Gilles PRINCE, Edmond de Rothschild, Chief Investment Officer, Private Banking Switzerland, Geneva, has joined as Executive Vice President, Geneva
  • Carles TUR PLANELLS, Credit Suisse, Director, Senior Relationship Manager, Spain, Geneva, has joined as Senior Relationships Manager, Geneva
  • Blanca DE CASTRO INFANTE, Julius Baer, Managing Director Senior Advisor, Latin America, Zurich, has joined as Executive Vice President, Senior Private Banker, Head Cono Sur, Zurich

Morgan Stanley

  • Eric SMITH, JP Morgan, Executive Director, Salt Lake City, has joined in an equivalent position, Salt Lake City
  • Eric LE TOWT, Wells Fargo, Private Wealth Financial Advisor, Carmel, has joined as Executive Director, Monterey
  • Michael DICOSOLA, UBS, Private Wealth Advisor, Chicago, has joined as Senior Vice President, Chicago

UBS

  • Daniel CLAVIJO, Credit Suisse, Managing Director, Region Head Pacto Andino, Zurich, has joined as Managing Director, Global Family Office, Zurich
  • Allen ZARING, JP Morgan, Executive Director, Cincinnati, has joined as Managing Director, Private Wealth, Cincinnati
  • Darryl RODGERS, Bernstein Private Wealth Management, Vice President, Chicago, has joined as Executive Director, Chicago

Vontobel

  • Jacqueline HESS, Deloitte, Managing Partner, Zurich, has joined as CEO Vontobel Swiss Wealth Advisors, Zurich
  • Oliver GROENEWOLD, ODDO BHF, Director, Zurich, has left to join Vontobel as Executive Director, Zurich

Miscellaneous

  • Francesco DE FERRARI, AMP, CEO, Sydney, is set to leave by mid 2021. He will be replaced by Alexis GEORGE, ANZ, Deputy CEO, Sydney
  • Maxim CHURKIN, Whitecliff Investment Management, Business Development Director, Moscow, has joined Sberbank Private Banking as an Executive Director, Moscow
  • Boris PLINER, Pure Capital, Senior Private Banker, Luxembourg, has left to join CMB Monaco as Director, Russia & Eastern Europe Coverage, Monaco

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