Private Banking Market Update August & September 2021

Latest changes at the world's leading private banks throughout August & September 2021


  • Fabrizio DE NOTARIS, Head of Investment Advisory Geneva has been promoted to the role of Head of Investment Advisory Switzerland

BNP Paribas

  • Martina STUMBAUER, Credit Suisse, Senior Advisor, Zurich has joined BNP Paribas to lead the Super Rich Clients, CEE & CIS team. She will directly report to Hubert MUSSEAU

Credit Suisse

  • Jochen NAGY has joined in the International Private Banking Department, Zurich covering Germany and Austria, he joins from UBS where he held the role of Director, Client Advisor, Wealth Management UHNW, Zurich
  • Matthew PEH, has joined as a Managing Director, Team Head Emerging Asia & UHNW Investment Consulting, Singapore. He reports to Claude HARBONN, Head of Investment Consultant, Private Banking South Asia
  • Russel HUANG, Bank of Singapore, Senior Product Specialist, Managed Investments, Advisory & Sales, Singapore has joined Credit Suisse as a Director, Managed Solutions Investment Consultant, Singapore
  • Russell HUANG, SCB Julius Baer Securities, Head of Investment Management has joined Credit Suisse as Head of Private Funds, Bangkok
  • George KONIARIS, Director, London has left the firm to join Bergos AG as a Managing Director, Maritime Team based in Zurich
  • Christian BASLER, Director, Zurich has left the firm to join Bergos AG as a Managing Director, Maritime Team based in Zurich

Deutsche Bank

  • Dominique JOORIS, Pictet, CEO, Singapore has joined Deutsche Bank as Managing Director, Head of Wealth Solutions Coverage, Singapore
  • Alania CONCEPCION, Numbrs, Member of the Advisory Board, Zurich has joined Deutsche Bank as Investment Management Team Head, Southeast Asia, Singapore
  • Urs BRUDERMANN, Credit Suisse, Executive Director, Team Leader Private Banking Thailand, Singapore & Hong Kong, Singapore has joined Deutsche Bank as Managing Director, Group Head, South East Asia, Singapore. He is joined by Shawn NGOH who is joining as a Director


  • Mustafa CIVRILLI, has joined as a First Vice President. He joins from UBS where he held the role of Senior Investment Advisor, HNWI Israel, Zurich
  • Edmund YUN, Indosuez Wealth Management, Managing Director, Head of Investment Solutions, Deputy Head of Markets, Investment & Structuring, Hong Kong has joined EFG as Head of Investment solutions, North Asia, Hong Kong

Indosuez WM

  • Ian KOO has joined Indosuez Wealth Management as Head of Asset Management, Hong Kong

Julius Baer

  • Vincent MING, UOB Asset Management, Managing Director, North Asia Market Head, Singapore has joined the platform as Managing Director, Deputy Market Group Head, Great China Market, Singapore

Morgan Stanley

  • Kenny WAI, Morgan Stanley Private Wealth Management, Co-Head of Sales Greater China is stepping down from his role, but remaining with the firm

Nedbank Private Wealth

  • Dan SMITH has joined Nedbank Private Wealth, Isle of Man as a Senior Dealer, having left Trident Trust, Isle of Man as Project Manager, Business Operations earlier this year


  • Boris COLLARDI, Partner, Co-Head Wealth Management, Geneva has left the platform
  • Albert FRIED, CEO, Tel Aviv has left the platform and joined Bloom Investments Y.F.A. Ltd. as an Investment Advisor, Israel
  • Robert SUSS has joined Pictet Wealth Management UK as CEO, London
  • Romy CUADRAS, Deutsche Bank, Managing Director, Global CIO, Asset Class Specialist for Alternatives, Geneva has joined Pictet as an Alternatives Asset Class Leader, Geneva
  • Anna BULGAKOVA, Pictet Wealth Management, Client Relationship Officer, London has left the platform


  • Elena ANDRIANOVA, Lombard Odier, Senior Vice President, Senior Banker, Zurich has joined Rothschild as a Senior Client Advisor, Wealth Management, Zurich

Standard Chartered

  • Ozlem OZDEMIR, Dome Group, COO, London has joined Standard Chartered as an Executive Director within the Private Bank based in London

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