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Private Banking Market Update January & February 2022

Delta has summarised the following changes at Tier 1 Private Banks throughout January & February 2022

BNY Mellon

  • Gina SMURRO, Citi, Private Banker, Ultra High Net-Worth, Miami, FL has joined as a Senior Client Strategist, South Florida, FL
  • Sebastien GAULT, Bank of America, Senior Vice President & Portfolio Manager, Florida, FL, has joined as a Principal, Family Wealth Investment Advisor, Miami, FL
  • Tamara OSWALD, United Financial Consultants, Financial Professional, Miami, FL, has joined as an Associate Wealth Manager, Miami, FL

Barclays

  • Simon SMITH, Managing Director, Regional Director, London, UK has left top join Brown Shipley Private Bank, Managing Direction, Norwich, UK
  • Alison PROBERT, Director, Wealth & Investment Management, Leeds, UK has left to join Rothschild & Co in a similar role in Leeds, UK
  • Kevin NEVARD, Director, Chartered FCSI, UK has left to join Brown Shipley as an Executive Director, Client Advisor, Norwich, UK
  • Paul MARSHALL, Director, Wealth Manager, Norwich, UK has left to join Brown Shipley as a Director, Client Advisor, Norwich, UK
  • Mark TURNER, Wealth Manager, Cambridge, UK has left to join Brown Shipley as an Executive Director, Client Advisor, Cambridge, UK
  • David VERNON, Wealth Manager, London, UK has left to join Brown Shipley as a Director, Client Advisor, Cambridge, UK
  • Luke CARACCIO, Wealth Manager, Ipswich, UK has left to join Brown Shipley as a Director, Client Advisor, Ipswich, UK
  • Warren GEORGE, Wealth Manager, East Anglia, UK has left to join Brown Shipley as a Director, Client Advisor, Norwich, UK
  • Mark HARROD, Vice President, Wealth Manager, UK has left to join Brown Shipley as a Director, Client Advisor, Cambridge, UK
  • James HAYNES, Wealth Manager, UK has left to join Brown Shipley as a Director, Client Advisor, London, UK

Citi

  • Firas YASSINE, National Bank of Kuwait, Senior Private Banking Manager, Private Banking, Kuwait has joined as a Senior Vice President, Private Banking in Dubai, UAE
  • William HARTLEY, Barclays, Assistant Vice President, London, UK has joined as a Private Banker, London, UK

Credit Suisse

  • Joseph WOLF, Barclays, Deputy Director of US Equity Research, New York, NY has joined as CEO of Credit Suisse Financial Services (Israel), Tel Aviv
  • Jamal ABI-CHAHINE, Managing Director, International Wealth Management, Middle East, Geneva has left to join Deutsche Bank, in a similar position in Geneva
  • Toufic RIZKALLAH, Director, Relationship Manager, Geneva has left to join Deutsche Bank, in a similar position in Geneva
  • Guilio FERRI, Vice President, Relationship Manager, Geneva has left to join Deutsche Bank, in a similar position in Geneva
  • Credit Suisse is shuttering its operations in nine markets including Kenya and Nigeria as part of its plan to exit non-core wealth management markets. The bank is also exiting Ghana, Ivory Coast, Botswana, Mauritius, Nigeria, Seychelles, Tanzania, and Zambia and will refer its private banking clients in these markets to Barclays. A number of relationship managers will join Barclays as part of this transfer including BJ KANDLUR, Sajith NARAYAN, Rohit BANDARI and Fiona SHEERIN.

Deutsche Bank

  • Michael MORLEY, Deutsche Bank, Head of Wealth Management, London, UK, is stepping down from his role
  • John ARENA, Bank of America, Director, Ultra High Net-Worth, Fine Art Coverage, Miami, FL, has joined as a Director, Ultra High Net-Worth, Miami, FL
  • Vera PATEL, Senior Client Advisor, Assistant Vice President, Private Clients International, Frankfurt, Germany has left to join BIL Suisse as a Director, Relationship Manager, Wealth Management, Russia/CIS, Zurich, Switzerland

Edmond De Rothschild

  • Saman HABIBIAN, Pictet, Managing Director, Wealth Management, Head of Middle East, Zurich has joined in a similar role

EFG

  • Richard STANWELL, Senior Director, Private Banking, London, UK has left to join Tilney Smith & Williamson in a similar position in London, UK

HSBC

  • Wei MEI TAN, Endowus, Chief Advisory Officer, Singapore, has joined as a Managing Director, Global & Asia Head of Advisory, Singapore
  • Michael WONG, UBS, Head of Investment Specialist, China and Taiwan Market, Capital Market Derivatives Sales, Hong Kong, has joined as Asia Pacific Head of UHNW Solutions Group, Hong Kong

Julius Baer

  • Claudia LINARES, UBS, Executive Director, Financial Intermediaries Desk, Madrid, Spain has joined as an Executive Director, Head Intermediaries Desk, Madrid, Spain
  • Jorge SAAVEDRA DOMENECH, UBS, Wealth Manager, has joined on the Financial Intermediaries Desk, Madrid, Spain
  • Juliana BONFÁ, Citi, Business Development & Internal Synergies, Sao Paulo, has joined as Executive Director, Brazilian Wealth Management, Sao Paulo
  • Genee BENNETT, Standard Bank, Head of UHNW Coverage, Western Cape, Cape Town has joined as a Director for South Africa Wealth Management

Rothschild & Co

  • Andreas FELLER, Julius Baer, Head of German-speaking Switzerland, Private Banking, has joined Rothschild & Co

RBC

  • Nick CHAN, StormHarbour Securities, Deputy Chief Executive Officer & Head of Family Office Division Asia-Pacific, Hong Kong has joined as Head of Private Banking, North Asia, Hong Kong

UBS

  • Debbie CHEN, HSBC, Senior Vice President, Global Private Banking, California, CA, has joined as a Senior Vice President, Wealth Management, California, CA

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