Private Banking Market Update July 2021

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


  • Frédéric TURRETTINI, ex-Credit Suisse, Managing Director, Private Banking, Geneva has been hired by Azura as a Partner


  • Evonne TAN, ex-UBS, Executive Director, Market Team Head, UHNW Singapore has been appointed as Managing Director, Head of Private Banking, Singapore


  • Rolf BÖGLI, has joined the board at Belvédère


  • Panos MAMOLIS, Morgan Stanley, FundLogic, Alternative and Systematic Investment Solutions, London has joined Citi's Wealth Management Divison, Sydney

Colombo Wealth

  • Colombo Wealth has hired Konstantinos MARATOS as a Director and Partner, Zurich. He joined from UBP where he was Head of the Greek team, Zurich

Credit Agricole

  • Khaled EL-DESSOUKY, Arab African International Bank, Financial Advisor, Egypt has joined Credit Agricole as a Senior Relationship Manager, Private Banking, Egypt

Credit Suisse

  • Andreas BERGER has been hired as Credit Suisse's Head of ultra-high net worth (UHNWI) clients in Germany and Austria. He will report to Mischa TSCHOPP, the Head of International Wealth Management (IWM) in Germany and Austria

Deutsche Bank

  • Deutsche Bank has hired a team of 5 private bankers from UBS. Raoul ZEHNDER, Managing Director who will be responsible for UHNW and Family Office clients, in particular non-dom UK residents and clients in Northern Europe. He is joined by two Senior Private Bankers, Patrik MINUSCOLI and Michael VON MECKLENBURG, as well as Philipp PORTENIER, as a Senior Investment Manager, and Vincent WEISSE, as an Account Manager
  • Roy MIRONI, Credit Suisse, Director, Private Banking, UHNW Emerging Europe has joined as Desk Head Zurich for Israeli Clients
  • Dan CRAFFORD, HSBC, Director, South Africa Relationship Manager, Zurich, has joined in an equivalent role
  • Kevin BOUX, HSBC, Relationship Manager, South Africa, Zurich, has joined in an equivalent role


  • Peter WONG, has resigned as Chief Executive Officer of Asia-Pacific. The role has been taken on by both David LIAO, joint Asia-Pacific CEO and Surendra ROSHA, joint Asia-Pacific CEO
  • Jackie MAU, Managing Director has been promoted to Head of Global Private Banking, Mainland China
  • Victor WANG has been promoted to Head of Asia Coverage and Connectivity, Global Private Banking, EMEA
  • Shivani GUPTA, Head Wealth Models - Investments and Products Group, Global Private Banking, London has been promoted to Global Head Wealth Advisory and Credit, Global Private Banking, London

JP Morgan

  • Dmitri DANILENKO, Maddox Consultancy joins as Executive Director, Russia desk, Luxembourg


  • Vanessa PANGALLO, Desk Head, Geneva has been promoted to Head of Private clients, Middle East and Africa, Geneva


  • Stella MA has been hired by Vontobel as the lead portfolio manager for its global high-yield bond strategy. She previously introduced and managed the global high-yield strategy at Julius Baer Investment Management


  • Independent Wealth Planners has hired Lucy EWINGS, Group Finance Director, and Tony BULLOCK, Head of Compliance
  • Martin JUFER, GAM Investments, Zurich has been promoted to Global Head of Wealth Management
  • John WHITE, Sanlam Wealth, CEO, UK has left the platform

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