Private Banking Market Update July 2022

• Luc RENARD, Head of Financial Intermediaries Client Line & Digital Transformation, APAC, Hong Kong has been promoted to Head of Securities Services for Southeast Asia, Singapore

• Yakub MATHEW, Managing Director, Global Head, USA has left to join Wells Fargo as a Managing Director, Investments, New York
• Cayman WILLS, J.P. Morgan Chase & Co., Managing Director, Regional Director, New York has joined as Managing Director, U.S. Northeast Region Head, Greenwich, CT
• Greg RICHESIN, Director, Texas Team Lead, Private Banker, Dallas, TX has left to join Merrill Lynch as a Private Wealth Advisor, Dallas, TX
• Lisa SHENWICK, Director, Investment Finance, Private Bank, New York has left to join Deutsche Bank as a Director, Senior Lender, Wealth Management, New York
• Milena KRYM, Private Banker, Brazil, São Paulo has left to join Santander Private Banking Brazil, Senior Private Banker, São Paulo

• Thomas GOTTSTEIN, Chief Executive Officer of the Group, Switzerland has left
• Ulrich KÖRNER, CEO Asset Management, Switzerland has been promoted to Chief Executive Officer of the Group, Switzerland
• Roger SUTER, Managing Director, Regional Head Central Switzerland, Zurich has been promoted to Head of Private Banking, Member of the Executive Board, Zurich
• Marguerite CHOUEIRY BAZERLI, Indosuez Wealth Management, Director, Dubai has joined as Vice President, Senior Relationship Manager, Beirut

• Markus MÜLLER, Managing Director, Global Head of Chief Investment Office Private Bank, Frankfurt has been promoted to Managing Director, Chief Investment Officer ESG Private Bank, Frankfurt
• David ADDISON, BNY Mellon Wealth Management, Principal, Credit Advisory, New York has joined as Structured Lender, New York
• Anum SHAHAB, Barclays Private Bank, Director, London has joined as Senior Private Banker, London
• Gregory ZANN, PNC, Relationship Manager, Boca Raton, FL has joined as Director, Miami

• Peter FANCONI, Chairman of the Board, Switzerland will leave in October
• Alexander CLASSEN, HSBC, CEO, Country Head Switzerland, Geneva will leave to join EFG as the Chair of the Board of Directors, Switzerland in September
• Julian ZIDAN, Credit Agricole, Managing Director, Senior Banker, Head of Financial Institution LATAM, New York has joined as Senior Vice President, Miami

• Josh FRYDENBERG, Commonwealth Parliament of Australia, Treasurer of Australia, Melbourne has joined as a Senior Regional Adviser for Asia Pacific, Melbourne

• Alexander CLASSEN, CEO, Country Head Switzerland, Geneva will leave to join EFG as the Chair of the Board of Directors, Switzerland in September
• Stuart KIRK, Global Head of Responsible Investments, Asset Management, London has left

• Jefferson GANOZA, Executive Director, Lima has left to join BBVA as Managing Director, Private Banking Manager, Lima
• Yazeed ALSUBEAEI, Credit Suisse, Director, Dubai has joined as an Executive Director, Geneva
• Felipe HERRMANN, Citi Private Bank, Director, Miami has joined as a Private Banker, Miami
• Gary LEUNG, Bank of Singapore, Head of Alternative Investments & Managed Solutions, Hong Kong has joined as Head of Retail Alternatives, APAC Client, Asia Pacific, Hong Kong
• Torren SZULUK, Morgan Stanley, Senior Vice President, Miami has joined as a Wealth Partner, Miami
• Ghadeer YUSUF, Citi, Private Banker, Saudi coverage, Geneva has joined as an Executive Director, Private Banker, GCC coverage, Geneva

• Ashish GUMASHTA, Managing Director, Chief Executive Officer, Mumbai has been promoted to Executive Chairman, Mumbai
• Umang PAPNEJA, IIFL Wealth Management, Executive Director, Mumbai has joined as Chief Executive Officer, India, Mumbai
• Iván DARÍO TORO, Representative Officer, Bogota has been promoted to Head of Representative Office Colombia, Bogota
• Michael BAECLI, Managing Director, Group Head GIDM Singapore and Market Head India for Singapore, Singapore is relocating to Switzerland
• Kunal SUMAYA, Managing Director, Senior Advisor, Market Head, NRI Dubai, Dubai has been promoted to Managing Director, Group Head Global India and Head of Japan Singapore, Singapore
• Tarun JALALI, Emirates NBD, Managing Director, Head Global South Asia Business & Africa Private Banking, Dubai has joined as Group Head of Non-Resident India, Dubai

• Vincent MAGNENAT, Limited Partner and Chief Executive Officer, Asia, Singapore has been promoted to Global Head of Strategic Alliances and Asia Regional Head
• Francis LIU, UBS Wealth Management, Managing Director, Hong Kong has joined as to Chief Executive Officer, Private Clients Asia and Chief Executive Officer, Singapore

• Sebastian KUNST, Deutsche Bank, Senior Relationship Manager UHNWI, Frankfurt has joined as Senior Banker, Frankfurt

• Giorgio LOPES, Team Leader Brazil Market Switzerland, Zurich has been promoted to Managing Director, Team Leader Brazil, Zurich

• Karrie FUNG, Heilbronn University of Applied Sciences, Lecturer, Germany has joined as Managing Director, Head of Structured Products, Singapore

• Naureen HASSAN, Federal Reserve Bank of New York, First Vice President & Chief Operating Officer, New York will join as President of UBS Americas and CEO of UBS Americas Holding and a Member of the Executive Board, New York in October
• Theresa WONG, Goldman Sachs, Executive Director, Alternative Investments and Manager Selection, Hong Kong has joined as a Hedge Fund Specialist, Greater China Area coverage, Hong Kong
• James GODDARD, Client Advisor, London has left to join Artorius as a Client Partner, London, is joined by Helena PRATT, Client Advisor, London who joined as Client Partner, London, and

Max DI LIETO who joined as a Client Manager, London

• Hyposwiss:
  • Yuval CHERNOV, Andbank, Vice President, Private Banking, Tel Aviv has joined as Senior Private Banker, Tel Aviv
• Bergos:
  • Jens SCHUTRÜMPF, Managing Director, Zurich has left to join Privatbank as a Director, Senior Relationship Manager, Zurich