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Private Banking Market Update June 2021

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

Barclays

  • Aziza RAMOS, Julius Baer, Executive Director, Relationship Manager, London, has joined as Director, Relationship Manager, London

Credit Suisse

  • Sanjeev SHARMA, Julius Baer, Managing Director, Hong Kong, has joined as Managing Director, North Asia Switzerland Team, Zurich
  • George KONIARIS, Team Leader Greece & Cyprus, Geneva, and Christian BASLER, Director, Relationship Manager, Zurich, have left to join Bergos AG
  • Rakesh RAVAL, Director, Africa & NRI Relationship Manager, Dubai, has left
  • Maya ZACHARIAS GANON, Relationship Manager, Tel Aviv, has left to join HSBC as Senior Representatitve Officer, Tel Aviv

Deutsche Bank

  • Boaz A. SCHWARTZ, ex Deutsche Bank, CEO Israel, Tel Aviv, has been appointed a Board Member of iArgento, Jerusalem

EFG

  • Timothy LO, Indosuez, Deputy Chief Executive, Commercial Head, North Asia, Hong Kong, has joined as Vice Chairman, Hong Kong
  • Michelle WU, Indosuez, Executive Director, Private Banking Team Head, Executive Officer, Hong Kong, has joined as Managing Director, Team Head, Hong Kong
  • Peter CHAMLIAN, Indosuez, Geneva Location Head for Middle East & Africa, Geneva, has joined as Senior Vice President, Market Head, Geneva

Indosuez Wealth Management

  • Rogier MORITZ, Team Head Benelux, Senior Wealth Manager, Business Developer, Luxembourg, has left to join Degroof Petercam as Head of Market, Netherlands, Luxembourg

JP Morgan

  • David KILLIAN, UBS, Executive Director, Global Family Office Group, New York, has joined as Investor, Global Families Group, New York
  • Rafael URQUIDI, Wells Fargo Advisors, Senior Vice President, Investments, Miami, has joined as Executive Director, Wealth Advisor, Miami
  • Anthony NÜSCHELER, Vice President, UHNW Israel, Geneva, has left to join Pictet as Senior Private Banker, Israel Team, Geneva

J Safra Sarasin

  • Yuval CHERNOV, Representative Officer, Tel Aviv, has left to join Sigma Premium as Vice President of Sales, Ramat Gan

Julius Baer

  • Philipp RICKENBACHER, CEO, Zurich, has been appointed the Chairman of Association of Swiss Asset and Wealth Management Banks. Mr Rickenbacher replaces Marcel ROHNER
  • Nikhil KUMAR, Credit Suisse, Director, Senior Private Banker, London, has joined as Managing Director, Senior Advisor, London

Lombard Odier

  • Edouard DE SAINT PIERRE, Managing Director, Deputy Chief Operating Officer Private Bank, Head of Business Engagement, Geneva, has been appointed Head of French Unit, Paris. Mr De Saint Pierre replaces Joëlle PACTEAU

Mirabaud

  • Jeff MOUTON, Julius Baer, Managing Director, Senior Advisor, Luxembourg, has joined as CEO Europe, Luxembourg. Mr Mouton succeeds Raphael SPAHR

Morgan Stanley

  • Gabriel PORZECANSKI, Wells Fargo, Managing Director, Investments, Miami, has joined as Executive Director, Miami
  • Isidro FERRER, JP Morgan, Executive Director, Latin America, New York, has joined as Executive Director, International Client Advisor, Miami
  • Luis Maria MAYORGA, Wells Fargo, Executive Director, Investment Officer, Miami, has joined as Executive Director, Miami
  • Amy (JOHNSON) DIEHL, JP Morgan, Executive Director, San Francisco, has joined as Executive Director, Private Wealth Advisor, San Francisco
  • Brian DRISCOLL, JP Morgan, Executive Director, New York, has joined as Senior Vice President, New York

Santander

  • Fernando HOMEM DE MELO, Indosuez, Director, Senior Banker, Head of Brazil, Miami, has joined as Senior Vice President, Miami

UBP

  • Frédéric LAMOTTE, Indosuez, Global Head of Latin America, CEO Miami, has joined as CEO, London

UBS

  • John KLASS, Senior Vice President, Private Wealth Advisor, Chicago, has left to found Puzzle Wealth and become CEO in Chicago. In addition David MILLINGTON, Senior Vice President, Private Wealth Advisor, Senior Portfolio Manager, Barrington, has joined him as President and COO, Schaumburg; Steven A. CONNOLLY, Senior Vice President, Chicago, has also joined as CIO, Schaumburg; Chris SAGAN, Financial Advisor, Chicago, has joined the new platform as a Wealth Advisor, Schaumburg and finally Alexander KLAAS, Account Vice President, Financial Advisor, Chicago, has also left UBS to join Puzzle Wealth as a Wealth Advisor, Schaumburg

Vontobel

  • Jackie HESS, Deloitte, Partner, Member of Swiss Executive, Zurich, has joined as CEO Vontobel Swiss Wealth Advisors, Zurich

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