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Private Banking Market Update March 2021

Delta has summarised the following changes at Tier 1 Private Banks throughout March 2021

Barclays

  • Raymond MULLIGAN, Managing Director, CIO Wealth and Private Banking, London, has left to join Scotia as Senior Vice President CIO Global Wealth Technology, London

Citi

  • Kevin KING, Global Market Manager for Southern Mainland China, Hong Kong, has left to join BNP Paribas as China Market Head, Hong Kong
  • Stella MARIS LAVIN, Manging Director, Philadelphia, has left to join BlueCorner Capital as Owner, Philadelphia

Credit Suisse

  • Credit Suisse has decided to exit Domestic Wealth Management sector in Austria and to serve Austria-booked UHNW clients from Luxembourg going forward and is referring its local HNW clients to Liechtensteinische Landesbank (Österreich) AG (LLB Österreich)
  • George KONIARIS, Director, Team Leader, Head of Greece & Cyprus, London, has left
  • Victoria OBEDKOVA, Head of KYC Refresh, International Wealth Management, London, has left to join Standard Chartered as Director, CFCC Advisory, Private Bank UK, London
  • Jack P HARRIS, Director, Senior Relationship Manager, Middle East Coverage, London, has left
  • Joao CORREIA, Millennum Banque Privee, Private Banker, Geneva, has joined as Director, Geneva
  • Victoria ARAZI, Raveh Ravid & Co, Analyst, Tel Aviv, has joined as Assistant Relationship Manager, Tel Aviv

EFG

  • Renato COHN, Deputy CEO and Head of Investment Solutions, Zurich, has left to rejoin BTG Pactual. Harald RECZEK, Deputy Head Investment Solutions, Global Head Distribution, Zurich, will succeed Mr Cohn as Head of Investment Solutions
  • Marcelo COSCARELLI, Head of Latin America, is set to leave. Mr Coscarelli will be succeeded by Sanjin MOHOROVIC, COO

Goldman Sachs

  • Jan WICHER NOORDA, Rabobank, Director, Capital Structuring, Amsterdam, has joined as Executive Director, Amsterdam
  • Dimitra KOUTSOUKOS, OakNorth Bank, Director, Deposit Partnerships, London, has joined as Executive Director, PWM, Consumer and Wealth Management Division, London

HSBC

  • Johnny LIU, Vice President, Senior Branch Manager, Irvine, has left to join MUFG Union Bank as Vice President, Private Wealth Advisor, Orange County

J Safra Sarasin

  • Francesca HALL, HSBC, Director, London, has joined as Executive Director, London

JP Morgan

  • Brian CARLIN, CEO, Wealth Management Solutions, New York, has been appointed as Chief Executive Officer & Chief Investment Officer, Private Direct Investments, New York
  • Colin FORD, Citi, Senior Vice President, Private Banker, New York, has joined as Vice President, Private Banker, New York

Julius Baer

  • Philipp FRISCHKNECHT, Credit Suisse, Segment Head Latin America Private Banking International, Zurich, has joined as Head of Hispanic America, Switzerland, Zurich
  • Calum BREWSTER, Managing Director, Head of Regions UK, Edinburgh, has left to join Brown Shipley as Managing Director, Head of Private Banking & Client Solutions, Edinburgh
  • Chirag GANDHI, IIFL Wealth, Senior Partner, Delhi, has joined as Managing Director, Delhi
  • Vladimir SPORYNIN, Executive Director, Relationship Manager, Russia & CEE Coverage, Zurich, has left
  • Colin AITKEN, Executive Director, Edinburgh, has left
  • Rodolfo LIZZARRAGA DELGADO, BBVA, Director, Relationship Manager, Zurich, has joined as Executive Director, Zurich

Morgan Stanley

  • John RUMSEY, Senior Vice President, Wealth Management Advisor, Raleigh, has left to join RHA as Managing Partner, Raleigh. Robert HARTINGER and Clark ABBOTT, Senior Vice Presidents, Wealth Management Advisors, Raleigh, have also left to join as Managing Partners, Raleigh
  • Matthew HAMBLETON, Senior Vice President, Senior Financial Advisor, Cincinnati, has left to join Rockefeller Capital Management as Managing Director, Cincinnati. Alongside, Andrew SULLIVAN, Vice President, Senior Financial Advisor, Cincinnati, has joined as Vice President, Private Wealth Advisor, Cincinnati
  • Michael KAPLAN, Senior Vice President, Wealth Management, Wealth Advisor, Portfolio Manager, Houston, has left to found Kaplan Wealth Advisors, Houston

Pictet

  • Guillaume COMPAIN, JP Morgan, Executive Director, Private Bank COO, Paris, has joined as COO, Paris

UBS

  • Michael CROWL, Group Managing Director and General Counsel-UBS Global Wealth Management and UBS Group Americas, New York, has left
  • Jan VAN BUEREN, UBP, Managing Director, Global Head Family Office Advisory, Zurich, has joined as Senior Family Advisor, Zurich
  • Vicente DEL RIO, JP Morgan, Investment Specialist, Miami, has joined as Managing Director, Miami
  • Edgard SALIBA, HSBC, Director, Doha, has joined as Executive Director, Doha
  • Rima KANAAN, HSBC, Relationship Manager, Doha, has joined as Director, Doha
  • Shiri HYBLOOM, Director, Relationship Manager, Tel Aviv, has left to join Capital Link Family Office as Co-Founder & CEO, Tel Aviv
  • Larry TAYLOR, Senior Vice President, has left to join Baird Private Wealth Management, Cookeville, as Director, Financial Advisor, Cookeville
  • Pamela AZZI, HSBC, Customer Service Executive, Doha, has joined as Associate Director, Client Account Manager, Doha

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