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Private Banking Market Update March & April 2022

Delta has summarised the following changes at Tier 1 Private Banks throughout March & April 2022

Bank of America

  • Nancy KELLER-GO, Managing Director, Investment & Wealth Structuring Market Director, Boston, MA has left to BNY Mellon as a Managing Director, Global Head of Fiduciary, Global Family Office, Boston, MA

Barclays

  • Ross MALPASS, Lombard Odier, Vice President, Private Banking, London has joined as Director, Private Banking, London

BNP Paribas

  • Gaurav BATHIJA, Citi, Director, Head of Private Capital Group, South Asia, Singapore has left to join as a Managing Director, Senior Relationship Manager, Southeast Asia, Singapore
  • Ruth CHUNG, Pictet, Market Group Head, Greater China, Singapore has joined as the Head of Greater China Market, Singapore

Citi

  • Mike PERSINSKI, Managing Director, Investment Counselor has joined Bank of America as a Managing Director, Private Banker, Coral Gables, Florida
  • Angel FERRER, Director, Private Banker, Miami, Florida has joined Bank of America as a Director Private Wealth Advisor, Coral Gables, Florida
  • Ivan MOISEEFF, EFG, Senior Vice President, United States, joined as a Director, Head of Origination LatAm North & South, Investment Finance, Miami, Florida
  • Eugenio RETANA, Vice President, UHNWI, Miami, Florida has left to join Bank of America as a Senior Vice President, Private Wealth Advisor, Coral Gables, Florida
  • Ozlem OZDEMIR, Standard Chartered Bank, Executive Director, Private Banker, London, UK has left to join as a Private Banker based in London, UK

Credit Suisse

  • Anne-Marie FORGET, Relationship Manager, UHNWI, Russia has joined JP Morgan in a similar position in Zurich, Switzerland
  • Eleonore DACHICOURT, Head of Sustainable Client Solutions, Zurich has joined BNP Paribas in a similar role based in Singapore
  • Victoria BAROUD, UBS, Director, Investment Advisor, Private Banking, Dubai, UAE has joined as a Senior Investment Advisor, Private Banking, based in Geneva
  • Bharat PRATAP, Director, Wealth Management, Dubai has left to join LGT as a Managing Director, Private Banking, Dubai
  • Calgar OZER TOPRAK, Indosuez, Vice President, International Wealth Management, Zurich has joined as a Vice President, Senior Relationship Manager, HNW, Turkey Coverage, Zurich

Deutsche Bank

  • Stefanie HOLTZE-JEN, DWS Group, Portfolio Manager, Global Chief Currency Strategist, Frankfurt, Germany has been appointed as a Chief Investment Officer, Asia Pacific, Singapore
  • Vera PATEL, Senior Client Advisor, Assistant Vice President, Private Clients International, Frankfurt, Germany has joined BIL Suisse as a Director, Relationship Manager, Wealth Management, Russia & CIS in Zurich, Switzerland
  • James WHITTAKER, Head of UK Coverage, London, UK has been promoted to Head of UK Wealth Management, London, IL

EFG

  • Athanasios ATHNASIOU, UBP, Intern, Wealth Management, London has joined as a Junior Assistant Private Banker, based in London
  • Boris COLLARDI, Pictet, Partner, Private Banking, Geneva has joined EFG after acquiring a 3.6% stake in the institution. He is joining as a non-indepndent memeber of the board of directors

Goldman Sachs

  • Ahmed PAREKH, BNP Paribas, Managing Director, Private Banking, Dubai has left to join as an Executive Director, Private Wealth Management based in Dubai

Investec

  • Justine Colley LOBEL, Sanlam Private Wealth, Portfolio Manager, London has joined Investec as an Investment Director, London

JP Morgan

  • Tamila KIPERWASSER, Credit Suisse, Vice President, Relationship Manager, Eastern Europe Coverage, Zurich has joined in a similar position based in Zurich
  • Dimitrios NOUSIAS, Whitetip Investments, Chief Investment Officer, Luxembourg / Athens has joined as an Executive Director, based in Luxembourg
  • Karim GABRIEL, Relationship Manager, Multi-Family Offices & Intermediaries Group, Geneva has left to join Pictet, as a Private Banker covering Israel, based in Geneva

RBC Capital Markets

  • Mike REED, CEO Singapore Branch, Head of Wealth management, Southeast Asia, Singapore has announced his retirement
  • Johann PECK, HSBC, Relationship Manager, UHNWI, Investment Products & Services has joined as a Director, Relationship Manager, Singapore
  • Audwin TAY, DBS Bank, Investment Counsellor, Singapore has joined as a Director, Relationship Manager, Singapore
  • Betty WONG, Bank J Safra Sarasin, Director, Private Banker, Client Advisory, has joined as a Director, Private Banker, Hong Kong
  • Jessica HUNG, Morgan Stanley, Private Wealth Sales, Marketing & Management has joined as a Director, Head of Sales Management Office, Singapore

UBS

  • Antonis NTATZOPOULOS, JP Morgan, Executive Director, Wealth Management, Luxembourg has left to join UBS as an Executive Director, Senior Wealth Manager, UHNWI, Family Office for Greece & Cyprus based in Zurich
  • Michelle LAU, IPG Howden, CEO for Southeast Asia will join as a Co-Head of Advisory & Sales, Client Services, Asia-Pacific
  • George PAPANGELIS, Citi, Incvestment Counselor, London has joined as an Executive Director, Wealth Management, Zurich

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