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Private Banking Market Update May 2021

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

Citi

  • Elzbieta CZETWERTYNSKA, Country Officer Switzerland, Liechtenstein & Monaco, has been promoted to CEO Poland, Warsaw. She will replace Slawek SIKORA

Credit Suisse

  • Keng CHEONG LOCK, has been promoted to Market Group Head of Private Banking for China, Hong Kong, and Taiwan, Singapore
  • Gabriele D'AGOSTA, UBS, Managing Director, Segment Head of Ultra High Net Worth Italy Domestic, Milan, has joined as CEO Italy Spa, Milan. He will replace Giorgio VIO
  • Shelly SOOR, Managing Director, Desk Head, Sub-Saharan Africa Wealth Management, Geneva, has left
  • Marc ABDOU, Indosuez Wealth Management, Member of Senior Management, Geneva, has joined as Director, Geneva
  • Ekaterina PAVLOVA, Vice President, Relationship Manager, London, has left

HSBC

  • Laura GEIGER-PANCERA, UBS, Managing Director, Head UHNW Client Strategy Office, Zurich, has joined as Head Family Office Switzerland, Zurich

J Safra Sarasin

  • Beat B. BOCHSLER, Executive Director, Zurich, has left to join ODDO BHF as Director, Senior Relationship Manager, Zurich

JP Morgan

  • Elaine ZHANG, Credit Suisse, Managing Director, Market Leader, Private Bank, Great China Market, Singapore, will join as Managing Director, Head of China Private Banking, Singapore
  • Gonzalo RODRIGUEZ DEL VALLE, Ernst & Young, Managing Director, New York, has joined as Managing Director, Head Multi-Family Office and Intermediaries, Latin America, New York
  • Whit MULFORD, Wells Fargo Advisors, First Vice President, Investment Officer, Charlotte, has joined as Executive Director, Charlotte
  • Timothy PIPPET, Executive Director, Philadelphia, has left to join City National Bank as Senior Vice President, Philadelphia

Julius Baer

  • Andres MARIN, Credit Suisse, Head MT Private Banking Colombia and Central America, Zurich, has joined as Market Head Colombia Hispa, Zurich
  • Tobias ZUMSTEG, ex Managing Director, Market Head Intermediaries Americas, Zurich, has rejoined the platform after a sabbatical leave as Managing Director, Team Head Private Banking Middle East Zurich, Zurich
  • Jürg P. JOST, Executive Director, Relationship Manager, Zurich, has left to join VP Bank as Senior Client Advisor for Intermediaries in UK, Germany and Switzerland, Zurich
  • Michelle (WRIGHT) WHITE, Executive Director, London, has left to join Investec Wealth & Investment UK as Senior Investment Director, London
  • Nishant AHUJA, IIFL Wealth, Principal, New Delhi, has joined as Director, New Delhi
  • Andrea STEFANOWICZ SABRIER, Director, Key Clients team RCEE, Zurich, has left to join Unigestion as a Director, Geneva
  • Kris KALVISS, Private Banker, U/HNW Clients, Guernsey, has left to join Investec Bank Channel Islands as Relationship Manager, HNW UKRND Offshore clients, St Peter Port

Liechtensteinische Landesbank

  • Sabine TRIEBE, Credit Suisse, Director, Vienna, has joined in an equivalent position, Vienna
  • Gerd TESAR, Credit Suisse, Vice President, Senior Relationship Manager, Vienna, has joined as Director, Private & Institutional Banking, Vienna

Mirabaud

  • Stuart BATES, JAR Capital Limited, COO, London, has joined as CEO UK, London

Morgan Stanley

  • Marcus KLINE, JP Morgan, Managing Director, Financial Advisor, New York, has joined as Managing Director, Financial Advisor, New York
  • Casey KRIEDMAN, Managing Director, Private Wealth Management, Financial Advisor, New York, has joined as Managing Director, Financial Advisor, New York
  • Scott ZEMACHSON, JP Morgan, Managing Director, Wealth Advisor, New York, has joined as Managing Director, Financial Advisor, New York
  • Carryn L. MCLAUGHLIN, UBS, Senior Vice President, New York, has joined as Executive Director, Wealth Advisor, New York

UBP

  • Luca PRENCIPE, Group Head Italy, Ticino, has left to join IFO International Family Office, Global Wealth Manager for UHNWI as Co-CEO, Ticino
  • Hartmut VOLLMER, Senior Managing Director, Zurich, has left to join BIL as Executive Board Member, Head of Growth Markets CIS countries, Middle East and China, Zurich
  • Michael FISCHER, Managing Director, Investment Advisory, Geneva, has left to join VALNA as Senior Advisor, Geneva
  • Konstantinos MARATOS, Managing Director, Senior Wealth Manager, London, has left to join Colombo Wealth as Partner/Director, Zurich

UBS

  • JT DAVENPORT, JP Morgan, Private Bank, San Francisco, has joined as Managing Director, Private Wealth Management, San Francisco
  • Sean LIVINGSTON, JP Morgan, Executive Director, Private Banker, San Francisco, has joined as Managing Director, San Francisco
  • Wyatt LARSEN, Managing Director, Boston, has left to join Rockefeller Capital Management as Managing Director, Private Wealth Advisor, Boston
  • Monish VERMA, Senior Vice President, Wealth Management, Senior Portfolio Manager, CRPS, Farmington, has left to join Vardham as Managing Partner, Farmington
  • Joel EAST, JP Morgan, Executive Director, Investment Specialist, Dallas, has joined as Senior Vice President, Dallas
  • Andrew D. HERR, JP Morgan, Executive Director, Greenwich, has joined as Senior Vice President, Senior Institutional Consultant, Financial Advisor, Stamford
  • Joseph A. CULLEN, Senior Vice President, Boston, has left to join Pallas Capital Advisors as Managing Director, Boston
  • Amanda WOO, Bank of America Private Bank, Senior Vice President, San Francisco, has joined as Private Client Manager, Palo Alto
  • Clifford A. VIRGIN, Senior Vice President, New Jersey, has left to join RBC Wealth Management as Senior Vice President, New Jersey
  • Gena BARBATO, Senior Vice President, Atlanta, has left to join Platinum Wealth Management of Buckhead as Managing Director, Atlanta

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