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Private Banking Market Update May & June 2022

Delta has summarised the following changes at Tier 1 Private Banks throughout May & June 2022

Barclays

  • James TWIGDEN, Vice President, Private Banking, Charities & Not-for-Profits, London has been promoted to Director, Private Banking, Charities & Not-for-Profit, London

BNP Paribas

  • Gaurav BATHIJA, Citi, Director, Private Banking, Singapore has joined as a Managing Director, Senior Relationship Manager, Southeast Asia Market, Singapore

BNY Mellon

  • Leighton CAMERON, TIAA, Senior Portfolio Manager, New York has joined as a Senior Wealth Manager, New York
  • Marcy MORGAN, First Republic Bank, Managing Director, Wealth Management, New York has joined as a Principal, Senior Private Banker, Connecticut
  • Scott RICKMAN, JP Morgan, Private Client Advisor has joined as a Client Strategist, Connecticut

Citi

  • Lorenzo FRONTINI, Deutsche Bank, Managing Director, Wealth Management, London has joined as a Managing Director, Private Banker, London
  • Hannes Hofmann, J.P. Morgan, International Head of Multi-Family Office and Intermediary, Hong Kong will start at Citi as the Global Head of the Family Office Group, London in September
  • Can SUNGURTEKIN, Vice President, Private Banking, Turkey, London has left to join Credit Suisse as the Vice President, International Wealth Management, London

Credit Suisse

  • Andrey OVCHINNIKOV, Director, Investment Consultant, CEE, CIS, Israel, Zurich has left to join Clarus Capital Group as a Partner, Investment Advisory, UHNW, Zurich

Edmond de Rothschild

  • Michel LONGHINI, CEO, Private Banking, Geneva is leaving the firm
  • Hervé ORDIONI, Director, Private Banking, Monaco has been promoted to Chief Executive Officer of International Private Banking, Monaco
  • Cosimo DEGLI ALESSANDRI, LGT, Relationship Manager, Private Banking and Asset Management, Geneva has joined as Vice President, Relationship Manager, Private Banking, Geneva

Goldman Sachs

  • Candace BENZEL, Vice President, Private Wealth Advisor, New York has left to join Merrill Lynch Wealth Management as a Private Wealth Advisor, Bridgewater, NJ

HSBC

  • Mathieu FORCIOLI, Antarctica Asset Management, Head of Alternative Operations, Hong Kong will start at HSBC as the Global & Asia Pacific Head of Alternatives, Investment & Wealth Solutions department, Hong Kong on September 1st
  • Irene HY CHEN, Citi, Head of Cross-Asset Solutions, Asia, Hong Kong will start as the Global Head of UHNW Solutions, Hong Kong in August
  • Bryce WAN, UBS, Managing Director, Market Team Head Global Family Office, Hong Kong will start as a Market Head, Global Private Banking, North Asia, Hong Kong in August
  • Gabriel CASTELO, Quintet Bank, Partner, Member of the Group Executive Committee will start as the Head of Private Banking, Switzerland and EMEA, Zurich in July

JP Morgan

  • Francisco MICHELETTI, JP Morgan, Leading Advisor, Private Banking, EMEA, Luxembourg has moved from Lending Space into the Private Banking Space as a Vice President, Covering UK & Ireland Clients, Luxembourg
  • David CATALDI, UBS, Executive Director, Business Developer, Global Financial Intermediaries, Wealth Management, Geneva has joined as the Business Development Head of Multi-Family Office and Financial Intermediaries, Geneva
  • Pierre-Olivier TISSEUIL, Credit Suisse, Relationship Manager and Business Developer for External Assets Managers, Geneva has joined as Vice President, Business Developer of Multi-Family Office and Intermediary, Geneva
  • Henry KNAPMAN, HM Treasury, Senior Industry Adviser, London has joined as a Managing Director, 23 Wall Investment & Private Banking Intermediary, London

Julius BAER

  • Dmitri KUSHAEV, Credit Suisse, Managing Director, Strategic Client Partner, Emerging Europe, Zurich has joined as a Managing Director, Wealth Management, Zurich
  • Ho Shui WEI, Bank of Singapore, Managing Director, Private Banking, Market Head, Thailand & Indochina, Singapore will start as a Head of Southeast Asia, Singapore
  • Andrew LEE, Managing Director, Group Head, Southeast Asia, Singapore has been promoted to Vice Chairman, Southeast Asia, Singapore
  • Christian CAPPELLI, Managing Director, Emerging Asia, Singapore has left to join in a similar position based in Zurich
  • Varisa LABANUKROM, Siam Commercial Bank, Private Banking has joined SCB Julius Baer as an Team Leader, Wealth Management, Bangkok City along with her team below
  • Narumon SAMART, Siam Commercial Bank, Private Banking has joined as Private Banker, Relationship Manager, Bangkok City
  • Panurat NARA-ARC, Siam Commercial Bank, Private Banking has joined as Private Banker, Relationship Manager, Bangkok City
  • Pujaree SAKULSURAEKAPONG, Siam Commercial Bank, Private Banking has joined as Private Banker, Relationship Manager, Bangkok City
  • Sorowan SUWANWAT, Siam Commercial Bank, Private Banking has joined as Private Banker, Relationship Manager, Bangkok City

Mirabaud

  • Samir ATITALLAH, Piaget, International Image & Communication Director, Geneva has joined as CEO, Middle East, Dubai
  • Nicolas MIRABAUD, Managing Partner, Head of Wealth Management, Geneva has gained the title of Chaiman of the Board, Middle East, Geneva

Pictet

  • Ariel SORIA, Head of Investment Specialists, Greece, Israel & Turkey, Geneva has been promoted to Market Head, Israel, Geneva

SHUAA Capital

  • Athanasios TSETSONIS, Emirates NBD, Director, Investor Relations, Dubai has joined as the Head of Investor Relations & ESG, Dubai

UBS

  • John SCHMITT, Merrill Lynch, Senior Vice President, Wealth Management, Advisor, Chicago has joined as a Private Wealth Advisor, UHNWI, Chicago
  • Pat COYLE, Merrill Lynch, Senior Vice President, Wealth Management, Advisor, Chicago has joined as a Private Wealth Advisor, UHNWI, Chicago
  • Jean BEAUDOIN, Merrill Lynch, Senior Vice President, Wealth Management, Advisor, Chicago has joined as a Private Wealth Advisor, UHNWI, Chicago
  • Michael SCHODROF, Merrill Lynch, Senior Vice President, Private Wealth Manager, AGP has joined as a Financial Advisor, UHNWI, Chicago
  • Anthony DUBOSE, Merrill Lynch, Senior Associate, Client Service has left to join in a similar position based in Chicago
  • Jill GODOY, Merrill Lynch, Senior Associate, Wealth Strategy has left to join in a similar position based in Chicago
  • Ivy LEGGERO, Merrill Lynch, Senior Associate, Wealth Strategy has left to join in a similar position based in Chicago
  • Maria Lourdes Kristen QUINTOS, Maybank ATR Kim Eng Capital Partners, President & CEO, Manila has joined as a Senior Client Advisor, UHNW, Manila
  • Vi Sun YANG, Head of Private Client Segment and Wealth Management Client Service Specialists, Private Bank, Singapore has left to join Julius Baer as a Head of Southeast Asia, Singapore
  • Mikail QAZI, Merrill Lynch, Senior Financial Advisor, Senior Vice President, Wealth Management, Washington, DC has joined as Managing Director, Wealth Management, Washington, DC
  • Timothy MARTIN, Merrill Lynch, Wealth Management Advisor, Vice President, Washington, DC has joined as First Vice President, Wealth Management, UHNW, Washington, DC
  • Albana DROBONIKU, Merill Lynch, Wealth Planner, Washington, DC has joined as an Associate Director, Senior Wealth Strategy Associate, Washington, DC

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