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Private Banking Market Update November 2020

Delta has summarised the following changes at Tier 1 Private Banks through November 2020

BNP Paribas

  • Edmund SHING, Global Head of Equity Derivative Strategy, Paris, has been appointed as CIO, Paris. Mr Shing succeeded Florent BRONES, who stood down to retirement
  • Christian SALATKO, Head of Change Management, Human Resources, Geneva, has been appointed as Head of Key Clients, CIS & Eastern Europe, Geneva
  • Alain MENGUS, Credit Advisor, Jet & Yacht Finance, Geneva, has been appointed as Relationship Manager, Central & Eastern Europe Desk, Geneva

Citi

  • David POOLE, Bank of America Merrill Lynch, Manging Director, Consumer Investments, New York, has joined as Head of US Wealth Management, New York

Credit Suisse

  • Antonio HORTA-OSORIO, Lloyds, CEO, London, has been appointed as Chairman, Zurich. Mr Horta-Osório will start at the end of April
  • Victoria WU, Managing Director, Zurich, has joined Bordier & Cie as Managing Director, Head of Asia, Zurich
  • Marcus SLOOR, Managing Director, Market Group Head, Thailand & Vietnam, Singapore, has been appointed as Market Group Head, Philippines, Thailand and Vietnam, Singapore
  • Michael BOLLIGER, Huawei Consumer Business Group, Key Account Finance Specialist, Zurich, has rejoined as Cluster Head Client Management IWM UHNWI Emerging Europe, Zurich
  • Daniel CLAVIJO, Managing Director, Region Head Pacto Andino, Zurich, has left
  • Cecilia ALVAREZ-SANTULLANO WEDHOLM, JP Morgan, Executive Director, Banker, Nordics UHNW, Stockholm, has joined as Director, Investment Consultant, Mexico UHNW, Zurich
  • Josef STAUBER, Director, Relationship Manager, Zurich, has joined Bordier & Cie as Executive Director, Zurich
  • Francis ELIOT, Citi, Equity Advisor, London, has joined as Investment Consultant, Northern Europe Coverage, Zurich
  • Avshalom SHIMI, Deutsche Bank, Vice President, Client Advisory, Tel Aviv, has joined as Vice President, Relationship Manager, Tel Aviv

Deutsche Bank

  • Alexis PATERAS, UBS, Executive Director, Client Advisor, UHNW, London, has joined as Relationship Manager, London
  • Aditya SEHGAL, Director, Sales and Structuring of Cross Asset Solutions, Wealth Management, Singapore, has left to join Nomura as Executive Director, Investment Products & Solutions, International Wealth Management, Singapore

EFG

  • Harald RECZEK, Credit Suisse, Deputy Head Asset Management Switzerland & EMEA, Zurich, has joined as Deputy Head Investment Solutions, Global Head Distribution, Zurich. Mr Reczek will report to Renato COHN, Deputy CEO, Head of Investment Solutions, Zurich

HSBC

  • Charlie NUNN, Global CEO, Wealth and Personal Banking, London, has left to join Lloyds as CEO, London. Mr Nunn will succeed Antonio HORTA-OSORIO, who has announced his decision to stand down in 2021
  • Kenneth YEO, Managing Director, Head of Investment Services and Product Solutions, South East Asia, Singapore, has left to join CreditEase as CEO, Wealth Management, Singapore

J Safra Sarasin

  • Enid YIP, Member of the Board, Hong Kong, has left
  • Yann TRICARD, HSBC, Managing Director, Global Market Head, Israel, London, has joined as Head of Market Management, London

Julius Baer

  • Martin CUTHBERT, Head of Northeastern England, Leeds, and Gordon SCOTT, Executive Director and Regional Team Head, Northwest, Scottish, and Northern Ireland teams, Leeds, are set to leave
  • Francisco BUCH TORRES, UBS, Relationship Manager, Zurich, has joined as Executive Director, Senior Relationship Manager, U/HNW Mexico, Zurich
  • Rodrigo VELA BEZANILLA, Credit Suisse, Relationship Manager, Zurich, has joined as Director, Relationship Manager, U/HNW Mexico, Zurich

Pictet

  • Karen TAN, UBS, Director, Investment Specialist, Managed Products Advisory, Singapore, has joined as Executive Director, Fund Specialist Advisory, Singapore

Standard Chartered

  • Didier VON DAENIKEN, Global Head Private Banking, London, has left

UBS

  • Sarah LIM, Julius Baer, Executive Director, Investment Advisor, Singapore, has rejoined as Executive Director, Investment Consultant, Singapore
  • Ulrich DEVANTIER THERKELSEN, HSBC, Director, Investment Advisory, Europe International, Scandinavia Coverage, Copenhagen, has joined as Executive Director, Copenhagen

Miscellaneous

  • Grant PARKINSON, Brewin Dolphin, COO, London, has joined as Standard Chartered Bank as Regional Head EMEA, Private Banking, London. Sarah HOULSTON, Brewin Dolphin, Head of Change & Transformation, London, has succeeded Mr Parkinson as COO
  • Stephan KEISER, Banque Cramer, CEO, Zurich, has joined Gonet & Cie as the Head of the Branch, Zurich
  • Guy HEFER, Prytek CFO, Tel Aviv, has joined Meat Tech as CFO, Tel Aviv
  • Alexander LESCHENKO, LGT, Director, Senior Relationship Manager, Vienna, has joined Bank Alpinum as Director, Senior Relationship Manager, Eastern Europe Coverage, Vienna
  • Arthur VENSKEVICS, Rietumu Bank, Head Sales Wealth Management, Riga, has joined Bank Alpinum as Relationship Manager, Vienna
  • Anna KASHIRSKAYA, Intesa SanPaolo Private Bank, Executive Director, UHNW Private Banker for Emerging Europe, London, has left
  • Giovanni PETRONE, Crossinvest, Director, Milan, has left to join Mediobanca Private Banking an Executive Director, Milan

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