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Private Banking Market Update October 2020

Delta has summarised the following changes at Tier 1 Private Banks throughout October 2020

Berenberg

  • Oliver PIETSCH, Commerzbank, Director, Head of International Wealth Management, Frankfurt, has joined as the Head of Wealth Management, Frankfurt

Credit Suisse

  • Bie LAN OEY, HSBC, Managing Director, UHNW Indonesian Client Coverage, Singapore, has been named as the Vice Chairwoman of Southeast Asia Private Banking, Singapore, reporting to South Asia Head of Private Banking, Benjamin CAVALLI
  • Credit Suisse has hired 9 bankers in Mumbai to strengthen its Wealth Management operations in India onshore. Ravinder SINGH, BNP Paribas, CEO Indian, Delhi, has joined as Managing Director, Strategic Client Advisor, India onshore, Mumbai. Ravi MALANI, BNP Paribas, Head of Equities, Mumbai, has joined as Director, Senior Product Manager, Private Banking Equity Sales, Mumbai. Alongside, Brijesh MAJALI, BNP Paribas, Senior Private Banker, Mumbai, has joined as Director, Team Leader, Mumbai; Madhurjya LAHKAR, BNP Paribas, Senior Vice President, Mumbai, has joined as Relationship Manager, Mumbai; Ashish TELI, BNP Paribas, Vice President, Mumbai, has joined as a Relationship Manager; Gautam JAIN, BNP Paribas, Vice President, Equity Investment, Counsellor, Mumbai, has joined as Relationship Manager
  • Jason WINDERBAUM, Paradigm Invest Group, Executive Director, Head of Sales, Australia, Sydney, has joined as Vice President, Relationship Manager, UHNW, Sydney. Alongside, Loughlin MACGOWAN, Julius Baer, Head of Advisory Solution, UK, has joined as Relationship Manager, Sydney; and Anne-Laure ALIA, former Rothschild & Co, Paris, as a Relationship Manager, Sydney
  • Nona OUSHENINA, BNP Paribas, Global Head of Russia/CIS/CEE, Geneva, has joined alongside with 8 of bankers from BNP Paribas Russian desk
  • Polly LEUNG, BNP Paribas, Executive Director, Greater China Institutions, Family offices & UHNW clients for Global Market & Wealth Management, Hong Kong, has joined as an Executive Director, Expert Relationship Manager, Hong Kong
  • Gary NG, Julius Baer, Executive Director, Investment Advisory, Singapore, has joined as an Investment Consultant, Thailand Coverage, Singapore
  • Karim SCHOEIB, Director, Cluster Head, UAE, Dubai, has left to join Al Ramz Capital as the CEO, Dubai
  • Juan CARLOS, Santander, Private Banker, Geneva, has joined as a Director, Geneva

Deutsche Bank

  • Sofia SOOL has been announced the Head of International Private Banking (PBI), Emerging Europe, Russia, Eastern Europe, Israel, Turkey & Greece Coverage, London, UK. Ms Sool was previously Co-Head of the business with Asaf RAVEH, who is set to leave
  • Yael RABINOWITZ, Managing Director, Head of Wealth Management Israel, Geneva, is leaving
  • Raphael DRESCHER, former Head of Key Client Partners UK, London, has joined Brown Shipley as Head of UK Family Investment Office, London

Goldman Sachs

  • Stephanie COHEN, Chief Strategy Officer, New York, NY, and Tucker YORK, Global Head of Wealth Management, New York, NY, have been appointed as co-heads of Consumer Banking & Wealth Management, New York, NY
  • Gabriel VADUVA, BNP Paribas, Managing Director, Head of CEE & Asia Wealth Management, Geneva, & Frederic JUSTES, Vice President, Relationship Manager, CEE & Asia Coverage, Geneva, have joined as Managing Director, and Executive Director respectively, Wealth Management, Geneva

HSBC

  • Jyrki RAUHIO, Citi, Managing Director, Head of South Asia Private Banking, Singapore/Hong Kong, has joined as Managing Director, APAC Head of Credit Advisory, Singapore. Mr Rauhio replaces Desiree LAM

JP Morgan

  • Anton DENISOV, Credit Suisse, Relationship Manager, UHNWI & Key Clients Coverage, Zurich, has joined as an Executive Director, Zurich
  • Boris PLINER, Executive Director, Luxembourg, has left to join to Pure Capital Asset Management as a Senior Private Banker, Luxembourg

J Safra Sarasin

  • Guy MAGEN, HSBC, Managing Director, Head of Israel Representative Office, Tel Aviv, has joined as Managing Director, Head of Representative Office, Tel Aviv
  • Adrian JOSSA, JP Morgan, Executive Director, Geneva, has joined as Managing Director, Head of Middle East, Geneva

Julius Baer

  • Joseph CACERES, HSBC, Head of Management Investment Solution & Alternative Investments for Southeast Asia, Singapore, has joined SCB Julius Baer as the Head of Investment Advisory & Solutions, Singapore
  • Calum BREWSTER, Managing Director, Head of Regions UK, Torryburn, has left to join Brown Shipley as the Head of Private Banking

Morgan Stanley

  • Bryan T. STEPHENS, UBS, Senior Vice President, Senior Portfolio Manager, New York, NY, has joined as an Executive Director, Senior Portfolio Manager, Sports and Entertainment Director, New York, NY
  • Christopher PASSAVIA, JP Morgan, Senior Vice President, New York, NY, has joined as Senior Vice President, Private Wealth Advisor, Global Institutional Advisory Solutions, New York, NY
  • Daniel KAUFMAN, Merrill Lynch, Senior Vice President, Atlanta, GA, has joined in an equivalent position, Atlanta, GA

Pictet

  • Stefan WERNER, Deutsche Bank, Senior Portfolio Manager, Frankfurt, will join Frankfurt Office in January 2021

Quintet Private Bank

  • Jing Zhang BROGLE, Edmond de Rothschild, Global Market Head of Asia, Zurich, has joined as the Market Head for Asian International Clients, Zurich
  • Andre DEL PIERO, BNP Paribas, Head of Key Clients (UHNW) & Single Family Offices Onshore Swiss, Bern, has joined as Market Head Domestic Switzerland, Bern
  • Cindy EICHER-BATTISTINI, JP Morgan, Head of Private Banking, Zurich, has joined as Senior Client Advisor, Family Investment Office, Zurich

UBS

  • Simon PEARSON, Regional Head, North West, Manchester, has left to join Cazenove Capital as the Head of Manchester Office, Manchester; Richard WALKER, has left to join as Portfolio Director, Manchester; Simeon LIVESEY, Associate Director, Wealth Manager, Manchester, has left to join as Director, Portfolio Manager, Manchester, and Mark MACE, Director, Manchester, has joined Cazenove Capital as Portfolio Director, Manchester
  • Jane BOOTH has been appointed the Regional Head, North West, Manchester. Ms Booth has replaced Simon PEARSON
  • Fahim AMDANI, Ivory Capital Group, Founder, London, has joined as Director, Manchester
  • John F. HANLEY, Goldman Sachs, Vice President, Investment Management, Washington DC, has joined as Managing Director, Wealth Management, Washington DC
  • Camilo GOMES, Morgan Stanley, Executive Director, Financial Advisor, Brazilian Clients Coverage, New York, NY, has joined as a Senior Vice President, New York, NY
  • Oren SHAPIRA, Director, Team Leader, Israel Coverage, Tel Aviv, has left
  • Marcel ANTONIAZZI, Morgan Stanely, Senior Vice President, New York, NY, has joined in an equivalent position, New York, NY
  • Janko MATESKI, Julius Baer, Relationship Manager Assistant, Russia & CEE Coverage, Zurich, has joined as Client Advisor Assistant, HNWI Russia/CIS & Kazakhstan Coverage, Zurich

Vontobel

  • Stefano SALA, Credit Suisse, Senior Manager, Wealth Planning, Southern Europe, Lugano, has been appointed the Head of Wealth Management, Italian Speaking Switzerland Coverage, Zurich

Miscellaneous

  • Martin WACHTER, LGT, has joined Bank Alpinum as the Head of Private Banking, Vaduz
  • Robert NYE, LGT Vestra, Wealth Manager, Bristol, has joined Cazenove Capital as Head of the Bristol Office, Bristol
  • Jaye CHIU, BMO, Managing Director, Head of Investment Management, Private Banking Asia, Hong Kong, has been appointed at the Bank of East Asia as the Head of Investment Products & Advisory across Personal Banking, Private Banking, Corporate Banking and BEA China, Hong Kong
  • Juerg LEGLER, Banque Bonhote & Cie, Deputy Director, Bern, joined Bordier & Cie in an equivalent position, Bern
  • Yizhak TRABELSI, Hyposwiss Private Bank, Director, Geneva, has gone to TBH Global Family Office as CEO & Founder, Geneva

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