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Private Banking Market Update June 2021

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

Aziza RAMOS, Julius Baer, Executive Director, Relationship Manager, London, has joined as Director, Relationship Manager, London

Sanjeev SHARMA, Julius Baer, Managing Director, Hong Kong, has joined as Managing Director, North Asia Switzerland Team, Zurich
George KONIARIS, Team Leader Greece & Cyprus, Geneva, and Christian BASLER, Director, Relationship Manager, Zurich, have left to join Bergos AG
Rakesh RAVAL, Director, Africa & NRI Relationship Manager, Dubai, has left
Maya ZACHARIAS GANON, Relationship Manager, Tel Aviv, has left to join HSBC as Senior Representatitve Officer, Tel Aviv

Boaz A. SCHWARTZ, ex Deutsche Bank, CEO Israel, Tel Aviv, has been appointed a Board Member of iArgento, Jerusalem

Timothy LO, Indosuez, Deputy Chief Executive, Commercial Head, North Asia, Hong Kong, has joined as Vice Chairman, Hong Kong
Michelle WU, Indosuez, Executive Director, Private Banking Team Head, Executive Officer, Hong Kong, has joined as Managing Director, Team Head, Hong Kong
Peter CHAMLIAN, Indosuez, Geneva Location Head for Middle East & Africa, Geneva, has joined as Senior Vice President, Market Head, Geneva

Rogier MORITZ, Team Head Benelux, Senior Wealth Manager, Business Developer, Luxembourg, has left to join Degroof Petercam as Head of Market, Netherlands, Luxembourg

David KILLIAN, UBS, Executive Director, Global Family Office Group, New York, has joined as Investor, Global Families Group, New York
Rafael URQUIDI, Wells Fargo Advisors, Senior Vice President, Investments, Miami, has joined as Executive Director, Wealth Advisor, Miami
Anthony NÜSCHELER, Vice President, UHNW Israel, Geneva, has left to join Pictet as Senior Private Banker, Israel Team, Geneva

Yuval CHERNOV, Representative Officer, Tel Aviv, has left to join Sigma Premium as Vice President of Sales, Ramat Gan

Philipp RICKENBACHER, CEO, Zurich, has been appointed the Chairman of Association of Swiss Asset and Wealth Management Banks. Mr Rickenbacher replaces Marcel ROHNER
Nikhil KUMAR, Credit Suisse, Director, Senior Private Banker, London, has joined as Managing Director, Senior Advisor, London

Edouard DE SAINT PIERRE, Managing Director, Deputy Chief Operating Officer Private Bank, Head of Business Engagement, Geneva, has been appointed Head of French Unit, Paris. Mr De Saint Pierre replaces Joëlle PACTEAU

Jeff MOUTON, Julius Baer, Managing Director, Senior Advisor, Luxembourg, has joined as CEO Europe, Luxembourg. Mr Mouton succeeds Raphael SPAHR

Gabriel PORZECANSKI, Wells Fargo, Managing Director, Investments, Miami, has joined as Executive Director, Miami
Isidro FERRER, JP Morgan, Executive Director, Latin America, New York, has joined as Executive Director, International Client Advisor, Miami
Luis Maria MAYORGA, Wells Fargo, Executive Director, Investment Officer, Miami, has joined as Executive Director, Miami
Amy (JOHNSON) DIEHL, JP Morgan, Executive Director, San Francisco, has joined as Executive Director, Private Wealth Advisor, San Francisco
Brian DRISCOLL, JP Morgan, Executive Director, New York, has joined as Senior Vice President, New York

Fernando HOMEM DE MELO, Indosuez, Director, Senior Banker, Head of Brazil, Miami, has joined as Senior Vice President, Miami

Frédéric LAMOTTE, Indosuez, Global Head of Latin America, CEO Miami, has joined as CEO, London

John KLASS, Senior Vice President, Private Wealth Advisor, Chicago, has left to found Puzzle Wealth and become CEO in Chicago. In addition David MILLINGTON, Senior Vice President, Private Wealth Advisor, Senior Portfolio Manager, Barrington, has joined him as President and COO, Schaumburg; Steven A. CONNOLLY, Senior Vice President, Chicago, has also joined as CIO, Schaumburg; Chris SAGAN, Financial Advisor, Chicago, has joined the new platform as a Wealth Advisor, Schaumburg and finally Alexander KLAAS, Account Vice President, Financial Advisor, Chicago, has also left UBS to join Puzzle Wealth as a Wealth Advisor, Schaumburg