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Private Banking Market Update May 2021

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

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

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

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

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

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

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

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

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

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

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

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