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Private Banking Summer Market Update 2022

Delta has summarised the following changes at Private Banks throughout Summer 2022

BNP Paribas

Gaurav BATHIJA, Citi, Director, Private Banking, Singapore has joined as a Managing Director, Senior Relationship Manager, Southeast Asia Market, Singapore
Luc RENARD, Head of Financial Intermediaries Client Line & Digital Transformation, APAC, Hong Kong has been promoted to Head of Securities Services for Southeast Asia, 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
Yakub MATHEW, Managing Director, Global Head, USA has left to join Wells Fargo as a Managing Director, Investments, New York
Cayman WILLS, J.P. Morgan Chase & Co., Managing Director, Regional Director, New York has joined as Managing Director, U.S. Northeast Region Head, Greenwich, CT
Greg RICHESIN, Director, Texas Team Lead, Private Banker, Dallas, TX has left to join Merrill Lynch as a Private Wealth Advisor, Dallas, TX
Lisa SHENWICK, Director, Investment Finance, Private Bank, New York has left to join Deutsche Bank as a Director, Senior Lender, Wealth Management, New York
Milena KRYM, Private Banker, Brazil, São Paulo has left to join Santander Private Banking Brazil, Senior Private Banker, São Paulo
Can SUNGURTEKIN, Vice President, Private Banking, Turkey, London has left to join Credit Suisse as the Vice President, International Wealth Management, London

Credit Suisse

Thomas GOTTSTEIN, Chief Executive Officer of the Group, Switzerland has left
Ulrich KÖRNER, CEO Asset Management, Switzerland has been promoted to Chief Executive Officer of the Group, Switzerland
Roger SUTER, Managing Director, Regional Head Central Switzerland, Zurich has been promoted to Head of Private Banking, Member of the Executive Board, Zurich
Marguerite CHOUEIRY BAZERLI, Indosuez Wealth Management, Director, Dubai has joined as Vice President, Senior Relationship Manager, Beirut
Andrey OVCHINNIKOV, Director, Investment Consultant, CEE, CIS, Israel, Zurich has left to join Clarus Capital Group as a Partner, Investment Advisory, UHNW, Zurich

Deutsche Bank

Markus MÜLLER, Managing Director, Global Head of Chief Investment Office Private Bank, Frankfurt has been promoted to Managing Director, Chief Investment Officer ESG Private Bank, Frankfurt
David ADDISON, BNY Mellon Wealth Management, Principal, Credit Advisory, New York has joined as Structured Lender, New York
Anum SHAHAB, Barclays Private Bank, Director, London has joined as Senior Private Banker, London
Gregory ZANN, PNC, Relationship Manager, Boca Raton, FL has joined as Director, Miami

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

EFG

Peter FANCONI, Chairman of the Board, Switzerland will leave in October
Alexander CLASSEN, HSBC, CEO, Country Head Switzerland, Geneva will leave to join EFG as the Chair of the Board of Directors, Switzerland in September
Julian ZIDAN, Credit Agricole, Managing Director, Senior Banker, Head of Financial Institution LATAM, New York has joined as Senior Vice President, Miami

Goldman Sachs

Josh FRYDENBERG, Commonwealth Parliament of Australia, Treasurer of Australia, Melbourne has joined as a Senior Regional Adviser for Asia Pacific, Melbourne

HSBC

Alexander CLASSEN, CEO, Country Head Switzerland, Geneva will leave to join EFG as the Chair of the Board of Directors, Switzerland in September
Stuart KIRK, Global Head of Responsible Investments, Asset Management, London has left
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
Jefferson GANOZA, Executive Director, Lima has left to join BBVA as Managing Director, Private Banking Manager, Lima
Yazeed ALSUBEAEI, Credit Suisse, Director, Dubai has joined as an Executive Director, Geneva
Felipe HERRMANN, Citi Private Bank, Director, Miami has joined as a Private Banker, Miami
Gary LEUNG, Bank of Singapore, Head of Alternative Investments & Managed Solutions, Hong Kong has joined as Head of Retail Alternatives, APAC Client, Asia Pacific, Hong Kong
Torren SZULUK, Morgan Stanley, Senior Vice President, Miami has joined as a Wealth Partner, Miami
Ghadeer YUSUF, Citi, Private Banker, Saudi coverage, Geneva has joined as an Executive Director, Private Banker, GCC coverage, Geneva

Julius Baer

Andrew LEE, Managing Director, Group Head, Southeast Asia, Singapore has been promoted to Vice Chairman, Southeast Asia, Singapore
Ashish GUMASHTA, Managing Director, Chief Executive Officer, Mumbai has been promoted to Executive Chairman, Mumbai
Umang PAPNEJA, IIFL Wealth Management, Executive Director, Mumbai has joined as Chief Executive Officer, India, Mumbai
Iván DARÍO TORO, Representative Officer, Bogota has been promoted to Head of Representative Office Colombia, Bogota
Michael BAECLI, Managing Director, Group Head GIDM Singapore and Market Head India for Singapore, Singapore is relocating to Switzerland
Kunal SUMAYA, Managing Director, Senior Advisor, Market Head, NRI Dubai, Dubai has been promoted to Managing Director, Group Head Global India and Head of Japan Singapore, Singapore
Tarun JALALI, Emirates NBD, Managing Director, Head Global South Asia Business & Africa Private Banking, Dubai has joined as Group Head of Non-Resident India, Dubai
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
Christian CAPPELLI, Managing Director, Emerging Asia, Singapore has changed role to Managing Director, Head of Asia,Switzerland based in Zurich
Varisa LABANUKROM, Siam Commercial Bank, Private Banking has joined SCB Julius Baer as a 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

Lombard Odier

Vincent MAGNENAT, Limited Partner and Chief Executive Officer, Asia, Singapore has been promoted to Global Head of Strategic Alliances and Asia Regional Head
Francis LIU, UBS Wealth Management, Managing Director, Hong Kong has joined as to Chief Executive Officer, Private Clients Asia and Chief Executive Officer, Singapore

Merrill Lynch

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

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
Sebastian KUNST, Deutsche Bank, Senior Relationship Manager UHNWI, Frankfurt has joined as Senior Banker, Frankfurt

Santander

Giorgio LOPES, Team Leader Brazil Market Switzerland, Zurich has been promoted to Managing Director, Team Leader Brazil, Zurich

SHUAA Capital

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

UBP

Karrie FUNG, Heilbronn University of Applied Sciences, Lecturer, Germany has joined as Managing Director, Head of Structured Products, Singapore

UBS

Naureen HASSAN, Federal Reserve Bank of New York, First Vice President & Chief Operating Officer, New York will join as President of UBS Americas and CEO of UBS Americas Holding and a Member of the Executive Board, New York in October
Theresa WONG, Goldman Sachs, Executive Director, Alternative Investments and Manager Selection, Hong Kong has joined as a Hedge Fund Specialist, Greater China Area coverage, Hong Kong
James GODDARD, Client Advisor, London has left to join Artorius as a Client Partner, London, is joined by Helena PRATT, Client Advisor, London who joined as Client Partner, London, and Max DI LIETO who joined as a Client Manager, London
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

Miscellaneous

Hyposwiss:
- Yuval CHERNOV, Andbank, Vice President, Private Banking, Tel Aviv has joined as Senior Private Banker, Tel Aviv
Bergos:
- Jens SCHUTRÜMPF, Managing Director, Zurich has left to join Privatbank as a Director, Senior Relationship Manager, Zurich