personnel briefing
People Moves
PBI lists the month’s key career developments by the movers and shakers in private banking and wealth management
| Country | Name | Moved From | Old Position | Moved To | New Position |
| UK | Doris Sommavilla | Blu Family Office | Principal of alternative assets investments | Stonehage Fleming | Client relationship director |
| US | Stephanie Rupp | Veris Wealth Partners | COO | Veris Wealth Partners | CEO |
| UK | Calum Brewster | Julius Baer | Managing director and head of regions | Brown Shipley | Managing director |
| Hong Kong | Rachel Lord | Citibank | Global head of corporate equity derivatives | BlackRock | Head of APAC |
| Latin America | Martin Marron | JP Morgan | CEO of Latin America private bank | JP Morgan | CEO of International Private Bank |
| France | Valerie Baudson | Amundi | CEO of CPR Asset Management | Amundi | Deputy CEO |
| France | Roland Rott | La Française Group | Managing director of Sustainable Investment Research | La Française Group | Head of ESG and Sustainable Investment Research |
| Switzerland | Diana Biggs | HSBS Private Bank | Global head of innovation | Valour | CEO |
| Jersey | Mirek Gruna | Dominion Fiduciary | Managing director | IQEQ | Chief commercial officer |
| UK | Johnny McGlynn | Brewin Dolphin | Regional managing director | Brewin Dolphin | Head of Office |
| UK | Dan James | Aviva Investors | Global head of fixed income | Charles Stanley | Head of asset management |
| UK | Sandro Pierri | BNP Paribas Asset Management | Head of global client group | BNPP AM | Deputy CEO |
| Zurich | Enrico Piotto | Deutsche Bank | Head of lending for wealth management Europe | EFG International | Chief risk officer |
| Lichtenstein | Roger Barmettler | VP Bank | Head of group finance | VP Bank | CFO |
| UK | Ewan Millar | Brooks Macdonald | Investment director | Brooks Macdonald | Head of alternative investment markets |
| UK | Nuno Matos | HSBC | Europe CEO | HSBC | Global head of wealth and personal banking |
| Switzerland | Markus Schawalder | LLB | Head of private customers | Migros Bank | Head of private customers overall bank |