personnel briefing

People Moves

PBI lists the month’s key career developments by the movers and shakers in private banking and wealth management

CountryNameMoved FromOld PositionMoved ToNew Position
UKDoris SommavillaBlu Family OfficePrincipal of alternative assets investmentsStonehage FlemingClient relationship director
USStephanie RuppVeris Wealth PartnersCOOVeris Wealth PartnersCEO
UKCalum BrewsterJulius BaerManaging director and head of regionsBrown ShipleyManaging director
Hong KongRachel LordCitibankGlobal head of corporate equity derivativesBlackRockHead of APAC
Latin AmericaMartin MarronJP MorganCEO of Latin America private bankJP MorganCEO of International Private Bank
FranceValerie BaudsonAmundiCEO of CPR Asset ManagementAmundiDeputy CEO
FranceRoland RottLa Française GroupManaging director of Sustainable Investment ResearchLa Française GroupHead of ESG and Sustainable Investment Research
SwitzerlandDiana BiggsHSBS Private BankGlobal head of innovationValourCEO
JerseyMirek GrunaDominion FiduciaryManaging directorIQEQChief commercial officer
UKJohnny McGlynnBrewin DolphinRegional managing directorBrewin  DolphinHead of Office
UKDan JamesAviva Investors Global head of fixed incomeCharles StanleyHead of asset management
UKSandro PierriBNP Paribas Asset ManagementHead of global client groupBNPP AMDeputy CEO
ZurichEnrico PiottoDeutsche BankHead of lending for wealth management EuropeEFG InternationalChief risk officer
Lichtenstein Roger BarmettlerVP BankHead of group financeVP BankCFO
UKEwan MillarBrooks MacdonaldInvestment directorBrooks Macdonald Head of alternative investment markets
UKNuno MatosHSBCEurope CEOHSBCGlobal head of wealth and personal banking
SwitzerlandMarkus SchawalderLLBHead of private customersMigros BankHead of private customers overall bank
Go to article: Home | How are private banks, new and old, attracting new wealth?Go to article: In this issueGo to article: ContentsGo to article: BriefingGo to article: News in briefGo to article: Wells Fargo sells asset management arm for $2.1bnGo to article: Charles Stanley signs up for BITA ESG ManagerGo to article: Kleinwort Hambros launches its second Emerging Artist PrizeGo to article: Deutsche Bank announces first annual net profit since 2014Go to article: FeaturesGo to article: Newer and more inclusive wealth, does this change strategy?Go to article: How are PMI figures and inflation set to affect the UK?Go to article: Risky Business Go to article: Sustainable methods to attract millennial wealthGo to article: AnalysisGo to article: COVID-19: A multi-channel experience is paramount for retentionGo to article: People MovesGo to article: Is the window closing to capture the cyclical upswing?Go to article: The PBI team