Name

Moved from

Moved to

Old Position

New Position

Edward Jewell-Tait

Caledonia Investments

Credit Suisse

Executive director, head of investment
advisory and distribution

Head of private banking

Farooq Choudhury

Merrill Lynch

Deutsche Bank Private Wealth
Management

Head of Non-Resident Indian (NRI)
Middle East

Head of Non-Resident Indian (NRI)
Middle East

Reinhard Krafft

Jupiter Group (Luxembourg)

Rothschild Private Banking &
Trust

Owner and founder

Chief executive officer

Rebecca Lum

UBS Wealth Management

JP Morgan Private Bank

Managing director for offshore China
business

Market manager for China

Alan Harden

ING Investment Management

BNY Mellon Asset Management

Chief executive officer,
Asia-Pacific

Chief executive officer,
Asia-Pacific

Chris Marquis

HSBC Private Bank

HSBC Private Bank

n/a

Managing director, private wealth
solutions

Gareth Morgan

HSBC Private Bank

HSBC Private Bank

n/a

Global chief risk officer, private
wealth solutions

Mike Buhre

HSBC Private Bank

HSBC Private Bank

n/a

Global chief financial officer,
private wealth solutions

Mark Hucker

Key Trust

Standard Bank Offshore

Managing director

Chief risk officer

Leila Alameddine

Audi Saradar Private Bank

Merrill Lynch Wealth Management

Executive manager for Europe and the
Middle East

Market manager for Levant

Igor Ryabov

Allianz ROSNO Asset Management

UniCredit

Senior executive

Head of private banking in Russia

Tim Knoll

Deutsche Bank

Deutsche Bank

Chief operating officer and business
manager for private wealth management

Head of private wealth management in
Russia

Yelena Loginova

Pioneer Investments

Deutsche Bank

Head of country, Russia

Managing director and head of UHNW
department, Russia

Mark Matthews

Macquarie

Julius Baer

Asia strategist

Head of investment research

Goh Kwang Meng

HSBC Private Bank

Citigroup

Adviser

Director

Goh Siew Leng

Credit Suisse Private Bank

Citigroup

Adviser

Director

Frances Lim

Credit Suisse Private Bank

Citigroup

Investment counselor

Vice-president

Thomas Roiz

Royal Bank of Canada (Suisse)

Barclays Wealth

Head of Latin America

Managing director and market head for
Latin America, IPB EMEA

Gianluca Grissini

Bank Sarasin

Bank Sarasin

n/a

Head of Lugano branch

Urs Emmenegger

Lloyds TSB (Suisse)

Clariden Leu

Director of strategic development for
global private banking

Head of Switzerland and Europe
division

Erich Pfister

n/a

Clariden Leu

n/a

Head of international markets
division

Daniela Lohner

Credit Suisse Trust

Clariden Leu

Head of global sales and advisery,
executive board member

Head of market & wealth
manage-ment division, executive board member

Katia Coudray Cornu

Union Bancaire Privée

Syz & Co

Head of multi-management and manager
selection

Head of SYZ fund research

Alan Mudie

Syz & Co

UBP Private Banking

Head of fund research

Chief investment officer

Shereen Ghobrial

Abu Dhabi Commercial Bank

Merrill Lynch Wealth Management

Regional head of wealth manage-ment
for Abu Dhabi and Al Ain

Regional sales manager

Utku Balik

Emirates NBD Private Banking

Merrill Lynch Wealth Management

Head of business development

Business strategy and initiatives
execution manager

Edmond Carton

Credit Suisse

Julius Baer

Head of the UHNWI segment for Middle
East, India and Turkey

Head for the Middle East and Eastern
Mediterranean

Russell Prior

Charities Aid Foundation

HSBC Private Bank

Executive director of enterprise and
philanthropy development

Head of philanthropy

Simon Jennings

UBS Wealth Management

HSBC Alternative Investments

Co-founder and head of private equity
business

Managing director and head of private
equity

Mark Glover

UBS

Barclays Wealth

Director, assurance business

Director and head of the global
insurance unit at wealth advisory

Danny Dixon

Coutts

Butterfield Private Bank

n/a

Head of private banking

Calum Brewster

Lloyds Banking Group

Barclays Wealth

Head of customer experience and
strategy

Director, Glasgow office

Sue Hayes

Santander

Santander Private Banking

Managing director of business
banking

Managing director, UK &
Offshore

David Wickham

Invesco Asset Management

HSBC Global Asset Management

n/a

Director and senior product
specialist, global emerging market equities

John O’Hara

Franklin Street Partners

Rockefeller Financial

Chief operating officer

Managing director and senior
adviser

Source: PBI