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  1. People Moves
June 28, 2013updated 04 Apr 2017 3:06pm

Senior moves June 2013

People moves in the private banking, and wealth management industry in June 2013

By Verdict Staff

Senior moves June 2013
Country Name Moved from Moved to Old position New Position
China Ivan Ching Credit Suisse BNP Paribas Wealth Management Director Managing director for the China Market
France Xavier Bindel JP Morgan JP Morgan M&A banker Head of M&A business for France
France Karine Thierry-Wilkinson Neuflize OBC (ABN AMRO Group) JP Morgan Private banker Senior banker the private banking team
Germany Andrej Brodnik Jupiter Asset Management Jupiter Asset Management Sales manager Sales head for Germany, Austria and Switzerland
Hong Kong Stephen So Société Générale Standard Chartered Private Bank Regional head of structured solutions in private banking Head of investment advisory for North East Asia
Italy Andrea Rossi Axa Assicurazioni AXA Investment Managers CEO CEO
Italy Santo Borsellino Generali Investments Generali Investments Head of equities CEO
Japan Ross Long CLSA Group Nikko Asset Management Group Counsel Chief legal officer
UK Carole Berndt Bank of America Merrill Lynch RBS EMEA Head of transaction banking Global head of transaction services
UK Jamie Douglas JP Morgan Man Group Managing director for foreign exchange and emerging markets CEO for Australia
UK Ruth Markland Standard Chartered Standard Chartered Non-executive director Senior independent director
UK Anu Narula Axa Framlington Mirabaud Asset Management Co-manager of the global opportunities Fund Head of the global equity team
UK Ashley Bacon JP Morgan JP Morgan Deputy risk officer CRO
UK David Morley Lombard Odier Investment Managers Lombard Odier Investment Managers Executive vice president Head of institutional sales for UK and Nordics
UK Robert Kalff Deutsche Bank JP Morgan private bank Head of the private wealth management and corporate finance partnership team Managing director for UHNW private banking
UK Ronan Walsh AIB Bank Coutts Private banking relationship manager Director of Coutts Channel Islands
UK Natasha Landell-Mills USS Investment Management Sarasin & Partners Senior analyst in the investment team Head of environmental, social and governance research
UK Sir Keith Mills Air Miles International Group Signia Wealth Founder CEO
UK Jo Hill FTSE 100 business Butterfield Private Bank n/a Head of marketing
UK Alex Ford Hartmann Quilter Capital Investment manager Investment manager
UK Jonathan Raymond Vestra Wealth Quilter Investment manager Investment manager
UK David Jones HSBC Investec Wealth & Investment Investments and private wealth manager Investment director
UK Richard Goodier HSBC Investec Wealth & Investment HNW portfolio manager Investment director
United Arab Emirates Shayne Nelson Standard Chartered Standard Chartered CEO of Standard Chartered private bank CEO of Emirates NBD
US Drew Demko BNY Mellon BNY Mellon Head of Broker-Dealer services Head of GCS financial institutions and intermediaries
US David Heaton Morgan Stanley Morgan Stanley Banker and specialist in asset management deals Senior relationship manager
US Jonathan Evans MI5 HSBC Director-general Non-executive director
US Dave DeFilippo BNY Mellon BNY Mellon n/a Chief Learning Officer
US

Shannon Kennedy Northern Trust BNY Mellon Wealth Manangement Global director of sales, marketing and portfolio management Regional president for Orange and San Diego
US William P. Murphy Northern Trust HSBC Private bank senior wealth strategist Senior vice president and relationship manager in Miami
US Bill Fortner MetLife Lincoln Financial Network Regional sales vice president for Southern California and Hawaii Managing director with Lincoln Financial Advisors

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