Country

 

Name

Moved from

Moved to

 

Old Position

 

New Position

Canada

Rob McGavin

n/a

Bank of Nova Scotia

n/a

Director of strategy and business
planning, Scotia private client group

Hong Kong

Andrew Turczyniak

RBC Capital Markets

RBC Wealth Management

Chief executive officer, Hong Kong

Head of wealth management, Asia

Hong Kong

Bassam Salem

EFG Bank (Singapore)

Citi Private Bank (Asia Pacific)

n/a

Chief executive officer

Hong Kong

Andrew Turczyniak

RBC Capital Markets

RBC Wealth Management

Chief executive, Hong Kong

Head of Asia

India

Rahul Gupta

Shinsei Bank (Japan)

Ambit Holdings

Senior managing executive officer and
chief financial officer

Group deputy chief executive
officer

India

Puneet Periwal

Anand Rathi

RBS Private Banking

Director, portfolio management and
investments

Market head, West

n/a

Rory Gilbert

Barclays Wealth

Barclays Wealth

Managing director and head of HNW
business, UK & Ireland

Head of private banking, MENA

Russia

Evgeny Timofeev

Salans

Goltsblat BLP

Partner and co-head of global tax
practice

Partner and head of Russian/CIS tax
practice

Russia

Vagan Amichba

Troika Dialog

Renaissance Advisors

Head of wealth management

Managing director and senior financial
adviser

Singapore

Li Li Seah

RBS Coutts Asia

RBC Wealth Management

Regional head of credit risk

Vice president, group risk
management

Singapore

Leslie Glass

ABN AMRO

RBC Wealth Management

n/a

Head of human resources, emerging
markets business

Singapore

Samir Dewan

ABN AMRO Private Banking

RBC Wealth Management

Regional chief financial officer and
chief operating officer, Asia

Chief operating officer and head of
business development

Singapore

Hans Diederen

ABN AMRO

Bank of America Merrill Lynch

Chief executive, Asia private
banking

Managing director, head of Southeast
Asia advisory

Singapore

Anne Luke

UBS

Barclays Wealth

n/a

Managing director and head of client
solutions, Asia

Spain

Antonio Viana-Baptista

n/a

Credit Suisse

Non-executive director

Chief executive officer, Iberia

Switzerland

Nigel Putt

Lloyds TSB Private Banking

Lloyds TSB Private Banking

Head of Middle East

Ultra-high net worth director

Switzerland

Marco Strimer

SIX x-clear

Bank Sarasin & Co

Chief executive officer

Head of operations

Switzerland

Marco Bartolucci

Clariden Leu

Clariden Leu

Head of structured products

Head of investment products

Switzerland

Hans-Ulrich Meister

Credit Suisse

Credit Suisse

Chief executive, Switzerland

Global private banking chief
executive

Switzerland

Guy Healey

n/a

Lloyds TSB Private Banking

n/a

International wealth change &
transformation director

Switzerland

Russell Galley

n/a

Lloyds TSB Private Banking

n/a

Managing director, International
Wealth

UK

Katharine Brace

Barclays Wealth

HSBC Private Bank

Vice president to sports, media and
entertainment team

Associate director, media and
entertainment team

UK

Marianne Kafena

Lombard Odier (London)

Kleinwort Benson

Senior wealth planner

Head of strategic wealth planning

UK

Michael Hall

Morgan Stanley

Deutsche Bank Private Wealth
Management

Chief operating officer of wealth
management, EMEA

Chief operating officer

UK

Amilcare Police

HSBC

Merrill Lynch Wealth Management

EMEA head of equity derivatives sales,
multi-asset third party distribution sales

Head of EMEA, credit and banking

UK

Martin Heale

Kleinwort Benson

RBC Wealth Management (UK)

Head of private wealth management and
client proposition, UK and Channel Islands

Head of Americas

UK

Cara Williams

Mercer

Mercer

Global chief operating officer,
investment consulting

Global head of wealth management
consulting

UK

Jeremy Rance

Ashcourt Rowan

Ashcourt Rowan

Chief operating officer

Executive director

UK

Kieron Launder

Rothschild Private Management

Schroder Private Banking

Chief investment strategist, head of
strategic advisory solutions

Management committee member

US

Philip Chew

BlackRock Solutions

Lombard Odier Investment Managers

Managing director

Head of risk, operations and IT

US

Robert Laughlin

Neuberger Berman

Citi Private Bank

Chairman and president of Neuberger
Berman Trust Company

Head of Citi Trust, North America

US

Sally Rubin

Frontier Capital Management

BNY Mellon Wealth Management

Vice president and equity partner

Director of investments, charitable
gift services

US

Barbara Reinhard

Oppenheimer Funds

Credit Suisse

Senior vice president, head of
investment communications

Managing director, chief investment
strategist, Americas

USA

Alex Kramer

Credit Suisse Securities (USA)

Johnson Bank Wealth Management

Vice president, private banking

Senior vice president, wealth
management sales

USA

Jeffery Moy

Liberty Mutual Investment Advisors

Rockefeller Financial

Senior managing director

Head of private equity

US

Thomas Anderson

State Street Global Advisors

Boston Private Bank & Trust

Vice president, global head of ETF
strategy & research

Head of private equity

Source: PBI