PBI lists February’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 |
| France | Bastian Charpentier | CACEIS Deutschland | CEO | Indosuez Wealth Management | Deputy CEO |
| UK | Miles O’Connor | Unigestion (UK) | Chair, non-executive director | State Street Global Advisors | Head – institutional, EMEA |
| USA | Diane Swonk | DS Economics | N/A | Grant Thornton | Chief economist |
| South Korea | Tae Jong Um | MSCI Korea | MD and head, South Korea | State Street Global Advisors | Head – South Korea business |
| USA | Joseph Carrabes | Jennison Associates | MD and head – institutional sales and client services | Amundi Pioneer | Senior MD and head – institutional distribution, North America |
| Switzerland | Christian Flemming | Banco BTG Pactual | COO – investment banking unit | EFG International | COO |
| Switzerland | Mark Bagnall | EFG International | COO | EFG International | Head – global IT functions |
| N/A | Michael Gibb | Martin Currie Investment Management | Co-head – global wealth management distribution | Fidelity International | Head – stewardship and sustainable investing |
| Luxembourg | Patricia Kaveh | Henderson Global Investors France | In charge of fund distribution – France, Monaco and Geneva | Banque de Luxembourg Investments | Head – distribution |
| Luxembourg | Cédric Lenoble | Banque de Luxembourg | Head – projects and change management | Banque de Luxembourg Investments | COO |
| UK | Calum Brewster | Barclays Wealth & Investment Management | MD – Scotland, Northern Ireland, North of England | Julius Baer International | MD, head – UK regional offices |
| USA | Adam Gross | Citigroup Private Banking | MD and head – cross-asset investment sales team, Americas | HSBC Private Banking | Head – investment counsellor and product specialist groups, Americas |
| Germany | Dirk Schmitz | Deutsche Bank | Head – global markets | Blackrock | Head – Germany, Austria and Eastern Europe business |
| Spain | Gonzalo Milans del Bosch | Banco Santander | Responsible for investment division | Santander Asset Management | Global CIO |
| USA | Darek Wojnar | Hartford Funds | Head – exchange-traded funds | Northern Trust Asset Management | Head – funds and managed accounts |
| USA | Mike Stritch | BMO Wealth Management | Senior VP and national head – investments | BMO Wealth Management | CIO. Also continuing as senior VP and national head – investments |
| China | Zeth Hung | Credit Suisse | Head – investment banking and capital markets, greater China | Credit Suisse | Co-head – Asia-Pacific investment banking and capital markets |
| China | Carsten Stoehr | Credit Suisse | Head – Asia-Pacific financing group, and chair – Credit Suisse Hong Kong and Credit Suisse Hong Kong Securities | Credit Suisse | CEO – Greater China. Also continuing as head – Asia-Pacific financing group, and chair – Credit Suisse Hong Kong and Credit Suisse Hong Kong Securities |
| USA | Kris Chester | Wells Fargo Bank | Executive VP and head – treasury management implementation and delivery | Kestra Financial | COO |
| Switzerland | Cristine Novakovic | UBS | Head – investment banking and corporate customer arm | UBS | Head – wealth management, Europe, Middle East and Africa |
| Brazil | Sylvia Coutinho | UBS Brazil | Chair | UBS | Head – wealth management, Latin America |
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