PBI lists the month’s key career developments by the movers and shakers in private banking and wealth management.
Country |
Name |
Moved from |
Moved to |
Old position |
New position |
| UK | Alan Matthewson | Santander UK | Brown Shipley | Managing director of wealth management and private banking | CEO |
| USA | Michelle Grundmann | JP Morgan | State Street | Head of investor services for Germany, Austria and Switzerland | Global services head for continental and southern Europe |
| USA | Kristine Garrett | CIBC US | Fifth Third Bancorp | President of private wealth CIBC | National head and senior vice presiident |
| Canada | Darryl White | Bank of Montrel | Bank of Montreal | COO | CEO |
| UK | Kevin Doran | Brown Shipley | AJ Bell | CIO | CIO and managing director |
| Sweden | Henrik Jonsson | Fidelity International | Schroders | Head of institutional sales | Head of Nordic region |
| UK | Claire-Marie Cornford | Mishcon de Reya | Irwin Mitchell Private Wealth | Managing associate (solicitor) | Partner |
| UK | James Laycock | Gordons LLP | Irwin Mitchell Private Wealth | Partner | Partner |
| UK | Annamarie Koerling | C. Hoare & Co | Owl Private Office | Head of wealth management | Partner |
| UAE | Marwan Hadi | HSBC | HSBC | Head of network, RBWM, UAE | Head of retail banking and wealth management in UAE |
| USA | Steven Kochie | Wilmington Trust | WSFS | Vice president and private banking relationship manager | Senior vice president and director of client wealth management |
| USA | Claudine Welti | Bank of America | BNY Mellon | Senior vice president and private client adviser | Senior wealth director in New York |
| USA | Manuel Cabielles | WE Family Offices | Fiduciary Trust Company International | Adviser and relationship manager | Managing director and business development officer |
| UK | Mike Marsham | BlackRock | Investec Wealth & Investment | Head of family offices, charities and endowment clients | Head of charities |
| Netherlands | Sara Jonker-Douwes | Link Group | Intertrust | CEO of corporate services of continental europe and managing director of Netherlands | Managing director of Netherlands business |
| Liechtenstein | Urs Monstein | Julius Baer | VP Bank | Global head IT/ chief information officer | COO and member of the group executive management |
| USA | Amy McClure | Crenshaw, Ware & Martin | Signature Family Wealth Advisors | Attorney | Compliance director |
| UK | Martha Fee | Northern Trust | Northern Trust | Senior vice president | COO for EMEA & APAC business, senior vice president |
| Japan | John Howland-Jackson | Nikko Asset Management | Nikko Asset Management | Chairman | Chairman and CEO of EMEA business |
| UK | Lorenzo Garcia | Blackrock Investment Management | Columbia Threadneedle Investments | Head of EMEA institutional and retail portfolio management, ETF, and Index Investments | Head of EMEA client investment solutions |
| USA | Carl Pappo | Columbia Threadneedle Investments | Allianz Global Investors | Head of core fixed income and lead portfolio manager | CIO |
| USA | Frank Salem | Columbia Threadneedle Investments | Allianz Global Investors | N/A | Senior portfolio manager, Fixed income |
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