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