Wealth Management & Private Banking: Market Overview Q2 2020

Our Q2 report provides the latest updates on COVID-19 impacts and other key trends in wealth management.

1875 Finance	EMEA Alain Held, Pictet Wealth Management, Executive Vice President, Head of Central & Eastern Europe, Zurich, has joined as Managing Director in Zurich
Adam & Co	EMEA Andy Hall, Barclays Wealth, Director, Glasgow, has joined as Director, Financial Planning, in Glasgow
Alvarium	EMEA Nancy Curtain, Close Brothers, Chief Investment Officer & Head of Investments, London, has joined as Partner, Group CIO and Head of Investment Advisory, London
Bank Am Bellevue	EMEA Christian Zenker, Head of Client Relationships, Zurich, has left to join investment management firm Corecam as a Partner in Zurich
Bank of America	AMERICAS Daniel Rodriguez, Financial Advisor, Jacksonville (FL), has left to join Snowden Lane Partners
Bank of East Asia	APAC Henry Pang, Head of Wealth Management Division, Hong Kong, is leaving
Bank of Singapore	GLOBAL Lim Leong Guan, UBS, Asia-Pacific Head of Wealth Planning and Singapore Head of Investment Products and Services, has joined as Global Head of Products replacing Marc van de Walle who left to Standard Chartered
	EMEA Amir Anwar, Executive Director, Head of FX Advisory, Dubai, has left
	APAC Dennis Hong, OCBC Securities Private, Managing Director & Executive Board Member, Singapore, has moved across to Bank of Singapore as Managing Director, Market Head Greater China & North Asia, Singapore. Patrick Saurini, Managing Director, Global Families and Private Investment Offices, Singapore, has left to join SMBC Private Wealth in Singapore
Banque Internationale À Luxembourg	EMEA Eric Benischke, Managing Director, Head of Russia & CIS, Luxembourg, has left
	APAC Hanzhi Ding, Huatai International, Chief Strategist, Head of Business Development and Head of Investment Research, Hong Kong, is joining as CEO Hong Kong, succeeding Betty Tsui who is moving to a Vice Chairman role For a complete list of key movements in over 100 wealth management and private banking institutions across EMEA, Asia Pacific and Americas, please get in touch with Rahul Sen or Giovanni Donati.

*DISCLAIMER: The above information is collected from both official and unofficial sources to provide our contacts with timely updates. Although we strive to check each data point, updates could contain a slight margin of error.