Analysis of the latest industry trends, strategy updates of banks and wealth managers, and taking a close look at key people moves over the third quarter of 2020.

By Giovanni Donati



Nicholas Lofberg, Pictet, UK Co-Head Nordics, London, has joined as Partner in London
Tomas Gorgulho, Pictet, Head of Investment Specialists UK, London, has joined as Partner in London

Arbuthnot Latham

Lydia Brook, LGT Vestra Private Office, London, has joined as Investment Manager in London

Atlantis Marcuard

Pedro Pereira da Silva, Banque Havilland, Executive Director, Senior Private Banker, London, has joined as Managing Director in Zurich


Mark Diab, former CEO of Man Investments Middle East, has joined as Partner, Proprietary Investments, London
Trevor Lau, UBS, Managing Director, Singapore, has joined as Chief Executive Officer in Singapore

Bank of America

Daniel Rodriguez, Financial Advisor, Jacksonville (FL), has left to join Snowden Lane Partners

Bank of Asia

Lisa Lou, State Street, Senior Managing Director, China President & Beijing Branch Manager, has joined as
President, based in Tortola (British Virgin Islands)

Barclays Private Bank

Jean-Christophe Gerard, Chief Executive of Barclays Monaco and Head of Private Banking Europe, has been
appointed Chief Executive Officer of Barclays Private Bank, based in London

BNP Paribus Wealth Management

George Falkner,
Head of Multi Family Offices and EAMs Switzerland, Zurich, has left to join Bellevue Zurich

BNY Mellon

Hanneke Smits, Newton Investment Management, Chief Executive Officer, London, has been appointed Chief Executive
Officer of BNY Mellon Investment Management, replacing Mitchell Harris who is retiring
Catherine Keating will continue in her role as Chief Executive Officer of BNY Mellon Wealth Management, based in
New York
Greg Teegen, JP Morgan Private Bank, Executive Director, Chicago (IL), has joined as Senior Client Strategist in


Corin George,
Deutsche Bank Wealth Management, Director, London, has joined as Managing Partner in London
Paola Matulli, Barclays Private Bank, Director, Key Clients & Family Offices, London, has joined as Executive
Director in London



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 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.

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