Wealth Management & Private Banking: Market Overview Q3 2020

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.

Alvarium	EMEA 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	EMEA Lydia Brook, LGT Vestra Private Office, London, has joined as Investment Manager in London
Atlantis Marcuard	EMEA Pedro Pereira da Silva, Banque Havilland, Executive Director, Senior Private Banker, London, has joined as Managing Director in Zurich
Azura	EMEA Mark Diab, former CEO of Man Investments Middle East, has joined as Partner, Proprietary Investments, London APAC Trevor Lau, UBS, Managing Director, Singapore, has joined as Chief Executive Officer in Singapore
Bank of America	AMERICAS Daniel Rodriguez, Financial Advisor, Jacksonville (FL), has left to join Snowden Lane Partners
Bank of Asia	GLOBAL 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	EMEA 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	EMEA George Falkner, Head of Multi Family Offices and EAMs Switzerland, Zurich, has left to join Bellevue Zurich Advisory
BNY Mellon	GLOBAL 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 AMERICAS Greg Teegen, JP Morgan Private Bank, Executive Director, Chicago (IL), has joined as Senior Client Strategist in Chicago
Bellecapital	EMEA 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.