WealthBriefing - Private Banking News and Wealth Management News and Features

8th September 2010

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08th September 2000 to 08th September 2010

November 2, 2009 - Executive Moves - October 2009

UK Robin Budenberg has been named the new chief executive of UK Financial Investments, the government agency in charge of the holdings in bailed-out British banks. He joins from UBS, where he is currently responsible for senior UK client relationships. He is replacing John Kingman as UKFI head.
October 7, 2009 - Standard Chartered Hires Former UBS Middle East Specialist

Sarah Woolfenden, a former UBS private banker specialising in Middle Eastern clients, has joined Standard Chartered Private Bank, WealthBriefing understands from sources familiar with the matter. Ms Woolfenden’s departure from the Swiss banking giant’s London desk was exclusively revealed by this publication yesterday, and at that time details of her next role had yet to emerge. Standard Chartered Private Bank’s aggressive recruitment campaign would seem to be continuing unabated, with the firm last week confirming the appointment of Anthony Rawlinson as head of private.
October 5, 2009 - People Moves: September 2009

North America Sallie Krawcheck, the incoming wealth management head at Bank of America, unveiled her new leadership team. The line-up includes eight executives from the former Merrill Lynch, two from BoA and a new hire from Citigroup as her direct reports. Ms Krawcheck put former Merrill executive Lyle LaMothe in charge of the bank’s US brokerage force.
October 5, 2009 - Lloyds TSB Hires Ex-Merrill Private Banker

Lloyds TSB Private Banking has appointed Michelle d’Ancona as regional director Europe Middle East and Asia and Value Segment director. Ms d’Ancona joins from Merrill Lynch Banque Suisse where she was Europe regional head and market leader for Switzerland. In that post she was responsible for developing the European and Swiss onshore markets.
October 2, 2009 - Standard Chartered Private Bank Appoints Ex-Merrill Man As Regional Wealth Head

Standard Chartered Private Bank has confirmed the appointment of Anthony Rawlinson as head of private banking and office manager in Abu Dhabi. Mr Rawlinson joins from Merrill Lynch Banque Suisse in Dubai, where it is believed he was a vice president. Standard Chartered has announced aggressive recruitment ambitions recently: the firm intends to hire 100 extra client relationship managers over the next 12 months as part of plans for an ongoing global expansion.
October 3, 2006 - Merrill Appoints LatAm Specialist for Switzerland

Merrill Lynch Banque Suisse in Geneva has appointed Armando Estua Belaunzaran as a financial advisor to concentrate on Mexico. Mr Estua Belaunzaran joins from Citigold in London where he managed a team dealing with affluent clients. He joins Merrill in mid-November and will report to Maurichio Sanchez, head of Latin America.

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