People Moves
Julius Baer Makes Raft Of Central, South Americas Hires
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The appointees have connections to the Americas, such as Brazil. It highlights the transatlantic nature of the private bank's business model.
Swiss private bank Julius Baer has made
several appointments for its business serving clients in the
Americas, such as Brazil.
Lucas Rizzi is joining in October as chief operations and
chief technology officer. Rizzi previously worked at Itaú Private
Bank where he was head of customer digital experience.
Greice Rabelo joined the bank in September as senior relationship
manager. Rabelo previously worked at BNP Paribas where she was
head of Belo Horizonte’s private banking business.
Antonio Monteiro, previously responsible for single and
multi-family offices at ASA Investments, joined in September as a
senior RM.
Laura Drummond Correa, who was previously at XP
Investimentos, and Kevin Liu, who previously worked at
Messem Investimentos, are joining Julius Baer in
October as RMs.
“These appointments are a further step toward expanding and
growing the business successfully in the Americas. They also
underscore our commitment to continuously invest in the
advancement of the different teams in our diverse region,”
Beatriz Sanchez, head of region Americas, said.
Mexico, Hispanic Americas
In sub-region Mexico and Hispanic Americas, a new team of RMs
will be joining Julius Baer in October to strengthen its
Mexico desk in Zurich:
Miguel Caballero is joining as team head, reporting to Marc
Furler, market head for Mexico. Cabellero was formerly team
leader of the Mexican desk at BBVA.
Martín Giménez Pina is is joining as senior relationship
manager. He was previously a senior RM at BBVA covering Mexico
and other markets in South America.
Carlos Fernández, who was previously at BBVA, is
joining Julius Baer as an RM. Fernando Caro Sierra is
also joining as assistant RM from BBVA where he was an
account manager.
To support the local business, senior relationship manager James Armstrong relocated to Uruguay from Zurich, and Virginia Meharu was hired as an assistant RM.