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Summary Of Wealth Management Executive Moves - July 2016

, 10 August 2016


July proved to be a busy month for moves in regions such as Asia, with a number of big-brand banks seeing senior figures arrive and move on.

Akina, an advisor to European private equity vehicles, promoted four of its team to the status of partner. These new partners are Natalia Sigrist, Dr Christian Böhler, Francesco Aldorisio and Viktor Speckinger.

Sigrist joined the firm in 2006. She is in charge of Akina’s Euro Choice programmes, in particular, the primary fund investment activity. Additionally, she is responsible for fund investments in the Central and Eastern European region (CEE) and the Nordics as well as the UK and Ireland.

Dr Böhler joined the firm in 2005. He is in charge of Akina’s secondary programmes. In addition, he is responsible for fund investments in Germany, Switzerland and Austria.

Aldorisio joined the firm in 2007. He is in charge of Akina’s co-investment programmes. Moreover, he is responsible for fund investments in Italy.

Speckinger joined the firm in 2005. His is responsible for sourcing and executing direct investments in Europe. Moreover, he is in charge of fund investments on the Iberian Peninsula and France.

Tobias Unger, the chief operating officer and deputy chief executive of Falcon Private Bank, joined Avaloq as CEO of Avaloq Sourcing in Switzerland and Liechtenstein. Unger has been COO and deputy CEO at Zurich-based Falcon Private Bank. There, he oversaw outsourcing of core banking IT and back office to Avaloq. Previously, he was an investment banker at UBS and Merrill Lynch. In his new role, Unger succeeded Markus Gröninger, who has led Avaloq's largest BPO centre in Switzerland since 2010 and joined the group executive board.

The Swiss Bankers Association elected the chairman of Zurich-listed Vontobel, Herbert Scheidt, as the chairman of its board of directors. He took the reins from Patrick Odier.

Banque Cantonale Vaudoise, the cantonal Swiss bank, appointed Christian Meixenberger to its executive board as head of the business support division. Meixenberger has expertise in banking technology and back-office operations and has been a member of the board and head of the services division of Banque Cantonale de Fribourg. He replaced Aimé Achard, who has held the position since 2006,  was retiring at the end of the year.

Julius Baer expanded in the Swiss capital of Berne and added a new head and team of 10 specialists. Jean-Claude Mariéthod and the team joined Julius Baer from Valiant Bank. For the past seven years, Mariéthod has served in various executive functions, such as deputy chief executive and a member of the executive board of Valiant's private bank. He became head of private banking and investment at Valiant Bank in 2012, and head of wealth advisory clients in 2015.

He took the helm from Patrick Héritier (starting January 2017) and additionally assumed the function of market head, “Swiss locations”, encompassing the smaller Swiss locations, as of April next year. Héritier took on a new challenge within the bank, in a senior management function.

Julius Baer also appointed Yassine Ben Hamida as market head of Geneva. He took over from Gabriele Odone, who remained at the bank in a senior management function. Hamida has worked for Credit Suisse for the past seven years, most recently in the role of head of coverage in emerging markets for financial institutions and transaction banking. Odone has worked for Julius Baer since 2010, holding various executive positions in the region.

The Lucerne location, meanwhile, acquired new leadership: Gieri Giger became head of Lucerne. Giger has led the Zug branch of Bank Julius Baer for the past nine years.

EFG International unveiled its new executive committee and management structure: members are Joachim H. Straehle, CEO; Giorgio Pradelli, deputy CEO & chief financial officer; Mark Bagnall, head of IT & operations; Albert Chiu, head of Asia region; Renato Cohn, head of investment solutions;  Anthony Cooke-Yarborough, head of UK region; Peter Fischer, head of strategy;  Reto Kunz, chief risk officer; Adrian Kyriazi, head of Romandie & Continental Europe Region; Maurizio Moranzoni, head of global markets; Gérald Robert, head of Latin America; Renato Santi, head of Central Switzerland, Ticino & Italy Region; Sixto Campano, head of Americas region.


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