Private Banking Press Release
Credit Suisse adds five to UK Domestic team
Alistair Conner joined earlier in the year as Chief Operating Officer (COO) for the legal entity Credit Suisse UK, as well as the UK Market Area. A Managing Director, Alistair was previously COO of UBS Wealth Management UK, where he had worked since 2006 in a number of senior roles, including Chief of Staff and Head of Business and Sales Management. Before joining UBS, Alistair ran a number of programs within RBS Group, following a distinguished 13-year career with the Royal Air Force. Alistair will report into Christian Berchem, CEO of Credit Suisse UK.
Helen McDonald joins Credit Suisse in July as a Director in the UHNW team and UK Head of Foundations and Impact Advisory Services. Helen will have dual roles between UK Domestic, focused on developing the coverage of Charity and Foundation clients, and working with Marisa Drew, CEO of the Impact Advisory and Finance (IAF) department and her team to develop the IAF proposition for the International Wealth Management (IWM) platform in the UK.
Helen also joins the bank from UBS Wealth Management, where she was most recently Head of Charities, Foundations and Social Investing. Prior to UBS, Helen worked at Goldman Sachs Asset Management in London and Paris, before becoming a member of the Investment Committee of Trinity College Oxford. She has also worked at SG Warburg Securities and Kleinwort Benson Investment Management.
In terms of Relationship Managers, David Fagan, Director, Brad Werner, Vice-President, and James Houstoun, Vice President, also join from UBS Wealth Management this month. The three worked together on building out the UK Resident Non-Dom (RND) business at UBS, and at Credit Suisse will primarily focus on RND and financial services professionals in the Private Equity and Hedge Fund Industries.
David had previously been at UBS Investment Bank before moving to the Wealth Management division as a client advisor in 2012. Brad has worked in the industry for 12 years, starting at UBS in Melbourne in 2007. He left UBS in 2013 to establish a boutique wealth management firm in Australia, but returned to UBS upon moving to the UK in 2016. James has spent the last eight and a half years at UBS, having joined as a graduate.
Commenting on the hires, Christian Berchem, CEO of Credit Suisse UK, said:
"I am delighted to welcome these new joiners to Credit Suisse UK. These appointments continue to position us to accelerate our growth momentum while demonstrating the strength of our franchise to attract top talent from the Private Bank and Wealth Management industry. Our focus on meeting client needs remains the highest priority and I believe adding top talent to our team further enhances our ability to do this. I am thrilled with the broad expertise our new joiners bring with them and look forward to building on areas that are of strategic importance to Credit Suisse, such as Impact Advisory."