Banking
10 private banking experts
These ten bankers have held private banking roles, most of them leading private banking teams, divisions or regional businesses at their banks. A reader can learn how banks build and run their private banking businesses.
Professionals to explore
01—10Alfonso Castillo
LinkedInExperience: Group CEO of Private Banking · Santander
Group CEO of Private Banking at Santander since 2021, and the profile describes leading Banco Santander's Private Banking division. Head of Banca Privada Internacional at Santander since 2020, CEO Banco Santander International at Santander since 2020, and former Global Head of Private Wealth Segment Grupo Santander (2018–2021).
Anne Bodén Isaksson
LinkedInExperience: Head of Private Banking National Units · Swedbank
Head of Private Banking National Units at Swedbank since 2022, Head of Private Banking Area East at Swedbank since 2022, and former Head of Private Banking region Stockholm at Swedbank (2019–2022). The profile describes long and broad experience from both corporate banking and private banking, lending and asset management.
Debra Tran, CFA
LinkedInExperience: Managing Director & Head of Private Banking Singapore · CIMB BANK BERHAD
Managing Director & Head of Private Banking Singapore at CIMB BANK BERHAD since 2022 and former Head of Private Banking, Singapore at Emirates NBD (2017–2022). Former Director, Investment Advisory, Private Banking at Emirates NBD (2013–2017) and Investment Advisor at HSBC (2009–2013).
Eric Roberts
LinkedInExperience: EVP Head of Private Banking & Residential Lending · Broadway Bank
EVP Head of Private Banking & Residential Lending at Broadway Bank since 2025 and former EVP Head of Private Banking there (2022–2025). The profile says Roberts leads strategy, financial performance and credit governance across the bank's affluent platform as Head of Private Banking. Former Market President Kansas City at BMO U.S. (2017–2022).
Florence Schnydrig Moser
LinkedInExperience: Head Private Banking and Member of the Executive Board · Zürcher Kantonalbank
Head Private Banking and Member of the Executive Board at Zürcher Kantonalbank since 2021, and the profile says Schnydrig Moser has led the Private Banking division of Zürcher Kantonalbank since 2021. Former Designated Head Private Banking at Zürcher Kantonalbank (2021) and CEO at Swisscard AECS GmbH (2018–2020).
Mark Pittsey
LinkedInExperience: Head of Private Banking and Wealth Management · Flagstar Private Bank
Head of Private Banking and Wealth Management at Flagstar Private Bank since 2025. Former Head of Global Private Banking, Americas & Head of Wealth, USA at HSBC (2020–2025), Interim Head, Global Private Banking, Americas at HSBC (2020) and West Coast Market Head Private Bank at HSBC (2010–2020).
Reinhard Mues
LinkedInExperience: Head of Private Banking & Mitglied der Geschäftsleitung, Deutsche Bank Austria Managing Director · Deutsche Bank
Head of Private Banking & Mitglied der Geschäftsleitung, Deutsche Bank Austria Managing Director at Deutsche Bank since 2022. Former Geschäftsleitung Credit Suisse Austria Head of Private Banking Managing Director (2017–2021) and Teamleader Private Banking, Credit Suisse Austria (2007–2017) at Credit Suisse.
Sladjana Andric
LinkedInExperience: Vice President - Senior Private Banker · Fifth Third Private Bank
Vice President - Senior Private Banker at Fifth Third Private Bank since 2017, where the profile describes managing relationships with high-net-worth clients, offering advice-driven financial strategies. Former Officer - Associate Private Banker at Fifth Third Private Bank (2009–2017) and Customer Service Manager at Fifth Third Bank (2007–2009).
Thomas Cummins
LinkedInExperience: Head of Private Banking · UBP - Union Bancaire Privée
Head of Private Banking at UBP - Union Bancaire Privée since 2025. Former Head Of Private Banking Channel Islands (2021–2025), Head of Private Banking Jersey (2017–2021), Team Leader Senior Private Banker (2014–2017) and Director Private Wealth Management (2012–2014) at Kleinwort Hambros.
Víctor Manuel Allende
LinkedInExperience: Head Santander Private Banking Spain · Santander Private Banking
Head Santander Private Banking Spain at Santander Private Banking since 2024. Former Director de banca privada at CaixaBank (2015–2024), Delegado General de Banca Privada en la Delegación Territorial de Barcelona at CaixaBank (2012–2014) and Director de Desarrollo de Negocio de Banca Privada y Premier at CaixaBank (2008–2012).
Choose the right perspective
Match the person's level and market to your question, since a head of a national or group private banking division sees strategy and economics, while a senior private banker sees day-to-day client relationships. Also consider the country and client segment the person served, because private banking for ultra-high-net-worth clients in Switzerland runs differently from affluent banking at a regional US bank.
Questions to take into the conversation
- 01How do you decide which client segments a private bank should serve, and what service model fits each?
- 02How do you balance lending, deposits and investment products in a private banking relationship?
- 03How do you recruit, organize and measure private bankers so that client relationships stay with the bank?
Reaching private banking experts
How can I contact one of these private banking experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Santander, Swedbank and CIMB BANK BERHAD, based on profile data retrieved on October 4, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach private banking experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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