Gerard AquilinaPartner at Cone Marshall
Gerard has had a successful 43 year career spanning law, investment banking and wealth management.
He is the Monaco Representative of Cone Marshall, an international law firm and fiduciary services provider with offices in 10 countries which specializes in succession planning, asset protection and pre-immigration planning.
Gerard has held senior management positions at the global level at UBS, Barclays, HSBC and Merrill Lynch. His positions have included:
-Vice Chairman, Global Emerging Markets at UBS, where he oversaw the bank’s relationships with key clients
-Vice Chairman (and before that Head of) Europe, Middle East, Africa, and the Americas at Barclays Wealth
-CEO HSBC Private Bank for Canada, the US and Latin America
-CEO Merrill Lynch International Trusts & Generational Planning
-Country Head Merrill Lynch International Private Client Brazil
Prior to his private banking positions, Gerard was a lawyer in California, London, Saudi Arabia and Greece then entered investment banking in London with First Chicago Ltd.
Gerard is also an accreditor international mediator, family governance advisor and Next Generation trainer on family offices, succession planning and philanthropy.
Gerard holds an LLM from the University of London, a Juris Doctor from the American University in Washington, D.C., and a BA in International Relations from Columbia University, NY.
He is a citizen of Canada and Malta, is conversant in six languages and has lived in Lebanon, Iran, Saudi Arabia, Greece, the UK, the US, Brazil and Uruguay.
Global Wealth management CEOs: Rebuilding the engine room for HNW investment management, 11:30View Session