10/02/2025
LGT Wealth Management co-founder and CEO Ben Snee to depart
Heinrich Henckel will succeed Ben Snee and is expected to remain in post for two to three years while a more permanent succesor is sought.
Executive Moves
10/02/2025
Citi Reincorporates Ramón Pacios as Wealth Group Executive
According to the post on the professional social network, Pacios, with more than 32 years of experience in the industry, “is a proven leader who has led national and international teams”
10/02/2025
Citi poaches BofA banker for vice chair of tech investment banking
Ric Spencer was global co-head of technology investment banking in BofA.
10/02/2025
Neue Bank welcomes ex-big bank relationship managers
The private bank has recruited senior relationship manager Harald Mitschnigg alongside his junior counterpart Nazmie Fejza.
10/02/2025
Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager
She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional and an analyst.
10/02/2025
Bellevue Strengthens Asia-Pacific Presence With Senior Appointment
Bellevue Asset Management has appointed Diya Lowe as Head of Distribution Asia Pacific, underscoring the firm’s ambitions to accelerate growth in the region.
10/02/2025
LGT recruits ex-UBS bankers for new team in Geneva
LGT has recruited a five-person team to cover the Portuguese market, including ex-UBS bankers Ricardo Dias Afonso and Joao Correia.
10/02/2025
Boston Consulting Group appoints Benjamin Morach as Head of Switzerland
He has extensive experience guiding financial investors through all stages of the investment lifecycle
10/02/2025
EFG Strengthens South Asia Team with Senior Hires in Singapore
Batra has over 20 years of wealth management experience
10/02/2025
Barclays Adds Four Veterans to Private Bank in Singapore
Aside from the front office, the bank has also appointed Jerome Idres as head of investment services platform
10/01/2025
FAB Private Banking names new SG head
The Abu Dhabi bank has a new Singapore-based private banking head, following the departure of its previous Asia chief.
10/01/2025
Mirabaud appoints new Middle East CEO
The Swiss banking group is refreshing its regional leadership to expand its footprint in the Middle East and capture untapped sources of wealth.
10/01/2025
Neill Blanks appointed CEO of MainStreet Partners, succeeding the founder Rodolfo Fracassi
The Board and the entire team extend their deep gratitude to Rodolfo
10/01/2025
US Bank appoints new president of Affluent Wealth Management
In the new capacity, Jodi Rolland will also serve as CEO for USBI and USBA.
10/01/2025
Raymond James makes two senior hires within wealth management division
The appointments of Chris Cahill and Ben Camp-Bell bring new senior leadership and additional strategic vision as Raymond James further strengthens its wealth management capabilities in the UK.
10/01/2025
James Roberts to head wealth manager Blevins Franks in its fiftieth year
Roberts becomes only the third leader of the business as it celebrates its fiftieth anniversary
10/01/2025
Citi strengthens Swiss financial institutions team
Employee of 13 years Denisa Dumitrescu has joined the financial institutions group (FIG) within Citi’s Corporate Bank in Switzerland.
10/01/2025
UBS Taps Singapore Veteran to Lead Middle East Wealth Push
He will report to Niels Zilkens, Head Wealth Management Middle East
09/30/2025
Withers appoints a new CEO Ceri Vokes
Ceri will continue to practice as a tax lawyer in addition to her role as CEO.
09/30/2025
Crédit Agricole CIB Appoints Natacha Gallou to Head the Americas
The position is effective October 1, 2025.