Managers of Wealth

JP Morgan hires ex-UBS banker in Geneva

Juan Arana follows several other recent private banking appointments at JP Morgan in Geneva.

Germann Wiggli is the new Chairman of the Board of Directors of Bank WIR

Germann Wiggli was elected as the new Chairman, succeeding Marc Reimann.

Schroders value manager Andy Evans exits

Evans is leaving the £12bn global value team for 'personal reasons'.

Deutsche Bank Brings Back Former Executive to Lead UAE Business

His role as Deutsche’s chief country officer for the UAE

Jupiter's new European team joins from Gam

The two funds have consistently ranked in the top quartile across most time periods.

Citi Australia and New Zealand appoints John McLean as Head of Equity Capital Markets and Global Asset Managers

John will relocate from Singapore to Sydney.

Ex-UBS family office boss joins advisory firm

The Swiss private bank's recently departed global co-head of family advisory has resurfaced.

UBS GWM revamps SEA advisory and sales team

The bank has consolidated oversight of advisory and sales under a single head.

Pictet Wealth Management appoints HR head

Natalia van Endert Mensdorff-Pouilly has joined from Mirabaud as the head of HR for Pictet Wealth Management.

Suisse stalwart to head business transformation

The pure-play private bank has hired Christoph Nickl, who worked at UBS and Credit Suisse, as it tries to optimise its operating model to save costs.

Leonteq appoints three new sales managers for Switzerland

Leonteq has appointed Manuel Dürr as Head of Sales Switzerland, Bastian Heller as Head of Sales Zurich, and Paul Hourdier as Head of Sales Geneva.

Rothschild & Co hires Ralph Lerman as Managing Director in Business Services

This expansion of the team underscores Rothschild & Co’s commitment to growing its U.S. Business Services practice and delivering best-in-class advisory services to both sponsor-backed and corporate clients.

ZKB appoints new Head of Sell-Side Research

The new head of the analysis department has already been with the cantonal bank for two years.

Vontobel Poaches New Mittelland Institutional Clients Head From UBS

Bank Vontobel has appointed Pascal Moser as its new head of institutional client for the Mittelland region.

Apollon Welcomes Two Advisors to Central Pennsylvania Team

Brayden and James join us from a regional wealth management and CPA firm

Fintech bytes: Future Capital adds RayJay alum to C-suite, Advyzon welcomes ex-Envestnet leader

The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.

PostFinance plans job cuts by the end of November 2025

As contract changes or terminations are expected, PostFinance today initiated the legally required consultation process.

BNP Paribas WM names Southeast Asia market co-head

The French bank is appointing its Asia head of active advisory to take on the position.

UBS Appoints Eric Lin as Head of APAC Research

He will be based in Hong Kong and report to Daniel Dowd, Global Head of UBS Global Research.

EFG onboards portfolio manager from IAM

Ex-Frame Asset Management portfolio manager Livio Spadaro has joined EFG's New Capital.

Executive Moves