Managers of Wealth

7IM CIO Martyn Surguy to exit in strategic review

Surguy is to leave after around six years with the business, handing investment oversight to his team, which includes deputy CIO Matthew Yeates.

Regula Berger becomes Chairwoman of the Board of Directors of Bank Cler

She succeeds Dr. Basil Heeb, who announced his resignation as CEO of Basler Kantonalbank last year.

Julius Baer Signals Crypto Push With Strategic Hire

Julius Baer has brought on board renowned crypto specialist Michael Martin

Deutsche Bank shapes Management Board for next phase of growth strategy

Raja Akram will join Deutsche Bank and succeed James von Moltke as CFO after a transition period

Jupiter Merlin architect Algy Smith-Maxwell to retire

John Chatfield-Roberts will be the only founder of the fund-of-funds range left at Jupiter when Smith-Maxwell retires in June.

Truxton Wealth Strengthens Advisory Team with Key Promotions

She also holds the Certified Trust and Financial Advisor designation and is a member of the Middle Tennessee Estate Planning Council.

Clemens Kaiser appointed Chief Country Officer Switzerland and CEO of Deutsche Bank (Suisse) SA

He succeeds Alessandro Balestra who covered both positions ad interim after Loïc Voide left Deutsche Bank in November 2024.

Troy promotes co-manager on flagship Trojan fund

Charlotte Yonge and Tomasz Boniek will become co-manager of the firm’s multi-asset and global income strategies, respectively.

UBS hires RBC Capital biotech bankers in U.S. health-care push

Noël Brown will become head of biotechnology at UBS, while Tim Chung and Alex Lim are both joining as managing directors

Quilter Cheviot hires Tim Armitage as investment strategist

He will also develop and maintain forecasting scorecards and models, and provide commentary on financial markets to clients, advisers and Quilter Cheviot’s investment managers.

Canaccord Wealth appoints new Head of International Distribution

He has joined the business as part of Canaccord Wealth’s acquisition of Brooks Macdonald International, where he had worked for ten years.

Butterfield expands banking team in Jersey

Daniel Peters, who has extensive expertise providing banking to the fiduciary and fund sectors, has joined their Corporate Banking team.

Vaud-based Investment Manager Hires Former CS Investment Expert

He joined the firm this month in the city of Lutry.

Arab Bank Switzerland to appoint BCGE stalwart as CEO

New head Yves Spörri ran multiple departments at Banque Cantonale de Genève.

Change in the management of BEKB

He will temporarily support the Executive Board led by Armin Brun on strategic matters and ensure a careful handover of the department until his departure from BEKB.

Crédit Agricole PB selector lands tailor-made role at wealth arm

The selector becomes head of the tailor-made multi-asset management team at Indosuez Wealth Management.

Oddo BHF Expands in Wealth Management

Burri was most recently Head Special Clients Desk EMEA in Global Wealth Management at UBS.

ZKB Expands Asset Management Sales

Hans-Jörg Morath, Yves Béréhouc and Ramon Vogt are joining the sales team for the Exchange Traded Funds (EFT) division.

Oppenheimer Adds to Technology Banking Group with the Hire of Ranjot Singh as Managing Director

He will be based in Oppenheimer's New York office and report to Robin Graham, Head of Technology Investment Banking.

Rothschild & Co further develops GP Solutions business with Nicolas Lanel

Nicolas Lanel brings more than 30 years of experience in investment banking, the last 18 of which are closely associated with the emergence of the GP-led secondary space.

Executive Moves