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Executive Moves

05/28/2025

GAM Investments Strengthens European Equities Platform with Appointment of leading Investment Team

Tom O’Hara, Jamie Ross and David Barker join from Janus Henderson to manage flagship GAM Star European Equity and Continental European Equity funds

05/28/2025

JP Morgan AM recruits German-speaking Swiss intermediaries lead

Simon Stalder will lead the cantonal banks and intermediaries segment, focusing on Basel, Bern and Zurich.

05/28/2025

Jersey Association of Trust Companies names new President

Steve succeeds outgoing President of the Jersey Association of Trust Companies (JATCo) Sarah Bartram-Lora Reina, who had lead the committee successfully over the past 4 years.

05/28/2025

Henry Brandts-Giesen appointed global co-chair of Dentons’ Family Office and High Net Worth group

He is general counsel and strategic advisor to single and multi-family offices and family enterprises.

05/27/2025

Former Julius Baer CEO returns

Rickenbacher takes over the role from Alex Wassmer , who will remain with the company as Vice President.

05/27/2025

StanChart Expands UAE Private Banking Frontline

He has over 25 years of experience across corporate and private banking, including the last 20 years in private wealth management at Julius Baer and ABN AMRO.

05/27/2025

Ex-Vontobel executive takes senior post at global asset manager

Rémi Casals has joined First Eagle Investments following senior roles at Vontobel and Aviva Investors.

05/27/2025

Appointment of Eric Balmer as Head of Corporate Banking & Trade Finance

He will join the BCGE Group as a member of the Executive Board effective September 1, 2025.

05/27/2025

Canaccord Genuity expands Calgary office with senior investment advisor hire

Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move

05/27/2025

Two new hires for Deutsche Bank wealth management team

Dormann will lead Private Bank Coverage for Luxembourg and France; Carrera de Manuel will lead Markets Investment Team for Luxembourg

05/27/2025

40 Under 40 selector leaves BIL Manage Invest for single family office

Caterina Russo has left the firm, and the city of Luxembourg, for Italian pastures.

05/23/2025

Oak Guernsey bolsters leadership team with new client director hire

Oak Group, an international provider of private client, fund administration and corporate services, has welcomed Sam Matthews as Client Director, Trust & Corporate in the Guernsey office.

05/23/2025

LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee

New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform

05/23/2025

Migros Bank elects ex-BEKB CFO to board

Schärli Alois ex-BEKB CFO and deputy CEO has been appointed to the board of directors at Migros Bank.

05/23/2025

Quilter Cheviot hires Phil Ross to its equity research team

He joins the company from Exane BNP Paribas, where he was the lead analyst for European reinsurance companies.

05/23/2025

Fidelity International Names China General Manager

Based in Shanghai, he will report to Helen Huang, chairman of FIL Fund Management (China).

05/23/2025

Barclays hires Marc Warm as Global Co-Head of Capital Markets

Marc will report to Cathal Deasy and Taylor Wright, Global Co-Heads of Investment Banking and be based in New York.

05/23/2025

AWIM adds Head of International Wealth Management

Aisa Wealth & Investment Management has appointed Jez Bezant as Head of International Wealth Management.

05/22/2025

Two new members on the Board of Directors of BancaStato

The two new members of the Board of Directors have significant experience

05/22/2025

LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik

Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement

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