05/08/2026
Pictet AM Appoints new Head of Intermediaries for Romandie and Ticino
Maréchal, who is based in Geneva, assumed the role in May.
05/08/2026
Maréchal, who is based in Geneva, assumed the role in May.
05/07/2026
Ducere Wealth Management has hired Alexis Miranda as wealth adviser at its newly opened office.
05/07/2026
Lee joins from Mercuria, where he was Chief Technology Officer for Applications and was instrumental in strengthening data capability and modernising business critical platforms.
05/06/2026
Dominic Cheung joins the German private bank from JP Morgan.
05/06/2026
Appointments support private wealth efforts in partnership with Nuveen, strengthening delivery of insights, education, and client solutions
05/06/2026
Chair Allan Course Retires from Board After 15 Years of Dedicated Service
05/06/2026
Based in Jersey, he will also provide advice on compliance and regulatory issues, further strengthening JTC Law’s offering in these areas.
05/06/2026
She has partnered closely with boards and executive teams across EMEA, APAC and the Americas, helping to shape people strategy, lead complex change and build high-performing, engaged organisations.
05/06/2026
Quilter Financial Planning, part of Quilter plc, the FTSE 250 wealth manager, has welcomed eight new appointed representative firms to its advice network.
05/06/2026
Most recently, he served as CEO of HSBC Inka — the international investment management company of HSBC Germany in Düsseldorf.
05/06/2026
Bloudek to shape operating model and strategy supporting growth and white-glove service
05/06/2026
In that role, he managed a portfolio of 200 high-value clients, delivering tailored banking and investment solutions and working closely with compliance teams to develop risk-mitigation frameworks aligned with client needs.
05/06/2026
The departures include another three investment directors who joined the business following its combination with Investec Wealth & Investment.
05/06/2026
The funds technology firm adds one of Europe's most experienced B2B fund distribution executives to its advisory team.
05/05/2026
Norbert Becker becomes board of directors chairman, effective 28 April, succeeding Benoit Dumont
05/05/2026
Sonia Gössi takes charge of BG Suisse Private Bank, which is owned by Banca Generali.
05/05/2026
New appointment marks a further step in the expansion of the Wealth Management business in Spain, strengthening local capabilities.
05/05/2026
Tammy Medard will take on the role effective 1 May 2026.
05/05/2026
Shailaja will be based in the Firm’s Abu Dhabi Global Market (ADGM) office
05/05/2026
She will also contribute to the firm’s work on succession planning and inter-generational wealth preservation.