Managers of Wealth

Renowned finance professor joins Fedafin board of directors

Fedafin, the Swiss rating agency headquartered in Widnau in the Rhine Valley, is strengthening its board of directors.

M&G appoints Andy Young as Director of Adviser Experience, Customer Experience and Digital

Andy will work closely with M&G’s technology, propositions and operations teams to ensure alignment between adviser and customer needs.

Citi Appoints Former Goldman Sachs Banker to Lead Healthcare Coverage in Australia and New Zealand

Citi highlighted its strong position in healthcare investment banking, noting its top global ranking for M&A advisory in the sector

Zurich boutique appoints GAM multi-asset chief as chair

The Singularity Group has elected GAM's Andrea Quapp as chair of its board of directors.

Broadridge Appoints Peter Reali As General Manager Of Newly Created Institutional Governance Business

Reali will report to Swatika Rajaram, President, Bank and Broker-Dealer Solutions, and will be based in New York.

Nomura AM Appoints Nick Henderson as Head of Global Sustainable Equities

At Columbia Threadneedle and at BMO, Henderson launched, and served as Lead Manager of the Sustainable Opportunities Global Equity Strategy, and the Sustainable Global Equity Income Strategy.

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1500 Financial Advisors List

Treasury Partners provides comprehensive financial services for clients, including wealth management, asset allocation, financial planning, estate planning, and corporate cash management.

JTC Makes Over 270 Group-Wide Promotions

The promotions reflect JTC’s commitment to cultivating a culture that gives people the opportunity to have a defined career path

Stefan Hoops appointed to the Management Board of Deutsche Bank in addition to his role as CEO of DWS

For DWS, the appointment of Hoops as a Deutsche Bank Management Board member offers the opportunity to enhance its representation in the decision making of its biggest shareholder.

Equiom Strengthens Jersey’s Global Connectivity with Asia Through Andrew Hudson Appointment

His career spans complex cross-border wealth arrangements, succession planning and governance frameworks for multi-generational family structures operating across multiple jurisdictions.

Yvonne Leung exits JP Morgan PB

Leung was head of managed solutions Asia at the private bank

Welcome to Yulia Romantseva!

She has worked at a Swiss multi-family office as well as at Swiss private banks, including Credit Suisse and Société Générale, overseeing clients’ banking, financial, and investment needs.

Raiffeisen Switzerland nominates Basil Heeb as Chairman of the Board of Directors and three other members for the Board of Directors of Raiffeisen Switzerland

Basil Heeb succeeds Thomas A. Müller, who decided in September 2025 not to stand for re-election to the Board of Directors.

Executive Moves

Renowned finance professor joins Fedafin board of directors

M&G appoints Andy Young as Director of Adviser Experience, Customer Experience and Digital

Citi Appoints Former Goldman Sachs Banker to Lead Healthcare Coverage in Australia and New Zealand

Zurich boutique appoints GAM multi-asset chief as chair

Broadridge Appoints Peter Reali As General Manager Of Newly Created Institutional Governance Business

Nomura AM Appoints Nick Henderson as Head of Global Sustainable Equities

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1500 Financial Advisors List

JTC Makes Over 270 Group-Wide Promotions

Stefan Hoops appointed to the Management Board of Deutsche Bank in addition to his role as CEO of DWS

Equiom Strengthens Jersey’s Global Connectivity with Asia Through Andrew Hudson Appointment

Yvonne Leung exits JP Morgan PB

Welcome to Yulia Romantseva!

Raiffeisen Switzerland nominates Basil Heeb as Chairman of the Board of Directors and three other members for the Board of Directors of Raiffeisen Switzerland

Hypothekarbank Lenzburg appoints new member of management

Equiom strengthens Jersey’s global connectivity with Asia

Andrew Ross appointed Chair of Quilter Cheviot

BNP Paribas names Swiss private banking team head

Zwei Wealth strengthens its presence in Geneva: David Spadola becomes a partner

Investec expands Jersey private client team with two appointments

Prosperity Expands Wealth Management Practice into Southern California