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Executive Moves

06/29/2026

UBS GWM makes key leadership appointments in Apac

The internal promotions are across the region.

06/29/2026

Léa Dunand-Chatellet Appointed Chief Executive Officer of Mirova

Léa Dunand-Chatellet’s appointment was approved today by Mirova’s Board of Directors. She will assume her role on July 1, 2026, succeeding Philippe Zaouati.

06/26/2026

Continuity and future: Peter Schirmbeck hands over the chairmanship of the board of directors of DZ PRIVATBANK Switzerland to Arasch Charifi

This figure has steadily increased to €23.9 million. As of May 2026, pre-tax profit already stands at approximately €17.2 million.

06/26/2026

ZKB appoints new Head of Asset Management

He will succeed Roger Rüegg , who has headed the Multi-Asset Solutions division since December of last year, effective July 1st.

06/26/2026

JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon

The promotion of Petno and Rohrbaugh is a sign that JPMorgan’s board is also looking to its commercial and investment banking ranks as it develops the next generation of leadership

06/25/2026

BNP Paribas Asset Management Alts announces the appointment of Karim Malak as CEO of The Boost Society

Karim Malak is an experienced professional with more than 26 years’ experience in managing international platforms.

06/25/2026

Citi names two to Asia-Pacific DCM business

Anthony Yap, Maria Chua have extensive experience, demonstrated leadership skills

06/25/2026

Julius Baer appoints Riccardo Corzani as Lugano Branch Manager

Bank Julius Baer has appointed Riccardo Corzani as Branch Manager in Lugano, succeeding Ettore Bonsignore, who will retire.

06/25/2026

Zwei Wealth Expands Partner Network with Financing Specialist

Zurich-based wealth office platform Zwei Wealth has expanded its partner network with the appointment of Malvina Nicca as a Wealth Office Partner.

06/25/2026

Baggette + Co. Wealth Management Welcomes Sapphire Tiller as a Client Servicing Administrator and Protection Specialist

Her appointment reflects Baggette + Co.’s continued focus on ensuring clients receive support not only with pensions, investments and retirement planning, but also with the financial protection needed should illness, injury or unexpected life events

06/25/2026

Caprock names Jennifer A. Ayer managing director of purpose-driven wealth

Veteran impact investing advisor brings 25 years of experience as Caprock expands its work with families seeking to align wealth with values, priorities and legacy

06/24/2026

AMP’s Shane Oliver joins Australian Wealth Management Summit

AMP chief economist Shane Oliver will be a keynote speaker at the upcoming Australian Wealth Management Summit taking place in Sydney this August.

06/24/2026

TPG appoints new CFO as it beefs up wealth arm

André joins TPG from Reinsurance Group of America, where he served as executive vice-president and CFO and was a member of the executive committee.

06/24/2026

Lighthouse Canton Hires J.P. Morgan’s Michael Darriba as Managing Director in Dubai

At Lighthouse Canton, he will focus on relationships with ultra-high-net-worth individuals, family offices and institutional clients, with an emphasis on debt structuring and equity investment.

06/24/2026

Equiom Strengthens Global Offering with Strategic Appointment to Enhance Luxury

His appointment reflects Equiom’s continued investment in specialist expertise to meet growing demand for integrated, cross-border solutions in the ownership and management of complex luxury assets.

06/23/2026

Broadridge Names Mark Nichols Co-President of Digital Assets

In his role, Nichols will spearhead Broadridge’s strategy, product development, and execution across the tokenization and digital asset arena, along with Co-President German Soto Sanchez.

06/23/2026

Praxis expands Middle East Corporate & Funds division with appointment of Head of Fund Operations GCC

His appointment forms part of Praxis' continued investment in specialist expertise, capabilities and infrastructure as it expands its corporate and funds offering across the region.

06/23/2026

Former Schroders CEO joins Chikara Investments

Peter Harrison joins as strategic advisor, following an eight-year stint as group CEO of Schroders PLC

06/23/2026

Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms

New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy

06/22/2026

Global:Prudential appoints new CEO of Wealth

Her appointment was effective 1 June 2026.

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Continuity and future: Peter Schirmbeck hands over the chairmanship of the board of directors of DZ PRIVATBANK Switzerland to Arasch Charifi

06-26-2026

ZKB appoints new Head of Asset Management

06-26-2026

European advisers face ‘management gap’ on clients’ digital assets – Study

06-26-2026

Patriotic Millionaires urge wealthy Britons to pay more tax

06-25-2026

PIMFA publishes new guidance to help firms prevent and address non-financial misconduct

06-25-2026

BNP Paribas Asset Management Alts announces the appointment of Karim Malak as CEO of The Boost Society

06-25-2026

Q2 2026 Digital Wealth Management Forrester Report

06-25-2026

Hermès billions: LVMH blames asset manager

06-26-2026

Nairobi to Host Forum on Wealth Management and Family Office Investment

07-02-2026

Bell Financial launches private wealth manager

07-02-2026

Withers appoints 12 new partners in the US, UK and Singapore

07-02-2026

7IM pledges ‘genuine value’ for advisers in multimillion growth plans

07-02-2026

Silvercrest Asset Management Group Named to Inaugural CNBC Elite Advisors List of Top Ultra-High-Net-Worth Wealth Management Firms for 2026

07-02-2026

Singapore's OCBC to hire 600 relationship managers, launches AI avatar app in wealth push

07-02-2026

Performativ Appoints Banking Veteran Jacob Dahl as Chair to Support Enterprise Expansion in Wealth Management

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Private Banking Clients Trust AI and Protect Their Wealth Against a More Unstable World

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