Managers of Wealth

New member of the management board as of January 1, 2026

Andrea Kohler will join the management board of BANK ZIMMERBERG AG on January 1, 2026.

Jefferies Adds Alessandro Parise as Wealth Management International Manager

Jefferies brings on Alessandro Parise as Wealth Management International Manager to oversee its international and cross-border business

Arbuthnot Latham Hires Two New Private Bankers to Bolster the Bank’s Media Team

Their appointments bring the total number of bankers within the Media team to 15 and further strengthens Arbuthnot’s offering.

Lombard Odier hires Asia wealth planning head in triple swoop

The Swiss bank has added veteran bankers across its Hong Kong, Singapore and Tokyo offices.

Coller Capital opens Tokyo office in Japan wealth drive

The $50bn secondaries office opens its sixth office in Asia Pacific, recruiting a team of two for its Tokyo outpost.

BNP Paribas Wealth Management Switzerland: Key roles filled

In his new role, Marc Schnurrenberger reports to Yusuf Savmaz , CEO of Wealth Management Switzerland.

W1M boosts US wealth and charity teams in triple hire

The trio join the W1M from Tanager Wealth, 7IM and CCLA.

Axis Bank to add 50 private bankers to expand wealth management operations

Burgundy Private currently employs around 250 bankers and manages around $27.4bn as of September 2025.

Raymond James IM names Jeff Ringdahl as new president

Ringdahl will be responsible for leading the growth strategy and direction of the business

IQ-EQ appointment targets luxury assets

UHNWI yachts and aviation in focus

Changes to UBS’s Group Executive Board

Pending the appointment of a permanent successor, Chris Gelvin will act as interim Head Group Technology, in addition to his current role of Chief Operating Officer, Group Technology.

Saltus hires ex-Ruffer investment manager

Sophie Jamieson has joined Saltus after well under a year at Cadro.

Quintet appoints Dr. Thomas Heinzl as Group CEO

Heinzl earlier worked for 12 years at McKinsey & Company in Zurich, San Francisco and other locations, ultimately becoming a partner responsible for advising leading global financial institutions.

ENBD names reshuffles senior wealth roles

The local wealth giant has made senior management changes to its wealth and private banking divisions in a series of promotions.

Huntington Bank Appoints Marc Dizard as Chief Investment Officer, Wealth Management

Dizard will lead Huntington Wealth Management's forward-looking investment strategy

Nordea AM makes double hire to sustainable thematic team

Two new portfolio managers bring team up to 15 professionals

Columbia Threadneedle hires from BlackRock for active ETF team

Fanni Pfeningberger joins after the firm’s CT QR Series Active ETF range launch

Michael Hartmann will become the new Managing Director of SVV Solution AG

Prior to this, Michael Hartmann worked for over 13 years as a consultant for Synpulse Management Consulting.

Citi’s investment management unit head joins BlackRock – report

Jasminski joins BlackRock together with a team from Citi’s investment management unit.

Rahn+Bodmer head of financial services takes on board role

Fabienne Hockenjos-Erni moved to Rahn+Bodmer in August after nine and a half years at Basellandschaftliche Kantonalbank.

Executive Moves