Managers of Wealth

Murphy Wealth appoints Shane Presley as senior financial planner

In his new role, he will also support Murphy Wealth’s expansion plans, while helping to develop and support the wider team.

HSBC Bolsters Taiwan Private Banking Team

Based in Hong Kong, she will oversee the bank’s offshore Taiwan teams in both Hong Kong and Singapore as HSBC intensifies its focus on one of Asia’s most competitive private banking markets.

Standard Chartered announces senior appointments to its Europe Management Team

Margaret Harwood-Jones appointed as Europe and UK CEO, in newly created regional management role

7IM promotes Agustin Fernandez as chief corporate development officer

Fernandez, who already sits on the firm's executive committee, joined the business in 2023 and has led the development of 7IM's corporate development and strategy function.

Lyford strengthens team with executive hire

Most recently, he worked in KPMG’s Deal Advisory practice, specialising in strategy and performance transformation.

Basler Kantonalbank Taps UBS Veteran

Basler Kantonalbank has appointed Simone Marylander as its new head product and channel management.

UBS GWM makes key leadership appointments in Apac

The internal promotions are across the region.

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.

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.

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.

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

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.

Citi names two to Asia-Pacific DCM business

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

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.

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.

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

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

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.

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.

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.

Executive Moves