Managers of Wealth

Cetera Financial Specialists adds Callero Capital Management

Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.

Lugano private bank names CIO

PKB Private Bank has named Loris Centola as its new CIO.

ZEDRA welcomes Aoife Habben as Chief People Officer

Aoife joins ZEDRA with over two decades of experience in dynamic, high-growth environments, having held senior HR leadership roles

Leadership transition for Lombard Odier’s activity in French-speaking Switzerland

Based in Lausanne, he will lead the offices in Lausanne, Fribourg, Vevey and Verbier, succeeding Stéphane Pedraja, Capital Partner, as part of a long-standing transition plan.

Lazard Bolsters Global Industrials Practice by Adding Three New Managing Directors

These appointments further strengthen Lazard’s market-leading global Industrials franchise, which advises clients across diversified industrials, building products, chemicals, paper & packaging, transportation & logistics, industrial technol

M&G veteran fund manager to retire after 20 years

Andrew has spent 20 years at M&G and nearly four decades in the investment industry.

KGI Bank Appoints Citi Veteran Vivian Leung as Head of Advisory

Vivian Leung has 20 years of investment & private banking experience at Citi Private Bank, Julius Baer & CITIC Frontier China Research.

Guernsey Finance strengthens board with two appointments

The pair have extensive leadership, governance and financial services experience, which will contribute valuable insights into the agency’s strategic direction.

LuxExperience Appoints Francis Belin As Head of Mytheresa

His appointment marks a strategic milestone for parent company LuxExperience: following the acquisition of Yoox Net-a-Porter, the group is seeking to consolidate its digital assets under expert leadership to boost growth and improve profitability.

Angeles Wealth names 30-year veteran as chief growth officer

Jonathan Cave brings decades of experience from CH Investment Partners, Merrill Lynch, and UBS to a newly created position at the high-net-worth RIA.

François Du Pasquier Joins UBS as Managing Director, Financial Advisor in Austin

He joins UBS from Citi Wealth, where he served as Managing Director and Head of Foreign Exchange and Commodities for North America.

WRISE Group Bolsters Executive Bench with Four New Leadership Appointments

Newly appointed Group CFO, WRISE Private and WRISE Prestige Executives will drive regional momentum and operational efficiency

Schroders strengthens investment leadership team to drive Public Markets growth

Dan, who has previously worked at Schroders, will return to the firm reporting into Johanna Kyrklund, Group Chief Investment Officer.

Ruffer wealth director departs after 16 years for Tyndall IM role

Oliver Pile brings Tyndall’s Private Clients team to a total number of 30.

Syz Capital: Management team is gone

Both the son of the bank and group's founder and the managing partner have left Syz Capital .

Alvaro Lopez-Aranda Robles joins NS PARTNERS as Country Head for Spain

Alvaro joins NS Partners with over 20 years of experience in private banking, wealth advisory and financial structuring for ultra-high-net-worth individuals (UHNWI), family offices and institutions.

StanChart revamps North Asia investment advisory leadership

The appointment comes as its current head steps into a new role as team leader.

Victoria McLean to become Chief Compliance Officer of Julius Baer and join the Executive Board

Victoria McLean is a senior compliance professional with over 30 years of expertise in wealth management, working in large financial services institutions with global footprints.

Markus Schifferle appointed new CFO of LLB Group

This succession appointment is being made following the appointment of the former Group CFO, Christoph Reich, as Group CEO in September 2025.

StanChart GPB Appoints North Asia Advisory Head

Previously, he also worked at Citibank, HSBC and UBS in New York and Hong Kong.

Executive Moves