Managers of Wealth

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.

Hypothekarbank Lenzburg appoints new member of management

Fabian Bürki will become the new Head of Private and Corporate Clients and will join Hypothekarbank Lenzburg on June 1, 2026.

Equiom strengthens Jersey’s global connectivity with Asia

With more than 30 years of experience in fiduciary services across Jersey and with over a decade in Singapore, Andrew Hudson has been appointed as Client Director.

Andrew Ross appointed Chair of Quilter Cheviot

Ross also joined the Quilter plc Board as an Independent Non-executive Director.

BNP Paribas names Swiss private banking team head

Dimitri Prot is the latest appointee to a senior role at the French bank’s Swiss wealth management unit.

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

His career combines sound operational competence with high standards in terms of transparency, governance, and a long-term focus on client interests.

Investec expands Jersey private client team with two appointments

Clients are supported on an ongoing basis by Relationship Managers Alex Macaione and Susie Ryan.

Prosperity Expands Wealth Management Practice into Southern California

Firm Adds Two Senior Wealth Advisors

Citi adds BlackRock vet to asset manager partnerships team

Mark Shpizner has joined Citi Wealth's asset manager relationships group.

Stonehage Fleming’s Smit steps down as fund manager to become chair

Current co-manager Carolyn Bell will take over as lead manager on the flagship Global Best Ideas Equity fund.

Executive Moves