Managers of Wealth

Annelis Lüscher Hämmerli is the new chairwoman of the board of directors of BEKB.

She assumes the position with immediate effect and succeeds Antoinette Hunziker-Ebneter.

Carmen Alonso, New Global CEO of Santander AM

Alonso was Head of Clients for Europe and the Middle East at the alternative asset manager Patria Investment

Giorgio Pradelli elected Chairman of Swiss Bankers Association

EFG International CEO Giorgio Pradelli is to assume the role in September 2026. He will remain CEO of EFG International.

Franklin Templeton hires Jiun Wen Chee to head private markets, Apac Wealth

Jiun Wen Chee has been hired from Bank of Singapore to head up distribution for Franklin Templeton’s Apac wealth business.

Meet Grace Gao, Ogier’s Hong Kong Private Wealth lead

She also develops family governance structures to facilitate the succession of wealth from one generation to the next.

Standard Chartered appoints Michelle Swanepoel as Head of Financing and Securities Services Middle East and Africa

Michelle Swanepoel succeeds Scott Dickinson, who will retire at the end of June

Deutsche Bank Private Bank bolsters its Asia FX platform

Kent Lee and Divik Maheshwari become co-heads of FX advisory.

UOB Private Bank Appoints Market Head for Greater China

The appointment comes as Singapore-based UOB steps up efforts to deepen its presence among high-net-worth and ultra-high-net-worth clients across mainland China and the broader Greater China region.

Sancus UK expands Manchester team

The company has also appointed Niamh Hunter as office support executive to help support day-to-day operations at the Manchester headquarters.

Wealth Club appoints investment committee chair

He also co-founded Harwood Wealth Management, leading the business through its AIM listing, and currently serves as a director at Harwood Capital Management.

Changes in the Board of Directors of SIX

At this year's ABV meeting of SIX, three new members were elected to the Board of Directors.

Pictet AM Appoints new Head of Intermediaries for Romandie and Ticino

Maréchal, who is based in Geneva, assumed the role in May.

Alexis Miranda hired at Ducere Wealth Management

Ducere Wealth Management has hired Alexis Miranda as wealth adviser at its newly opened office.

M&G Investments appoints Lee Tindell as Asset Management Chief Information and Technology Officer

Lee joins from Mercuria, where he was Chief Technology Officer for Applications and was instrumental in strengthening data capability and modernising business critical platforms.

Deutsche PB hires North Asia investment director

Dominic Cheung joins the German private bank from JP Morgan.

Churchill Asset Management Enhances Investor Education and Client Engagement with Strategic Hires

Appointments support private wealth efforts in partnership with Nuveen, strengthening delivery of insights, education, and client solutions

SEI Master Trust Adds Two Trustee Directors, Announces New Chair

Chair Allan Course Retires from Board After 15 Years of Dedicated Service

JTC Law Appoints Stefan Schausberger as Head of Private Client and International Trusts

Based in Jersey, he will also provide advice on compliance and regulatory issues, further strengthening JTC Law’s offering in these areas.

Skipton International Strengthens Leadership Team With Two Senior Appointments

She has partnered closely with boards and executive teams across EMEA, APAC and the Americas, helping to shape people strategy, lead complex change and build high-performing, engaged organisations.

Quilter Financial Planning welcomes eight new appointed representative firms to its advice network

Quilter Financial Planning, part of Quilter plc, the FTSE 250 wealth manager, has welcomed eight new appointed representative firms to its advice network.

Executive Moves