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Executive Moves

08/03/2026

Sygnum appoints Reto Marx as Chief Executive Officer; Gerald Goh assumes Executive Chairman role

Wealth management industry veteran to lead Sygnum’s next phase of growth in Singapore as the Group scales its digital wealth proposition for Asian high-net-worth Clients and Intermediaries.

07/31/2026

CaixaBank reorganises its Wealth Management division and appoints Juan Llamas as new Head

He succeeds Belén Martín, who will take on new responsibilities at CaixaBank CIB as Managing Director of Representative Offices within the international area

07/31/2026

LGT Wealth Management strengthens Leeds team with senior appointment

Prior to this, he held wealth management and private banking roles at Coutts and Lloyds Bank Private Banking, advising high-net-worth individuals on their banking and investment needs.

07/31/2026

Societe Generale: Appointments within Global Banking and Investor Solutions division

Based in Paris, Liane Santenero and Hatem Mustapha will report to Anne-Christine Champion and Alexandre Fleury, Co-Heads of Global Banking and Investor Solutions.

07/31/2026

Maerki Baumann private banking heavyweight departs

The head of private banking for Germany has left both his role and the company.

07/31/2026

Appointment of Chair/Senior Independent Director

Mike has served as Chairman of the Board for the last nine years.

07/31/2026

UBS loses $2 billion in teams as RBC and Raymond James move in

Florida Complex Director Ken Ross said the team's motivations were straightforward.

07/30/2026

NatWest appoints Triona O’Keeffe as Chief Data and Analytics Officer

Triona will join NatWest in January 2027, bringing deep global experience across data, technology and AI, and will report into the bank’s Group CIO, Scott Marcar.

07/30/2026

Welcoming two private bankers to our London team

Nick Armstrong-Flemming and Jonathan Batley have joined our London team and both took up their new roles earlier this month.

07/30/2026

Julius Baer appoints Nira Tanoko as Market Head South East Asia

This appointment underscores the Bank’s commitment to driving growth and success in the South East Asia region and marks the next step in the Bank’s two-decade-long expansion across Asia.

07/30/2026

Leonteq recruits derivatives specialists from Bank of America

The derivatives specialist will assume his new role on September 1st and will report to Lorenzo Leccesi , Head of Investment Solutions.

07/30/2026

WRISE Group Unveils WRISE AI Labs and Appoints Dr. Jeffrey Wu as Group Chief Scientist to Accelerate AI-Native Wealth Management

WRISE’s initial HKD30 million investment accelerates WRISE AI Labs while the appointment of Dr. Jeffrey Wu as Group Chief Scientist and a strategic collaboration with Panorama reinforces the Group’s long-term AI-native wealth management strate

07/29/2026

Standard Chartered sees exit of several top wealth executives in India

Standard Chartered Plc. has seen several senior executive departures from its Indian operations as the lender reorganizes its wealth business and shifts away from mass-market retail banking.

07/29/2026

Dan Montoya named Head of Relationship Management for the Americas within BBH Investor Services

Appointment reflects BBH's continued commitment to delivering exceptional client service and strengthening strategic partnerships across the Americas.

07/29/2026

Guardian appoints Kevin Luebbers as Head of Distribution to accelerate growth across wealth management

Reporting to Mike Perry, Head of Client Solutions and Wealth Management, Luebbers will help further integrate and scale Guardian's distribution model to accelerate growth.

07/29/2026

Rathbones AM hires senior analyst for global equities team

Ianjit Bhatti has more than 10 years of experience

07/29/2026

Lazard AM strengthens its executive leadership with the additions of Chris Bricker and TP Enders

Lazard AM hires two senior executives from AllianceBernstein and Goldman Sachs to sharpen its growth and product strategy.

07/28/2026

Bank of Singapore Strengthens Alternatives Business

The appointment comes as private banks across Asia expand their alternatives capabilities amid growing client demand for portfolio diversification and uncorrelated returns.

07/28/2026

Vanguard names Former Lazard CEO Kenneth Jacobs as board chairman

Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director.

07/28/2026

Ex-EFG team head joins Lugano wealth manager

Adriano Rampazzi joins Vector Wealth Management after stints at EFG, Cornèr Bank, BancaStato and Merrill Lynch.

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