Managers of Wealth

ANZ names Tammy Medard as group executive business & private bank

Medard will join the executive committee.

FGS Global Brings in Former HSBC Banker as Senior Advisor

Richier brings more than 35 years of senior leadership experience in global corporate and investment banking.

Mattioli Woods appoints investment product managing director

Taylor will lead the continued development of the firm’s investment product capabilities and platform strategy

Shock at Zurich Switzerland – CEO Steps Down

The Chief Executive Officer of Zurich Switzerland is stepping down from his position with immediate effect.

BNY Markets faces leadership restructure

The firm also reveals Jason Vitale, executive platform owner (EPO) and global head of Execution Services, will assume responsibility for BNY Markets’ Buy-Side Trading Solutions business.

Syz Bank appoints head of equities

Marini has 25 years of experience in wealth and asset management, serving private and institutional clients, with a longstanding focus on equity investment strategies.

Nomura AM hires CTI’s sustainable equity fund manager

Nick Henderson has 17 years’ experience running responsible investment strategies.

FNZ strengthens executive leadership team with key appointments

His leadership will support FNZ’s next phase of expansion across the United States and Canada, driving the new business pipeline, strengthening client partnerships and delivery execution, while contributing to FNZ’s continued global growth.

Goldman Sachs appoints Swiss PWM capital markets chief

The global bank has also onboarded ex-UBS relationship manager Andy Schwyter.

Surprising Departure at Lombard Odier in Zurich

She, who has led the Zurich office for the past two years, will leave the institution at the end of this month.

Bank Syz recruits ex-IAM CIO as equities head

Florian Marini assumed the role at the beginning of the month, following over a decade at Bruellan.

Cité Gestion Welcomes Johan Leën

He previously held senior leadership positions at PKB and KBL Swiss Private Banking in Geneva, as well as at BIL Suisse, where he was Head of West Europe & EAM Geneva.

David Albright Named Global Head of Sales for Northern Trust Wealth Management

He will report to Wealth Management President Jason Tyler.

Standard Chartered Appoints Lead for Digital Assets in Asia

This comes in addition to his current role as global head of the official institutions group as part of the bank’s global research team.

Canaccord Wealth boosts IFA Team with Chief Distribution Officer appointment

Antony Champion joins as Chief Distribution Officer

Charles Russell Speechlys Strengthens Swiss Tax Capabilities with Appointment of Frédéric Ney in Geneva

He advises UHNW families on cross-border planning and brings corporate tax experience across reorganisations and M&A, financing structures and incentive plans.

The General Management welcomes Esa Battaglia

She was entrusted with leading the Risk Department

Zennor hires Baillie Gifford Senior Executive as first CEO

The appointment comes with Zennor cementing its position as a leading specialist investment boutique.

Evercore Wealth Management Promotes Sean Brady to Partner

Mr. Brady works with senior executives, private equity principals and families, delivering integrated strategic wealth planning and fiduciary services.

Key Private Bank Expands Capital Region Team with Two Experienced Wealth Management Professionals

Both will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.

Executive Moves