Managers of Wealth

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.

JPMorgan names Goldman’s Yi Zhang as China investment banking co-head

Zhang is expected to join during the summer and will work alongside Michelle Wang, who will continue in her role as co-head for the region.

Standard Chartered hired an MD in UBS' London investment bank and moved him to Singapore

He was most recently chief risk officer for UBS' investment bank but was also previously global head of market risk for the bank.

Northern Trust Appoints Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships

Former Auction House CEO Will Expand the Firm’s Advisory Capabilities for Fine Art and Collectibles

Former Pictet Asset Management director joins fVenn

Becomes part of the team with Rob Page, Neil Scaife and Tony Lanning

Executive Moves