Managers of Wealth

Cité Gestion appoints portfolio management chief

New head of portfolio management Edward Maeder is one of a series of appointments at the Geneva-based private bank.

Welcome to Reto Taborgna, Michel Ehrenhold and Stefan Müller!

In his new role, Reto will ensure robust governance, operational efficiency, effective risk management, and strategic growth of our expanding business.

BOS Hires Alts Expert to Focus on UHNW Solutions

In the role, he will lead the development, management, and execution of complex product and bespoke solutions, with a focus on ultra-high net worth clients.

Balanz USA Appoints Federico Francia as Head of Wealth Management

Federico Francia joins his new position this February 2026, after working for more than eleven years at Puente Servicios Financieros

UBS appoints JBWere exec as Aussie wealth management director

The global financial services firm has hired former employee Andrew Bird as it continues to expand its footprint in Australian wealth management.

Regions Bank Names Kafi Slaughter as Private Wealth Leader Serving Key Texas Markets

Slaughter’s industry experience, passion for superior service, and deep community engagement will further differentiate how Regions serves clients in Houston, Austin and beyond.

J.P. Morgan Appoints Geneva-Based Banker to International Senior Role

In this role, Koep will further expand the firm’s Media & Communications (M&C) investment banking platform.

BlueOrchard recruits business development chief

Lucas van Berkestijn joins as global head of business development.

Zwei Wealth names second partner this month

Zerrin Aktuna is the latest to join Zwei Wealth as partner and as a wealth officer.

Rathbones Group hires replacement as co-CIOs depart

Co-CIOs Edward Smith and Liz Savage leave wealth business in May

SJP hires investment product director

Rio Stedford will focus on product opportunities and the next phase of growth for SJP’s investment team

Christian Hunziker is taking early retirement for urgent personal reasons.

Since joining swissICT, Christian Hunziker has further developed the association and launched several new services.

wealthAPI Appoints Nicola Breyer as Open Finance Expert to Advisory Board

In her role as Open Finance Expert, she will support wealthAPI in its aligning strategically with FiDA.

Appointment of Peter Burrill as interim Group Chief Financial Officer

Standard Chartered PLC announces replacement of Diego De Giorgi

KGI hires Aaron Long as wealth management MD

Long has been appointed to strengthen KGI's wealth advisory business.

Julius Baer MD exits to run independent asset manager

Christian Bergomi recently left his role as a managing director and senior adviser at Julius Baer in Switzerland to lead Aquila E&A Financial Consulting.

Marcuard Heritage Strengthens Board with AI Expert

With the appointment of Steiger-Gablinger, Marcuard Heritage underscores its ambition to integrate technological innovation in a targeted

Hoxton Wealth recruit CFO and global head of tax

He has previously worked as group CEO of wealth management firm Hurst Point Group and chief transformation officer at Police Mutual Group.

Private bank chief to retire from VP Bank

The group is looking to replace seasoned banking manager Martin Engler, who steps down in 2027.

UBP appoints Head of Investment Services in Dubai and strengthens client coverage team with two Market Heads for the Middle East

UBP has also appointed Joy Chammas as Market Head, Middle East.

Executive Moves