Managers of Wealth

Valiant appoints New Head of Corporate-Clients

He currently heads the Bern region and has been Deputy Head of Corporate Clients Switzerland since 2024.

Skybound Wealth hires group head of tax planning

Shil Shah will lead Skybound Wealth’s tax planning proposition across all regions and sub-brands

Pictet WM snaps up ex-UBS banker in Singapore

The hire follows that of a new Singapore-based market leader from JP Morgan Private Bank.

Vontobel appoints Georg von Wattenwyl and Charles Karila as Co-Heads of Structure Solutions and Treasury

Georg von Wattenwyl and Charles Karila assume joint leadership of Vontobel’s Structure Solutions and Treasury as of December 1st, 2025

Zurich multi-family office appoints entrepreneur to board

Sonja Schmid, founder of Dianoia, has joined Freigeist Asset Management's board of directors.

EFG names new Asia head of investments

The Swiss bank has appointed a new Asia head of investments through an internal promotion.

BUX appoints Marlou Jenniskens as new CEO

Within her new role, Jenniskens will also oversee the development of BUX’s savings proposition

Clarion Wealth Planning appoints new MD

“I’m delighted we are all collectively thriving in this new era, and the future is secured under the leadership of John.”

Raymond James taps ex-Legal & General executive for CPO role

Kay joins from Legal & General Investment Management where she was global HR director.

Schroders appoints first Head of ETFs as ETF franchise surpasses $1bn AUM

The announcement of Tom’s appointment to this newly created role also swiftly follows the launch of Schroders’ first two active ETFs in Europe earlier this year.

New Head of Corporate Client Advisory

His extensive expertise and many years of experience will further drive the successful development of the division.

PKB Private Bank CIO to join Cornèr Banca

Sascha Kever is set to join the bank as chief investment officer on 16 January 2026.

ZKB appoints new Head of Real Estate Transaction Management

He succeeds Daniel Stoll , who is leaving the bank after approximately 15 years at his own request to become self-employed

Marylaure Baechler resigns from her position as a member of the FKB's Executive Board

The management will ensure a smooth transition of leadership in the coming weeks and will provide information about the new management at a later date.

Raymond James brings in LGIM director to steer Charles Stanley tie-up

The firm says Martina Kay will be 'critical' for unifying the culture of Charles Stanley and Raymond James Investment Services.

Election of Bernadette Koch to the Board of Directors planned

With the nomination of Bernadette Koch, LUKB strengthens its Board of Directors with an experienced professional from the field of auditing.

Citi boost FX team in Japan, JANA, and Asia South with new hires

New hires include a head of corporate FX sales in India and three director-level hires.

Cetera Financial Specialists adds Callero Capital Management

Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.

Lugano private bank names CIO

PKB Private Bank has named Loris Centola as its new CIO.

ZEDRA welcomes Aoife Habben as Chief People Officer

Aoife joins ZEDRA with over two decades of experience in dynamic, high-growth environments, having held senior HR leadership roles

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