Managers of Wealth

Julius Baer announces leadership update

Succession planning is underway, and her successor will be announced in due course.

GAM proposes new chair in board shake-up

The asset management group is set to replace three members of the board of directors at the annual general meeting next month.

PensExpert hires ex-Vontobel wealth planning chief

Markus Kumschick joins the pension and financial advisory group as head of the Zurich and Northwestern Switzerland region.

Rothschild & Co appoints Grégoire Salignon as Head of Rothschild Martin Maurel

With effect from 12 April, he is responsible for all of our wealth management activities in France, Belgium, Luxembourg and Italy, as well as in Monaco.

Schroders enhances client focus with Head of Cross Border Financial Institutions

In this newly-created role, Guillaume will focus on strengthening strategic relationships, ensuring consistent engagement with the key decision-makers across relevant jurisdictions.

Stefan Seiler is the new president of the employers' association for banks.

He is stepping down in connection with his decision to end his long and successful career in the financial industry in spring 2026.

OCBC hires Indonesia private banking head from Julius Baer

The new head relocates from Switzerland where he worked on Julius Baer's Asia desk.

Kamila Horackova will become a new member of the PostFinance Board of Directors

The new board member assumes her position with immediate effect and will chair the Risk Committee and serve on the Audit & Compliance Committee.

J Safra Sarasin taps Mirabaud for new portfolio manager

Lacarré Hadrien has joined the institutional hedge fund solutions team.

Oakglen Wealth Planning announces new Financial Adviser

His appointment reflects Oakglen Wealth Planning’s continued investment in experienced advisers

Lugano private bank names executive president

Raoul Paglia replaces Marco Tini, who spent a decade as president of the executive board at Axion Swiss Bank.

Five promotions at Ocorian

“These promotions are a great reflection of the talent we have here in Guernsey and the contribution our team makes to the wider business.

David Shefford joins Boston Multi Family Office fiduciary team

‘David’s depth of experience makes him an excellent addition to our team’

BMO Wealth Management Names Ali Nafii to Lead San Diego Market

He will focus on expanding BMO’s wealth management presence across the West Region

Perigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership Expansion

Rory T. Shusted Brings Decades of Executive Experience to Support Firm's Continued Investment in Culture and Growth

Douglas Elliman Names Areeje Akhtar Oriol Chief of Staff to President and CEO Michael S. Liebowitz

Seasoned luxury strategy and growth executive brings deep experience in brand development, brokerage platform building and the ultra-high-net-worth market to Douglas Elliman leadership team

Aberdeen Investments Appoints Head of APAC Client Group

In her expanded role, she will continue to lead the company’s institutional business across the region while also assuming responsibility for overseeing Aberdeen’s wholesale distribution in the APAC region.

Pictet creates single-family office hub, reshuffles execs

The private bank has handed staff senior roles covering single-family offices and within its investment platform.

EFG Expands Leadership with Industry Expert Karl Nilsen Joining as Vice President of Underwriting

Prior to joining EFG, Karl served as Vice President of Underwriting and Risk Management at Smart AutoCare.

Deutsche Bank makes triple hire in Switzerland

The bank has onboarded Alexandra Skreta and Martin Hediger in Zurich and Yves Rahme in Geneva.

Executive Moves