Managers of Wealth

Christian Mähr takes over Head of Corporate Development & People at PostFinance

The Board of Directors of PostFinance has elected Christian Mähr as the new Chief Development and People Officer and a member of the Executive Board.

Schroders Wealth Management appoints two new top positions

The wealth manager is appointing a new European head and a new president for the Swiss unit.

Klay Group appoints Srajan Gupta as Director, Multi-Family Office

In this role, Srajan Gupta will report to Achal Aroura, Head of MFO and will focus on strengthening Klay Capital’s multi-family office platform

Microsoft Switzerland appoints Reinhard Nissl as HR Director

He succeeds Shipra Singh, who has assumed a new position within Microsoft as HR Director for Enterprise Partner Solutions.

BNY Investments names new global distribution head

The sales head for BNY's multi-boutique joins from American Century Investments and will be based in New York.

Isola Capital Appoints Lionel Neave as Wealth Management CIO

Over the past five years, he has successfully managed a range of Isola Capital’s liquid strategies, which have delivered strong performance despite volatile market conditions.

Truist appoints new leadership for Truist Wealth and Premier teams in Texas

Truist Wealth names Joe Levi North Texas Regional Managing Director, hires Erik Carrington as Houston and Central Texas Regional Managing Director

SEI Appoints Chief Revenue Officer for U.S. Private Banking Business

Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth

Jefferies Switzerland brings in fixed income specialists from Barclays

Barclays appointed an Executive Director for Fixed Income in Switzerland just last July. After just three months, he left.

Roberto Hoornweg to lead Corporate & Investment Banking at Standard Chartered

Roberto, previously Co-Head, CIB alongside Sunil Kaushal, takes up the role following Sunil’s decision to retire after 27 years with the Bank on 31 March, 2026.

Stonehage Fleming Appoints Mark Swart As Head Of Family Office Division, Isle Of Man

Mark will take responsibility for leading Stonehage Fleming’s Family Office business on the Isle of Man.

Goldman Sachs taps ex-Invesco specialist to head Swiss ETF distribution

Dimitri Bellas has joined Goldman Sachs as the head of ETF distribution Switzerland, after leaving his Invesco role a few months prior.

BNP Paribas WM bolsters ME private banking team with four senior hires

The bank continues to expand its regional footprint to support the evolving needs of clients across the region.

Lighthouse Canton Strengthens Key Clients and Institutions' Business with Senior Appointments in Singapore

These senior appointments reflect the company's continued expansion of its cross-border advisory and capital solutions platform.

Former Julius Baer Team Head Luke Hui Joins UOB Private Bank Singapore

His move follows Julius Baer’s global restructuring earlier this year, which saw management layers and team leader roles reduced under CEO Stefan Bollinger’s consolidation plan.

Davidson Hospitality names EVP & managing director for luxury & international division

Quickly thereafter, he assumed responsibility for the hotels division, dedicated to managing heritage brand assets.

Rothschild & Co appoints James Morrell as CEO of UK Wealth Management business. Current CEO, Helen Watson, becomes Chair

Both roles will be effective 1 January 2026, subject to regulatory approval.

Ex-Lombard Odier team leader joins Geneva wealth manager

Julien Gautheret has joined Alkimia as the head of Franco-Swiss wealth management, following senior roles at Lombard Odier and UBS.

BNP Paribas stalwart joins Lugano private bank

Francesco Gargano has joined PKB Private Bank at its headquarters in Lugano.

Investec Bank appoints portfolio manager in Zurich

International asset manager Investec is strengthening its team in Zurich. The newly appointed Senior Portfolio Manager joins from Schroders.

Executive Moves