Managers of Wealth

7IM Bolster Investment leadership with appointment of Co-Chief Investment Officers

Together, they will lead the firm’s investment strategy, client communication and propositional development, as 7IM continues to scale and integrate recent acquisitions.

UBS GWM Appoints New NRI Head in Dubai

Bächli is expected to relocate from Singapore to take up the position, where he will oversee one of the firm’s most strategically important client corridors—linking Asia and the Middle East.

BCGE – Nicolas Mougeot appointed Chief Investment Officer

He will be part of the Wealth & Asset Management division

Bank Council elects Michel Degen as new CEO of Schwyzer Kantonalbank

The former Chief Financial Officer (CFO) and Deputy CEO had already led the bank ad interim since the end of February 2025.

Fürstenbank gets new Head of Private Banking

Pernet joined GKB in January 2023

TrinityBridge announces new CEO

He will be replaced by Nigel Stockton, an industry veteran with many years of experience.

UBS GWM names new Dubai-based NRI head

The bank's new NRI head will oversee the increasingly important corridor between Asia and the Middle East.

HSBC Names Wealth Solutions Head in Singapore

HSBC has appointed Ishan Sarkar as head of wealth and premier solutions for Singapore

Farzad Billimoria to join Barclays as Head of Private Bank for the UAE

Farzad Billimoria appointed to lead and accelerate PB’s growth ambitions in the UAE

Tech CU Hires Robyn Zach as VP, Senior Private Banking Relationship Manager

Robyn to Support Growth in Private and Commercial Banking In the Bay Area and Emerging Markets

Asset manager's comms chief exits for Basel Chamber of Commerce

Head of communications at Remaco, Maria Berger, is beginning a new role at the Basel Chamber of Commerce next month.

Marcel Oertle becomes new CEO of myky AG

He will be succeeded by Marcel Oertle, Head of BEKB's Private and Business Customers Department.

Brainvest Wm names the Head of US Growth

Brainvest Wealth Management has tapped industry veteran Gareth Evans to lead its U.S. expansion, signaling a bold push into the North American ultra-high-net-worth market.

Elevation Point Stakes $2.5B Breakaway Team That Left UBS

The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space.

FP Canada appoints new chair and board members

Seasoned professionals take on new roles

TPT Investment Management appoints Nick Stacey as new Senior Investment Manager

Nick will be responsible for enhancing TPTIM’s research activities, continuing to develop its private market investment strategy.

Exits in SJP’s investment team under redundancy programme

Andrew Shaw, the firm's director of investment consultancy, is one of around 500 redundancies at the advice giant.

CapWealth Embraces Multifamily Office Model With Addition of Blake Harrison

Harrison’s deep tax planning expertise positions $1.7B RIA for continued growth to serve clients with complex needs

UBS taps Allianz GI Asia head Desmond Ng to lead Asia-Pacific asset management unit

Ng, who has nearly three decades of asset management experience, joins UBS from Allianz Global Investors, where he was the head of Asia Pacific.

Two new members on the Foreign Banks Board

The association continues to be headed by Adrian Nösberger , CEO of Schroder & Co Bank, as President, and Raoul Oliver Würgler as Managing Director.

Executive Moves