Managers of Wealth

Former BOS Europe team head resurfaces in Singapore

The former team head returns to Singapore after more than a year's stint in Luxembourg.

James Dunne Joins FNZ as Managing Director, Client Management and Business Development

James brings an enterprise-focused approach, and an international track record of driving business growth and delivering digital transformation.

Zeno Staub Receives Academic Crown

The election still has to be confirmed by the Cantonal Council in the spring session, which is considered a formality.

BNP Paribas Wealth Management appoints new market head

Alexis Wu joins the French wealth manager from China Merchants Bank International.

Former Deutsche Bank PB North Asia head to join HSBC

The Hong Kong-based industry heavyweight was replaced by an internal hire at Deutsche Bank.

Ex-Zugerberg Finanz RM becomes partner at Zwei Wealth

Thomas Aregger is announced as a partner and wealth officer at the firm.

Titan Wealth International makes raft of key executive promotions

In addition to team director promotion, Andreas Hollas, takes helm as regional director

Apollon Welcomes New Executive Leaders in 2025

Brad Goodman has joined the firm as Chief Technology Officer, backed by two decades of experience in transforming wealth management technologies.

BNP Paribas Appoints New Regional Head for Southeast Asia

In her new role, Karine will lead BNP Paribas’ operations across its five key Southeast Asian markets: Singapore, Malaysia, Indonesia, Thailand and Vietnam.

Coller Expands APAC Private Wealth Team

Her previous experience includes roles at DWS Group, Income Partners Asset Management, Value Partners Group, and China Merchants Securities.

First Republic Ex-Private Wealth Head Taps Old Team for New Firm

Dave Breslin, formerly head of First Republic’s private-wealth unit, is launching GC Wealth.

EFG Private Bank hires Standard Chartered director as UK wealth planning boss

Rajiv Gaglani will head the unit after Ken Chapman left to start his own business after six years.

Leonteq appoints Christian Spieler as CEO

He started his career working in various derivatives roles at JP Morgan, where he advanced to senior leadership positions with responsibility for the DACH region.

Stephan Meier becomes partner at ZWEI Wealth

He has broad experience on the investment side as well as in product development and sales.

JP Morgan UK private bank head Gregson exits

Oliver Gregson has left after an eight year stint, with a search underway for his replacement.

Thurgauer Kantonalbank hires external asset managers head from fellow cantonal bank

Simone De Solda joins TKB as the head of external asset managers.

Quilter adds a further four firms to its network

These appointments follow the recent addition of eight other AR firms that joined Quilter’s advice network in December 2024.

Evelyn Partners strengthens employee solutions offering with Manchester tax partner appointment

In her new role as tax partner, Julie will act as a trusted adviser to businesses of all sizes, on the complexities of employment tax and compliance.

Oakglen Wealth appoints Jersey office Compliance Lead

In this piece we bring to you the news regarding our recent employee appointment of Charlotte Larbalestier, to Head of Compliance, as we continue to grow our team in Jersey.

Savvy Taps New Growth Officer to Bolster RIA Push

The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.

Executive Moves