Managers of Wealth

Migros Bank Appoints Head of Customer Relations & Experience

Previously, he was responsible for the retail banking business in Northwestern Switzerland.

Jürg Hutter is the new head of corporate clients at Schwyzer Kantonalbank.

With Jürg Hutter, SZKB is filling this key position from within its own ranks, underscoring the quality of its internal succession planning.

Carlos Rodríguez Aspirichaga Is the New Head of Citi Private Bank Mexico

Carlos Rodríguez Aspirichaga will be responsible for driving growth strategies and ensuring financial solutions tailored to the needs of Ultra High Net Worth (UHNW) clients in Mexico

Van Lanschot Kempen Switzerland hires IAM's risk chief

Ex-Reuss Private head of risk and compliance, Maria Maraki, has joined the Dutch firm's Swiss unit as head of compliance.

RBC Brewin Dolphin appoints two wealth managers in Edinburgh

Wealth manager RBC Brewin Dolphin has expanded its Edinburgh office with the appointment of two new wealth managers, bringing its financial planning department to 30 people.

Evelyn Partners recruits ex-pro rugby player to Edinburgh financial planning team

Edinburgh Rugby star Chris Dean will initially take on business development role

Indosuez Strengthens North Asia Leadership With Key Appointment

Based in Singapore, he will oversee growth and strategy across key markets including China, Taiwan, and Hong Kong

Blackstone hires head of European private equity

Blackstone has $1.2 trillion in assets under management.

Geneva IAM welcomes new senior relationship manager

Longstanding employee of Suntrust Investments Yves Pillonel has joined Baseline Wealth Management.

Two Zurich-based family offices are joining forces to arrange the succession.

Two Zurich-based family offices are merging.

JP Morgan Asset Management investment trust head to retire

Simon Elliott takes over as head of investment trusts with Simon Crinage to retire at the end of 2026

Senior Rathbones duo exit

Chief investment counsul Chris Hills and head of strategic partnerships Simon Taylor have left the business.

First Citizens Names Erin McCaskill as New Wealth Leader in Atlanta

Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.

Pictet Asset Management appoints Benjamin Becker as Head of US ETF Distribution

Mr. Becker brings more than a decade of experience in the ETF and wealth management industries.

UBS Welcomes Financial Advisor Bryan Davidson in Scottsdale, Arizona

He brings a strong focus on personalized, goal-oriented wealth planning and investment strategies.

Quilter Cheviot hires corporate and entrepreneurial client development head

He joins Quilter Cheviot from Rathbones where he was head of business development for its Greenbank sustainable investment arm and previously led its private client and charity growth strategy.

BNP Paribas Wealth Management Strengthens Asia Leadership with Senior Hires from UBS, Credit Suisse and Others

In September, Kah Yi Chung joined as Head of Private and Alternative Investments Asia, bringing 20 years of experience from HSBC and other global firms.

Ocorian appoints Paul Smith as Client Director in Guernsey

He brings significant expertise in fiduciary investment oversight and the management of complex trust structures, along with a strong understanding of private client needs across multiple jurisdictions.

UBS veteran in French-speaking Switzerland retires

The dual role will be shared between two experienced managers.

Alexandre Stumm becomes Head of Sales and Private Client Advisory

With his many years of experience in providing comprehensive private client services, he will also assume the role of Head of Private Client Advisory.

Executive Moves