Managers of Wealth

Ashton Thomas Private Wealth Welcomes New Team in San Francisco

Together, they will form the Speritas Private Wealth Team, with Mr. Millar as a Partner, Managing Director and Private Wealth Advisor, and Mr. Preziose as a Wealth Advisor.

GSAM bolsters third-party wealth team with key hires

Sabrina Gan, GSAM's Asia Pacific ex-Japan head of third party wealth, is growing her team with two distribution hires.

BNP Paribas WM's market lead for Southeast Asia to exit

The departure comes amid BNP Paribas WM's recent hires from UOB Private Bank.

Equiom appoints Vicky Stables as Managing Director of Jersey office

In this role, she has built strong relationships across the team and developed a deep understanding of the firm's operations, values, and clients.

SIX President Thomas Wellauer ends his term of office at the 2026 AGM

The Board of Directors has initiated the succession process.

New head of the SZKB headquarters branch in Schwyz

Claudio Schmidig is an excellent addition to our management team

Muzinich: Reinforcement for Geneva branch

"I am very pleased to join Muzinich & Co. at such a crucial time for credit markets," comments Della Volpe.

GAM Investments Strengthens European Equities Platform with Appointment of leading Investment Team

Tom O’Hara, Jamie Ross and David Barker join from Janus Henderson to manage flagship GAM Star European Equity and Continental European Equity funds

JP Morgan AM recruits German-speaking Swiss intermediaries lead

Simon Stalder will lead the cantonal banks and intermediaries segment, focusing on Basel, Bern and Zurich.

Jersey Association of Trust Companies names new President

Steve succeeds outgoing President of the Jersey Association of Trust Companies (JATCo) Sarah Bartram-Lora Reina, who had lead the committee successfully over the past 4 years.

Henry Brandts-Giesen appointed global co-chair of Dentons’ Family Office and High Net Worth group

He is general counsel and strategic advisor to single and multi-family offices and family enterprises.

Former Julius Baer CEO returns

Rickenbacher takes over the role from Alex Wassmer , who will remain with the company as Vice President.

StanChart Expands UAE Private Banking Frontline

He has over 25 years of experience across corporate and private banking, including the last 20 years in private wealth management at Julius Baer and ABN AMRO.

Ex-Vontobel executive takes senior post at global asset manager

Rémi Casals has joined First Eagle Investments following senior roles at Vontobel and Aviva Investors.

Appointment of Eric Balmer as Head of Corporate Banking & Trade Finance

He will join the BCGE Group as a member of the Executive Board effective September 1, 2025.

Canaccord Genuity expands Calgary office with senior investment advisor hire

Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move

Two new hires for Deutsche Bank wealth management team

Dormann will lead Private Bank Coverage for Luxembourg and France; Carrera de Manuel will lead Markets Investment Team for Luxembourg

40 Under 40 selector leaves BIL Manage Invest for single family office

Caterina Russo has left the firm, and the city of Luxembourg, for Italian pastures.

Oak Guernsey bolsters leadership team with new client director hire

Oak Group, an international provider of private client, fund administration and corporate services, has welcomed Sam Matthews as Client Director, Trust & Corporate in the Guernsey office.

LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee

New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform

Executive Moves