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Executive Moves

05/28/2025

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.

05/28/2025

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.

05/28/2025

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.

05/28/2025

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.

05/28/2025

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

The Board of Directors has initiated the succession process.

05/28/2025

New head of the SZKB headquarters branch in Schwyz

Claudio Schmidig is an excellent addition to our management team

05/28/2025

Muzinich: Reinforcement for Geneva branch

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

05/28/2025

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

05/28/2025

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.

05/28/2025

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.

05/28/2025

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.

05/27/2025

Former Julius Baer CEO returns

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

05/27/2025

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.

05/27/2025

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.

05/27/2025

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.

05/27/2025

Canaccord Genuity expands Calgary office with senior investment advisor hire

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

05/27/2025

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

05/27/2025

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.

05/23/2025

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.

05/23/2025

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

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Jupiter to cut another £15m of costs in turnaround battle

05-23-2025

Oak Guernsey bolsters leadership team with new client director hire

05-23-2025

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

05-23-2025

Restrictions imposed on wealth management firm Strowz Ltd in response to significant concerns

05-22-2025

NatWest Gets Ready for Life After UK Government Ownership Seventeen years after its bailout, the British bank is preparing for a new era

05-27-2025

Inside Dubai's Emirates Hills, the playground for super rich, celebs and world billionaires like Lakshmi Mittal

05-22-2025

HSBC Launches One-Bank Entrepreneur Programs

05-22-2025

Former Julius Baer CEO returns

05-27-2025

Ashton Thomas Private Wealth Welcomes New Team in San Francisco

05-28-2025

JPMorgan Chase is heading upmarket to woo America’s millionaires

05-28-2025

GSAM bolsters third-party wealth team with key hires

05-28-2025

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

05-28-2025

Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham

05-28-2025

Honoring Excellence: John Cultra's Induction Into Barron's Advisor Hall of Fame

05-28-2025

Boston Multi Family Office recognised in The Sunday Times Best Places to Work 2025

05-28-2025

Equiom appoints Vicky Stables as Managing Director of Jersey office

05-28-2025

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