Managers of Wealth

Beacon Trust Bolsters Team with Four Key Wealth Management Hires

New hires support Beacon Trust’s continued growth and expansion of client advisory services

HSBC names two new China wealth heads

HSBC has reshuffled its wealth management and private banking leadership in China.

Jamie Burgmann joins Aura Group as the Director of Private Wealth

His appointment reflects Aura’s continued focus on providing sophisticated investors with access to differentiated investment opportunities and diversified portfolios beyond traditional asset classes.

Ex-Geneva bank CEO takes over as Gonet chair

Former Banque Cantonale de Genève CEO Blaise Goetschin has a new mandate.

Advisor-focused hires lead latest wave of wealth management leadership moves

Product, recruiting, and client strategy roles dominate latest senior appointments at firms including Franklin, Edwards, Bernstein, Ellevest.

LPL Financial Welcomes Five Star Wealth Planning

They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

Reto Wangler nominated as President of the Bank Council

Urs Rüegsegger will step down as Chairman of the Board of Directors of Zuger Kantonalbank after six years, effective at the upcoming Annual General Meeting.

Janus Henderson hires sales manager from Blackrock

He brings extensive experience to his new role.

Banque Heritage names DPM and Geneva private banking chiefs

Onur von Burg has been promoted to head of private banking in Geneva and Olivier Mulin has joined as head of discretionary portfolio management.

Amundi Names Asia Ex-China Head of Corporate Clients

Based in Hong Kong, she reports to Asia CEO Eddy Wong and Sandrine Rougeron, global head of corporate clients and head of liquidity solutions sales.

Partners Group appoints Pete Zippelius as new Co-Head of Private Equity Health & Life

Pete will be based at Partners Group’s US headquarters and will join the firm in September 2026.

Blaise Goetschin succeeds Nicolas Gonet as Chairman of the Board of Directors

Blaise Goetschin and Serge Robin – respectively Vice-President and Board Member – were elected President and Vice-President. Yves Spörri , CEO of Arab Bank (Switzerland) Ltd., joins the Board as a member.

HSBC Swiss Appoints New CEO from BBVA

He brings more than 30 years of experience in Swiss and international wealth management, most recently serving as CEO of BBVA Switzerland, a position he held for over 12 years.

Fairstone hires first COO in leadership shake-up

He has also held roles at Oliver Wyman, working with major banks including Lloyds, NatWest and Santander.

Markus Habbel Appointed Chief Financial Officer of SIX

With nearly three decades of international experience in finance, strategy, and leadership, he will oversee the company’s global financial operations and support its next phase of growth.

Investec appoints new Head of Offshore Real Estate Lending

Hollie Sleigh will lead a team helping high-net-worth clients with real estate opportunities in the UK and Channel Islands.

AlTi Global, Inc. Announces CEO Transition, Appoints Nancy Curtin as Interim Chief Executive Officer

She succeeds Michael Tiedemann, who will remain available in an advisory capacity to support the transition.

Appointment of two new partners at Cité Gestion

Throughout her career, she has worked at leading financial institutions, including Banco Santander, KBL European Private Bankers and Banque Internationale à Luxembourg (BIL).

Lugano private bank names executive president

Raoul Paglia replaces Marco Tini, who spent a decade as president of the executive board at Axion Swiss Bank.

Change in the management of Schaffhausen Cantonal Bank

The Board of Directors extends its sincere thanks to him for his many years of dedicated service to Schaffhauser Kantonalbank.

Executive Moves