Managers of Wealth

Zurich multi-family office appoints entrepreneur to board

Sonja Schmid, founder of Dianoia, has joined Freigeist Asset Management's board of directors.

EFG names new Asia head of investments

The Swiss bank has appointed a new Asia head of investments through an internal promotion.

BUX appoints Marlou Jenniskens as new CEO

Within her new role, Jenniskens will also oversee the development of BUX’s savings proposition

Clarion Wealth Planning appoints new MD

“I’m delighted we are all collectively thriving in this new era, and the future is secured under the leadership of John.”

Raymond James taps ex-Legal & General executive for CPO role

Kay joins from Legal & General Investment Management where she was global HR director.

Schroders appoints first Head of ETFs as ETF franchise surpasses $1bn AUM

The announcement of Tom’s appointment to this newly created role also swiftly follows the launch of Schroders’ first two active ETFs in Europe earlier this year.

New Head of Corporate Client Advisory

His extensive expertise and many years of experience will further drive the successful development of the division.

PKB Private Bank CIO to join Cornèr Banca

Sascha Kever is set to join the bank as chief investment officer on 16 January 2026.

ZKB appoints new Head of Real Estate Transaction Management

He succeeds Daniel Stoll , who is leaving the bank after approximately 15 years at his own request to become self-employed

Marylaure Baechler resigns from her position as a member of the FKB's Executive Board

The management will ensure a smooth transition of leadership in the coming weeks and will provide information about the new management at a later date.

Raymond James brings in LGIM director to steer Charles Stanley tie-up

The firm says Martina Kay will be 'critical' for unifying the culture of Charles Stanley and Raymond James Investment Services.

Election of Bernadette Koch to the Board of Directors planned

With the nomination of Bernadette Koch, LUKB strengthens its Board of Directors with an experienced professional from the field of auditing.

Citi boost FX team in Japan, JANA, and Asia South with new hires

New hires include a head of corporate FX sales in India and three director-level hires.

Cetera Financial Specialists adds Callero Capital Management

Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.

Lugano private bank names CIO

PKB Private Bank has named Loris Centola as its new CIO.

ZEDRA welcomes Aoife Habben as Chief People Officer

Aoife joins ZEDRA with over two decades of experience in dynamic, high-growth environments, having held senior HR leadership roles

Leadership transition for Lombard Odier’s activity in French-speaking Switzerland

Based in Lausanne, he will lead the offices in Lausanne, Fribourg, Vevey and Verbier, succeeding Stéphane Pedraja, Capital Partner, as part of a long-standing transition plan.

Lazard Bolsters Global Industrials Practice by Adding Three New Managing Directors

These appointments further strengthen Lazard’s market-leading global Industrials franchise, which advises clients across diversified industrials, building products, chemicals, paper & packaging, transportation & logistics, industrial technol

M&G veteran fund manager to retire after 20 years

Andrew has spent 20 years at M&G and nearly four decades in the investment industry.

KGI Bank Appoints Citi Veteran Vivian Leung as Head of Advisory

Vivian Leung has 20 years of investment & private banking experience at Citi Private Bank, Julius Baer & CITIC Frontier China Research.

Executive Moves