Managers of Wealth

Changes to the Board of Directors of Julius Baer Group

After concluding a period of transition for Julius Baer over the last two years, she leaves the organisation in a stronger position and has decided that now is the right time to retire from the Board at our 2026 AGM.

JAR Capital Group Appoints Francois R. Farjallah as Vice Chairman

Senior private banking executive with over 30 years of cross-jurisdictional experience joins JAR Capital Group Board.

Geoff Lloyd to lead Perpetual wealth spin-off acquired by Bain

Lloyd tells Professional Planner that he expects his role to be longer term, and the goal during his tenure is to stand up the business and invest for growth.

UBS AM adds to China equities team

Raymond Ma joins UBS Asset Management from Invesco.

Syz Bank executive exits

The private bank is searching for a replacement chief operating officer.

Geneva CIO takes senior family office post at Barclays

The bank hires Belal Mohammed Khan as it expands its coverage of the UAE.

Aberdeen Adviser CEO Noel Butwell to step down after two decades

He will remain in the role in the coming months while the company completes the process of appointing a successor.

BlackRock Expands James Verner’s Role to Lead Aladdin Business Development in APAC

In his new role as APAC Head of Aladdin Business Development, he will lead initiatives to expand the firm’s Aladdin Enterprise and Aladdin Wealth offerings across the region.

David Conde, New Country Manager of BBVA Switzerland

This appointment is subject to the corresponding regulatory approvals.

Barclays Private Bank Monaco confirms Olivier Franceschelli as CEO

Olivier Franceschelli joined Barclays in May 2020 and has been credited with strengthening the bank’s client proposition and culture in Monaco during his time as interim CEO.

UBS hires ex-HSBC private banking exec in Geneva

The group has been sharpening its focus on emerging market wealth pools, including the Middle East and North Africa.

Lioner Adds 50-Year Wealth Planning Vet as Strategic Advisor

In the role, he will act as a trusted counsel to the firm’s leadership team to provide strategic insights on long-term positioning, service development and expansion opportunities.

DBS Appoints Thiyachai Chong as Head of Private Banking and Affluent Wealth Management in Thailand

The appointment follows a recent leadership reshuffle at DBS Vickers Securities Thailand, which saw Sukit Jaratchaiwanna promoted to CEO.

Adrish Ghosh appointed as Head of Barclays Private Bank for India

He will lead and accelerate Private Bank’s growth ambitions in India

ANZ names Tammy Medard as group executive business & private bank

Medard will join the executive committee.

FGS Global Brings in Former HSBC Banker as Senior Advisor

Richier brings more than 35 years of senior leadership experience in global corporate and investment banking.

Mattioli Woods appoints investment product managing director

Taylor will lead the continued development of the firm’s investment product capabilities and platform strategy

Shock at Zurich Switzerland – CEO Steps Down

The Chief Executive Officer of Zurich Switzerland is stepping down from his position with immediate effect.

BNY Markets faces leadership restructure

The firm also reveals Jason Vitale, executive platform owner (EPO) and global head of Execution Services, will assume responsibility for BNY Markets’ Buy-Side Trading Solutions business.

Syz Bank appoints head of equities

Marini has 25 years of experience in wealth and asset management, serving private and institutional clients, with a longstanding focus on equity investment strategies.

Executive Moves