Managers of Wealth

LV= appoints new wealth proposition director

Most recently, she was head of platform proposition strategy at M&G Wealth.

ZEDRA appoints new Group Chief Financial Officer to drive financial strategy and growth

With over three decades of industry experience, Tony joins ZEDRA from The Davies Group, where he held the role of Group CFO for 12 years.

Helvetica puts its trust in targeted expertise: Marc Escher is the new Chief Financial Officer

This personnel decision underlines Helvetica’s strategic focus on financial stability, sustainable growth and operational quality.

IQ-EQ promotes John Legrand to Deputy Group CEO and appoints Richard Surrency as Group CCO

He has an in-depth knowledge of our business and has proven his abilities to build diverse teams, engage the organisation at scale and successfully deliver numerous tech-enabled and employee-focused initiatives.

Brooks Macdonald wealth head exits after less than a year

It is understood that Alex Charalambous left Brooks earlier this year.

Northern Trust Wealth Management Announces Leadership Changes

“These appointments mark an exciting chapter for the business as we accelerate growth and elevate our banking and advisory capabilities to unique market segments

Heiko Beck to oversee Avaloq’s activities in Luxembourg

Beck to take up role as firm’s managing director for Europe from March

JPMorgan UK private banking boss Oliver Gregson exits

Emea private bank CEO Pablo Garnica will take over as UK interim boss until a successor is lined up

Former BOS Europe team head resurfaces in Singapore

The former team head returns to Singapore after more than a year's stint in Luxembourg.

James Dunne Joins FNZ as Managing Director, Client Management and Business Development

James brings an enterprise-focused approach, and an international track record of driving business growth and delivering digital transformation.

Zeno Staub Receives Academic Crown

The election still has to be confirmed by the Cantonal Council in the spring session, which is considered a formality.

BNP Paribas Wealth Management appoints new market head

Alexis Wu joins the French wealth manager from China Merchants Bank International.

Former Deutsche Bank PB North Asia head to join HSBC

The Hong Kong-based industry heavyweight was replaced by an internal hire at Deutsche Bank.

Ex-Zugerberg Finanz RM becomes partner at Zwei Wealth

Thomas Aregger is announced as a partner and wealth officer at the firm.

Titan Wealth International makes raft of key executive promotions

In addition to team director promotion, Andreas Hollas, takes helm as regional director

Apollon Welcomes New Executive Leaders in 2025

Brad Goodman has joined the firm as Chief Technology Officer, backed by two decades of experience in transforming wealth management technologies.

BNP Paribas Appoints New Regional Head for Southeast Asia

In her new role, Karine will lead BNP Paribas’ operations across its five key Southeast Asian markets: Singapore, Malaysia, Indonesia, Thailand and Vietnam.

Coller Expands APAC Private Wealth Team

Her previous experience includes roles at DWS Group, Income Partners Asset Management, Value Partners Group, and China Merchants Securities.

First Republic Ex-Private Wealth Head Taps Old Team for New Firm

Dave Breslin, formerly head of First Republic’s private-wealth unit, is launching GC Wealth.

EFG Private Bank hires Standard Chartered director as UK wealth planning boss

Rajiv Gaglani will head the unit after Ken Chapman left to start his own business after six years.

Executive Moves