Managers of Wealth

FNZ strengthens executive leadership team with key appointments

His leadership will support FNZ’s next phase of expansion across the United States and Canada, driving the new business pipeline, strengthening client partnerships and delivery execution, while contributing to FNZ’s continued global growth.

Goldman Sachs appoints Swiss PWM capital markets chief

The global bank has also onboarded ex-UBS relationship manager Andy Schwyter.

Surprising Departure at Lombard Odier in Zurich

She, who has led the Zurich office for the past two years, will leave the institution at the end of this month.

Bank Syz recruits ex-IAM CIO as equities head

Florian Marini assumed the role at the beginning of the month, following over a decade at Bruellan.

Cité Gestion Welcomes Johan Leën

He previously held senior leadership positions at PKB and KBL Swiss Private Banking in Geneva, as well as at BIL Suisse, where he was Head of West Europe & EAM Geneva.

David Albright Named Global Head of Sales for Northern Trust Wealth Management

He will report to Wealth Management President Jason Tyler.

Standard Chartered Appoints Lead for Digital Assets in Asia

This comes in addition to his current role as global head of the official institutions group as part of the bank’s global research team.

Canaccord Wealth boosts IFA Team with Chief Distribution Officer appointment

Antony Champion joins as Chief Distribution Officer

Charles Russell Speechlys Strengthens Swiss Tax Capabilities with Appointment of Frédéric Ney in Geneva

He advises UHNW families on cross-border planning and brings corporate tax experience across reorganisations and M&A, financing structures and incentive plans.

The General Management welcomes Esa Battaglia

She was entrusted with leading the Risk Department

Zennor hires Baillie Gifford Senior Executive as first CEO

The appointment comes with Zennor cementing its position as a leading specialist investment boutique.

Evercore Wealth Management Promotes Sean Brady to Partner

Mr. Brady works with senior executives, private equity principals and families, delivering integrated strategic wealth planning and fiduciary services.

Key Private Bank Expands Capital Region Team with Two Experienced Wealth Management Professionals

Both will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.

Iress fills APAC wealth role from within

Sam Wall has stepped into the role of acting chief executive, succeeding Kelli Willmer, who has left the company after more than a decade.

Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer

He will also help identify and evaluate new markets and product opportunities, ensuring the company’s strategy remains aligned with the industry’s rapidly changing landscape.

Gerald Podobnik appointed Global Co-Head of the Corporate Bank

He will replace Ole Matthiessen who is leaving the bank to pursue other opportunities.

Nuveen expands role of Swiss wealth boss after departure

The asset manager promotes Michele Perone to head of wealth Switzerland and Southern Europe and Christina Volkmann to head of DACH.

Advisor moves: Raymond James lands $800M New York team, Farther adds $185M team in Georgia

Recruiting activity continues as firms target experienced teams and tech platforms.

Schroders appoints Rachel Harris as Head of UK Institutional

Prior to joining Schroders, she held positions at Aviva Investors, Janus Henderson and Credit Suisse First Boston.

New head of investment management for SuMi Trust AM in London

Existing head returns to Tokyo to lead global business growth

Executive Moves