Beacon Trust Bolsters Team with Four Key Wealth Management Hires
New hires support Beacon Trust’s continued growth and expansion of client advisory services
Executive Moves
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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.
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.
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.
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.