04/02/2026
Priority Wealth Planning supports individuals, families and business owners across Yorkshire, providing advice on wealth management, retirement planning and inheritance tax strategies.
04/02/2026
He will be based in Zurich and report to Marc Theis, Head of Switzerland & Liechtenstein
04/02/2026
The appointment was made as the Foundation scales its ambition to facilitate access to quality jobs and opportunities for young people in response to the growing youth employability gap
04/02/2026
He will also join the executive leadership team of Quanta Group, Copia’s parent company, to develop the discretionary fund management proposition within the wider Group.
04/01/2026
The promotions take effect from 1 April 2026.
04/01/2026
The appointments add two senior figures as Hyperlayer looks to expand internationally.
04/01/2026
He began his career at Merrill Lynch and Moelis & Company, focused on Technology, Media & Telecoms (TMT) investment banking.
04/01/2026
Former Banque Cantonale de Genève CEO Blaise Goetschin has a new mandate.
04/01/2026
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.
04/01/2026
He brings extensive experience to his new role.
04/01/2026
He will also be responsible for deploying Infinian’s increasing suite of solutions, including identifying and integrating differentiated data available in the market to address evolving client needs.
04/01/2026
Onur von Burg has been promoted to head of private banking in Geneva and Olivier Mulin has joined as head of discretionary portfolio management.
04/01/2026
Pete will be based at Partners Group’s US headquarters and will join the firm in September 2026.
04/01/2026
He brings more than 30 years of experience in Swiss and international wealth management, most recently serving as CEO of BBVA Switzerland, a position he held for over 12 years.
04/01/2026
He will focus on strengthening investment processes
03/31/2026
He has also held roles at Oliver Wyman, working with major banks including Lloyds, NatWest and Santander.
03/31/2026
With nearly three decades of international experience in finance, strategy, and leadership, he will oversee the company’s global financial operations and support its next phase of growth.
03/31/2026
Hollie Sleigh will lead a team helping high-net-worth clients with real estate opportunities in the UK and Channel Islands.
03/31/2026
Throughout her career, she has worked at leading financial institutions, including Banco Santander, KBL European Private Bankers and Banque Internationale à Luxembourg (BIL).
03/31/2026
Raoul Paglia replaces Marco Tini, who spent a decade as president of the executive board at Axion Swiss Bank.