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Executive Moves

10/07/2025

New Board Role for Inventx Co-Founder Gregor Stücheli

With Gregor Stücheli's appointment, the Selise Group aims to expand its footprint in the insurance and banking sectors.

10/07/2025

Rothschild & Co appoints James Morrell as CEO of UK Wealth Management business. Current CEO, Helen Watson, becomes Chair

Both roles will be effective 1 January 2026, subject to regulatory approval.

10/07/2025

Ex-Lombard Odier team leader joins Geneva wealth manager

Julien Gautheret has joined Alkimia as the head of Franco-Swiss wealth management, following senior roles at Lombard Odier and UBS.

10/07/2025

BNP Paribas stalwart joins Lugano private bank

Francesco Gargano has joined PKB Private Bank at its headquarters in Lugano.

10/07/2025

Wealthtime adds three senior hires to drive growth

The platform has recently seen several senior departures

10/06/2025

Monte dei Paschi picks CEO of fund manager Anima to lead Mediobanca

The 16 billion euro ($19 billion) stock-and-cash deal was met with investor scepticism when it was announced in January, due to MPS's smaller size and the two banks' different business models.

10/06/2025

Appointments: Lothian hires chief operating officer

He has also spent time lecturing at Napier University and has held leadership roles at Martin Currie and Standard Life.

10/06/2025

Cramer names private banking chief and chair

Banque Cramer has recruited Fabian Käslin as head of private banking and Reto Kunz as chair of the board of directors.

10/06/2025

Schroders Wealth Management announces new hires to drive global growth

These appointments reflect both our ambition and our intent.

10/06/2025

Former RBC Brewin Dolphin research head joins Titan Wealth

Michael Paul joins Titan as an associate director after 11 years with RBC Brewin Dolphin.

10/06/2025

Rothschild & Co Bank International welcomes Banking Services Business Development Executive in Guernsey

We are delighted that Andrew has joined us as we continue to grow our Banking Services business

10/03/2025

Schroders WM boosts leadership team with six hires

The wealth manager has made five new hires from HSBC private bank, Citi and Aviva as new CEO Oliver Gregson makes his mark on the firm.

10/03/2025

MAPFRE AM appoints Ismael García Puente as the new Deputy Director of Investment Strategy

He will also continue to assume responsibility for managing the wealth manager networks and life insurance portfolios as well as liaising with customers.

10/03/2025

Aztec names European desk head

In this role, the executive will lead U.S.-based efforts focused on covering North American Managers

10/03/2025

Robert Lawrie joins the BCL Partnership

This appointment recognises his significant contribution since joining the firm.

10/03/2025

International fund specialist has new Swiss boss

Carne wants to expand its position here – and has brought in a new Swiss boss to do so.

10/03/2025

JM Finn adds another Investec W&I manager to new court of protection arm

Tom Cheesman reunites with former Investec colleague, Jonathan Taylor, at the wealth firm's new division.

10/03/2025

Leadership Transition Announced at LGT Wealth Management UK

He knows LGT inside out, and as a member of the LGT Wealth Management UK Governing Board

10/03/2025

Carne Group appoints CEO for Swiss business

There has also been a rise in headcount for Carne’s Swiss team.

10/02/2025

LGT Wealth Management co-founder and CEO Ben Snee to depart

Heinrich Henckel will succeed Ben Snee and is expected to remain in post for two to three years while a more permanent succesor is sought.

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