04/23/2025
UBS Global Family Advisory Co-Head Steps Down
Ang worked at Credit Suisse for more than 15 years, last as its global head of family office services.
Executive Moves
04/23/2025
Swiss Re appoints Bernhard Kaufmann Group CRO as Patrick Raaflaub retires
He will join Swiss Re on 1 October from Helvetia
04/23/2025
Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Alex will join Evelyn Partners at the end of April and will work closely with Scott Kirk, Interim CFO, to ensure an orderly handover.
04/23/2025
Digital wealth platform Vennre names Ahmed El-Sharkasy as new CPO
Vennre plans to expand into Saudi Arabia and will soon announce new C-suite and advisory board appointments.
04/23/2025
Sarah Dunnage to step down as Ardan International CEO
Steve Weston will take over as CEO in June
04/17/2025
LGT Switzerland names new Geneva head
Bertrand Merkli, who succeeds Pascal Bourqui, is head of Swiss markets at LGT Bank Switzerland and will retain this role.
04/17/2025
Basel-based Top 50 IAM hires part-time senior PM
Charisma Stiftung analyst, Andreas Borer, has joined Tareno as a senior portfolio manager to further develop its stock selection process.
04/17/2025
Doris Bianchi becomes new Director of the Federal Social Insurance Office
The doctor of law and social insurance expert succeeds Stéphane Rossini, who will leave the FSIO at the end of June.
04/17/2025
Capital Union Bank Welcomes New Chief Executive Officer Michael Paton, as Patrick Zbinden Takes Group Leadership Roles
Capital Union Bank announces the appointment of Michael Paton as Chief Executive Officer effective May 1st, 2025.
04/17/2025
Pictet Wealth Management signs MD from Rothschilds
Annick Crisford joins Pictet wealth management as managing director
04/17/2025
Principal AM bolsters French real estate distribution team
Prior to joining Principal, both Julien and Léa worked at Praemia REIM.
04/16/2025
LFDE Appoints Anne-Sophie Girault to Drive International Expansion
La Financière de l’Échiquier (LFDE) names new Head of International Development as it targets accelerated European and global growth.
04/16/2025
Raymond James loses UK wealth boss Paul Abberley
Kim Jenson has been brought in from Raymond James’ US private client business as interim chief executive until a permanent CEO is recruited.
04/16/2025
NatWest Group appoints new Managing Director to lead Investment Products & Solutions for its Wealth Businesses
He will join the bank on 1 September with over 30 years of experience in the private banking and wealth management industry, having held senior positions at both HSBC and UBS.
04/16/2025
Citi announces Carmen Haddad will join Citi Wealth in a senior capacity
Serving as Vice Chair, Citi Private Bank
04/16/2025
RSM UK announces three new tax heads
Helen Relf, Rowena Cliffton and Martin Cooper take on the roles.
04/15/2025
NatWest hires wealth MD from HSBC Private Bank
Jan-Marc Fergg will oversee NatWest’s investment management proposition, including within Coutts.
04/15/2025
Marc Hoffmann named Intesa Sanpaolo WM’s board chair
Marc Flammang has been confirmed as CEO and chairman of the executive committee.
04/15/2025
Hedge fund appoints seasoned private bank executive as chair
Vigama Capital has made two new board appointments.
04/15/2025
Blue Earth Capital AG appoints Philipp Müller as Chief Executive Officer
Prior to BlueOrchard, Mr. Müller was Senior Vice President of Investment Solutions at Partners Group, where he oversaw investment strategies and tailored solutions for institutional clients.