09/08/2023
Vontobel Wealth Management Appoints Director
Birri will be responsible for driving growth in Latin America.
Executive Moves
09/08/2023
Brookfield Oaktree Wealth Solutions Hires Head of Nordics Region to Support Growing Demand for Alternatives
Brookfield Oaktree Wealth Solutions was formally launched in April 2021
09/08/2023
EFG International announces buyback of own registered shares
The Board of Directors of EFG International has decided to buy back up to a maximum of 6 million own registered shares with a nominal value of CHF 0.50 each.
09/08/2023
MKC Wealth appoints former Quilter head as MD
In 2022, MKC Wealth announced the acquisition of Cheshire-based advisory firm Genuis Wealth Management.
09/07/2023
NatWest appoints ex-Mastercard boss Rick Haythornthwaite as chair
Executive will lead search for new chief after Nigel Farage controversy
09/07/2023
Michael Jensen joins RSA as Senior Specialist Underwriter – A&H
He will report to Laura Fox, Regional Underwriting Manager, A&H, UK Specialty Lines.
09/07/2023
Walker Crips Financial Planning expands with key appointments in the Midlands and South West
They previously worked together at Grant Thornton, alongside Nick Lee and Charles Cavendish who also joined Walker Crips Financial Planning back in 2021.
09/07/2023
Rothschild & Co Zurich private bank boss to retire
The position will be filled by Andreas Feller, who joined the bank from Julius Baer last year.
09/07/2023
Nuveen poaches Morgan Stanley IM Swiss institutional head
The new recruit replaces Christian Leger who moved to Franklin Templeton.
09/07/2023
UBS Hires Ex-UniCredit Executive to Run Wealth Management in Italy
He will keep his role as head of wealth management for UBS Italy
09/07/2023
Julian Gething joins AlixPartners as managing director
Former McKinsey & Company partner Julian Gething brings more than three decades of professional services expertise to the role.
09/07/2023
PGIM picks CEO for new private alternatives arm
Eric Adler is appointed as the CEO of the newly created PGIM Private Alternatives division.
09/06/2023
ABN AMRO intends to appoint Ferdinand Vaandrager as Chief Financial Officer
ABN AMRO will convene an Extraordinary General Meeting at the earliest possible time to introduce Ferdinand Vaandrager prior to his formal appointment.
09/06/2023
Ulf Axman joins Exberry as chief commercial officer
This partnership signifies a milestone in Exberry's ongoing growth and its commitment to collaborating with industry leaders.
09/06/2023
Overall re-appointment process: Federal Council confirms FINMA’s Board of Directors and elects a new member
The Federal Council elected Rene W. Keller as a new and additional member of FINMA’s Board of Directors.
09/06/2023
FINMA CEO Urban Angehrn resigns
The Board of Directors very much regrets this decision and would like to thank Urban Angehrn for his lasting contribution to FINMA during an exceptionally challenging period.
09/06/2023
LOIM manager joins rival to launch healthtech fund
Jérôme Berton will run the new strategy from Cité Gestion which focuses on small and mid-cap stocks.
09/06/2023
Senior portfolio manager exits Credit Suisse for Lombard Odier in Zurich
Former Credit Suisse senior portfolio manager Alexandra Hallen Utterman joins Lombard Odier Group.
09/06/2023
UBS names Zurich-based strategist as CIO France
Claudia Panseri is moving to France for the new role.
09/06/2023
Former SJP staffer hired for newly created research role
He will join SJP on September 12, has nearly 20 years’ of experience in investment management.