01/06/2026
New CEO at Swiss private banking service provider
As CEO, Bernay will drive the further development and transformation of Azqore
01/06/2026
As CEO, Bernay will drive the further development and transformation of Azqore
01/06/2026
The institutional asset management division of the Lombard-Odier Group has a new head of sales for Switzerland.
01/06/2026
Matthias Kottmann is a member of the Executive Board of Basellandschaftliche Kantonalbank (BLKB) and is responsible for the Private Wealth and Financial Advisory division.
01/06/2026
The founder of a national wealth management firm has left the business.
01/06/2026
William’s appointment supports VG’s growth ambition including further expansion into Dublin and the Middle East planned for 2026.
01/06/2026
Newly created director of investment solutions will involve developing tax-advantaged propositions and DFM trading.
01/06/2026
She has acted as trustee for multiple high-value charitable and family trusts and is widely recognised for her leadership in the sector
01/06/2026
Josh joins Senior Fund Managers James Lowen and Clive Beagles, bringing extensive experience in UK equities and portfolio management from Brooks Macdonald and Saunderson House.
01/05/2026
These appointments are effective since January 1, 2026.
01/05/2026
Reto Frei has joined Helvetic Trust as a senior partner.
01/05/2026
Christopher Huwyler and Sebastian Luck have joined Vontobel as relationship managers.
01/05/2026
The management team will be replaced with internal managers, and changes are also taking place at the various locations.
01/05/2026
He subsequently spent almost two decades in the captive insurance sector, becoming CEO of a captive management company and deputy CEO of its parent group.
01/05/2026
Josh Herson’s switch to co-manage the £1.9bn JOHCM UK Equity Income fund continues a period of personnel turnover at Brooks Macdonald.
01/05/2026
The world’s largest asset manager has snapped up a duo from Columbia Threadneedle and Janus Henderson, who are dropping multi-billion-dollar funds as they leave.
01/05/2026
Alex Lennard has decided to leave Ruffer following a year-long sabbatical at the London Business School.
01/02/2026
His appointment underlines our ambition to continuously strengthen audit methodology and empower our teams to deliver exceptional quality.
12/31/2025
Grant Thornton significantly scaled its investment in talent and technology, including data and digital mindset training, and introduced industry-leading reward schemes such as its Employee Benefit Trust and exceptional bonus.
12/29/2025
The appointment remains subject to regulatory approval by the German financial regulator, BaFin.
12/24/2025
The appointment reinforces Nordea’s climate transition capabilities at a time of rising institutional demand for credible, sector-driven transition strategies aligned with global climate frameworks.