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Executive Moves

06/03/2024

Top 50 IAM hires Thomas Wille as CIO exits for Swiss Re

Tatjana Puhan has left Copernicus Wealth Management to become head of asset allocation at Swiss Re.

06/03/2024

Secondaries manager opens Swiss branch under ex-UBS wealth expert

Boris Maeder joins the secondaries specialist as head of international private wealth distribution and will run its new office in Zurich.

06/03/2024

Zurich sends the next manager for the CEO position at Orion

She has one thing in common with her predecessor: she also comes from Zurich Switzerland.

06/03/2024

New Key Client Team at the BEKB location in Gstaad

With their extensive and long-standing experience, they will further develop BEKB's private banking offering.

06/03/2024

Kurt Fuchs announces resignation at the end of May 2025

He had already announced this when he took over the CEO position from Hansruedi Köng in March.

06/03/2024

M&G appoints Matt Robinson to lead its International Life Insurance Business

Matt joins M&G’s Life business, led by Clive Bolton.

06/03/2024

Tyndall appoints new investment director

More recently, he has held investment-director positions at Brewin Dolphin and EFG Harris Allday.

06/03/2024

Two managers exit as Jupiter closes global convertible bond fund

Makeem Asif and Lee Manzi leave Jupiter, the latter departing after 14 years, as the firm flags a lack of demand for the asset class.

06/03/2024

Hoxton Capital creates head of creative role to help drive growth

Oakes will also lead the creation of an educational platform to help inform and attract clients and a financial adviser academy to attract new advisers into the profession.

05/31/2024

Saxo Appoints Andrew Bresler as CEO of Saxo Markets UK Ltd

Most recently, Andrew served in a range of leadership roles at InvestCloud, helping drive regional growth and overseeing daily operations from Singapore across APAC.

05/31/2024

State Street appoints head of institutional for Italy

In 2022, he assumed a senior institutional sales role in Amundi ETF after the firm merged with Lyxor Asset Management.

05/31/2024

Revealed: Investec W&I hires trio for Glasgow as DFM head exits

David Kerr is leaving Investec W&I after nearly a decade, but former Abrdn, Evelyn and Morgan Stanley employees are joining the firm’s Glasgow base.

05/31/2024

PFS appoints first independent chair

He will be joined on the PFS board by two new directors

05/31/2024

iprism appoints Victoria Blanche as Private Clients Manager

In this new role, Blanche’s remit will include managing iprism’s dedicated private clients team that covers high-value and non-standard UK properties.

05/31/2024

Gen II Announces Latest Senior Appointment To Its Growing European Team

Previously, he was employed by a major global bank.

05/30/2024

Sidley Hires Finance Partner Ben Thompson in Further Expansion of its Global Energy and Infrastructure Practice

Sidley is an elite global law firm

05/30/2024

Ocorian appoints Chief Financial Officer

Prior to joining Ocorian, he was Group CEO and Group CFO at Cabot Credit Management.

05/30/2024

Swiss Life AM hires AA-rated fund manager from Fisch

Maria Stäheli joined Swiss Life Asset Management’s credit team in April.

05/30/2024

UBS announces changes to Group Executive Board

The next significant milestones in UBS’s integration of Credit Suisse are the merger of UBS AG and Credit Suisse AG

05/30/2024

Liontrust appoints Head of the Global Equities team

The team is taking on the management of a range of Liontrust global equity funds

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