05/09/2023
Nucleus appoints Heather Hopkins to chair advisory board
She will join Nucleus’s board as its remit is widened to include advisers using the James Hay platform.
Executive Moves
05/09/2023
Lombard Odier names open architecture fund selection head
The appointment takes place a year after a mass exodus from the open architecture team, when four fund buyers left.
05/09/2023
Vontobel chair among three new Six board members
Following resignations, the Six board of directors is bolstered by arrivals from Vontobel, Pictet and Raiffeisen.
05/09/2023
Close Brothers hires Investec Wealth investment manager
He joins after seven years at Investec Wealth, where he was most recently an associate investment director.
05/09/2023
Alvarez & Marsal Taxand U.K. expands fund taxation offering with senior hire
This strategic hire, in the firm’s growing Tax practice, reflects the team’s significant growth over the last few years, and demonstrates the firm’s intent to become recognised as the market leading independent funds tax practice.
05/08/2023
Julius Baer reshuffles Swiss intermediaries top team
The bank has appointed a new head of intermediaries for German- and Italian-speaking Switzerland.
05/08/2023
Michel Yigit appointed Head of External Asset Managers Switzerland and member of the Executive Board of LGT Bank Switzerland
Michel Yigit is a proven expert in the EAM business and has many years of experience in the Swiss asset manager community.
05/08/2023
Cynergy Bank appoints Chief People & Culture Officer
She will also focus on diversity and inclusion to ensure equitable and inclusive treatment of all team members.
05/05/2023
EFG Hires Ex-Credit Suisse NRI Bankers in Zurich
Both of the new appointees, who will cover the global non-resident Indian (NRI) market, will report to Francois Farjallah, head of private banking in the Middle East.
05/05/2023
Zurich asset manager Lumen hires two senior private bankers from Syz
Both have more than 30 years of experience.
05/05/2023
Ostrum hires former French regulator
In her new role, Casano will sit as a member of Natixis Investment Management affiliate’s executive committee, reporting directly to chief executive Philippe Setbon.
05/05/2023
Evelyn Partners bolsters Bristol team with two financial planning appointments
Prior to that he spent more than three years as a Director of Hodge Bakshi Wealth Management.
05/05/2023
Revolut chairman joins Manchester FinTech
Aberdeen Asset Management founder Martin Gilbert is joining the board of ambitious payments platform Total Processing
05/05/2023
Promotions at Julius Baer
They have all contributed to the success of the business and the level of client service that sets us apart.
05/05/2023
Director Appointment: Welcoming Paul Rondel
Paul joins us from the private wealth division of IQEQ
05/05/2023
Cynergy Bank names chief people and culture officer
She will also prioritise diversity and inclusion to ensure that all team members are treated fairly and equally.
05/04/2023
Amati and LGIM funds retain Square Mile ratings despite departures
River & Mercantile strategy joins Academy of Funds
05/04/2023
Manulife Investment Management makes senior hire from Credit Suisse
Andrew Arnott and Colin Fitzgerald
05/04/2023
Roman Studer becomes SBA’s new CEO
He has been Head Governmental Affairs Switzerland at UBS since 2018, with a remit covering all regulatory and economic policy developments in Switzerland that are relevant to the bank.
05/04/2023
FinaMaze appoints Michael McManus-Schouchana to lead European expansion
Prior to joining FinaMaze, he held the position of regional partner manager at Temenos, where he oversaw Western and South Europe.