04/13/2023
Waverton hires Evelyn partner as portfolio manager
Revealed: Roger Haxton has joined Waverton after almost two decades at Evelyn Partners, where he was a partner.
Executive Moves
04/13/2023
Nucleus appoints Mark Hastings as Group Finance Director
Prior to this he was Finance & Risk Director at Ascentric for 14 years, and also held a number of senior finance roles at Credit Suisse First Boston.
04/13/2023
Raiffeisenbank Luzern poached at Zuger Kantonalbank
Schmidiger takes over from Ursula Götschi , who is leaving the company after twelve years and retiring early.
04/12/2023
DWS’ Switzerland head hands over multi-asset unit role
Active business head Vincent Vedda is given an expanded remit, as Björn Jesch focuses on wider responsibilities.
04/12/2023
Multi-Family Office New Oak Brings Former Bank Boss to Advisory Board
He also spent part of his career in Great Britain and France, where he continues to serve as Honorary President of the Cercle des Banques Etrangères en France.
04/12/2023
Personnel changes in the management of Swiss Life Asset Managers
He will be succeeded as CEO of Swiss Life Asset Managers in Germany by Holger Matheis (52), currently a board member and spokesman for the board of BEOS AG.
04/12/2023
Geneva private bank appoints CEO
BankMed (Suisse) specialises in wealth management.
04/12/2023
Suntera Global appoints Head of Operations
Global professional services provider announces appointment of new Head of Operations in Jersey office to support continued growth strategy.
04/11/2023
Janus Henderson Adds Sales Director
In the newly created role, Loo will focus on meeting client needs, coordinating sales campaigns, overseeing distribution team workflow and managing the firm’s master agent relationship in Taiwan.
04/11/2023
Evelyn Partners bolsters Edinburgh office with Financial Planning Director appointment
The news of Duncan’s appointment follows David Rankin joining Evelyn Partners earlier this year as Managing Partner with responsibility for its Edinburgh and Aberdeen offices.
04/11/2023
EY’s Private Client and Trust team grows with management appointment
Additionally, he has a strong background in trust accounts, preparing annual accounts, managing income and expenses, and ensuring legal and regulatory compliance.
04/11/2023
Fisch PMs and trend following fund exit for Zurich boutique
The Divas Trend Navigator has a new name, but the clients, brokers, custodians, and partners of the strategy will remain the same.
04/11/2023
Top 50 IAM adds ex-UBS financial intermediaries head to board
It has also added legal specialist Istarel Brucker to the executive committee.
04/11/2023
Maria Teresa Vacalli joins the PostFinance Board of Directors
In addition to her post as a member of the Swiss Post Ltd Board of Directors, she has held various other board roles since 2013.
04/11/2023
Mirabaud AM appoints sole convertibles head
The previous co-head for convertible bonds has left the company.
04/06/2023
Quilter Cheviot enhances charities team with investment manager hire
Osato’s hire follows other recent appointments at Quilter Cheviot, including that of Oswald Oduntan, who joined the Managed Portfolio Service team as an investment manager in March.
04/06/2023
KPMG UK promotes Neil Connor as UK head of asset management
KPMG UK has appointed Neil Connor as the new head of its asset management
04/06/2023
Pictet Accelerates its Zurich Wealth Management Transition
It's no banking industry secret that since Credit Suisse's demise and subsequent takeover by UBS, numerous wealthy clients have been knocking on the door of private banks.
04/06/2023
Well-known asset manager with a new mandate
The new supervisor comes from a Zurich asset manager.
04/06/2023
Ralph Hendriks appointed as Managing Director ABN AMRO MeesPierson
ABN AMRO Wealth Management aspires to be the partner of choice for wealth management in Northwest Europe. ‘Banking for better, for generations to come’ is its