11/03/2023
New contact person for sales partners at Bantleon
The asset manager Bantleon has transferred responsibility for supporting sales partners in Switzerland to Christoph Schwarzmann.
Executive Moves
11/03/2023
MASECO Private Wealth Announces New Head of Compliance
His experience and deep understanding of regulatory compliance will be crucial in helping us navigate the constantly changing landscape of the financial industry.
11/03/2023
Oakglen Wealth expands investment management team with two senior appointments
Oakglen Wealth (formerly known as Oakbridge Wealth) is delighted to announce the appointments of distinguished industry professionals, Richard Firth and Michael Clarke
11/03/2023
Pictet AM names fixed income CIO and EMD chief
Pictet has also revealed an updated manager lineup for its emerging market bond fund offering.
11/02/2023
Eden McCallum promotes five to associate consultant
Having successfully completed the two-year programme, they have now made the step up to Associate Consultant.
11/02/2023
Zurich boutique appoints sustainability head
Caroline de Leeuw den Bouter, who was previously head of environmental and social at Nord Stream 2, will become the new head of sustainability at ESG AM.
11/02/2023
Janus Henderson appoints head of sales Switzerland
Janus Henderson Investors has selected Marc Theis as its new head of sales for Switzerland and Liechtenstein.
11/02/2023
Oddo BHF recruits six Credit Suisse advisers in Zurich
The team will focus on ultra-high-net-worth clients.
11/02/2023
Coutts North East head exits for JP Morgan
Robin Wright will focus on advising entrepreneurs and family businesses, while helping JP Morgan grow its Manchester presence.
11/01/2023
K&L Gates Bolsters Asset Management and Investment Funds Practice with Dublin Partner Addition
Doyle joins K&L Gates from Arthur Cox LLP.
11/01/2023
AllianzGI hires Andrew Koch as senior portfolio manager
Koch will join the firm’s value and income investment style team
11/01/2023
Vontobel squad changes to real estate investor
Sege studied business administration at the University of St. Gallen (HSG) and received his doctorate.
11/01/2023
UBS Loses Credit Suisse Team in Germany to Competitors
The team is led by former Credit Suisse executive Nadine Maier.
11/01/2023
UK equity head Alan Custis leaves Lazard Asset Management
Alan Custis has left Lazard AM after almost 20 years, following the firm’s decision to merge its UK and European equity teams.
11/01/2023
£1bn Artemis Strategic Bond co-managers exit as fixed income team sees overhaul
£1bn Artemis Strategic Bond co-managers exit as fixed income team sees overhaul
11/01/2023
Titan Wealth hires Sanlam fixed income head
Peter Doherty brings over the £145m Sanlam Hybrid Capital Bond fund
11/01/2023
Eight Advisory appoints new partner in its UK wing
As a partner, he will support Eight Advisory clients on the private equity and also corporate side in executing M&A strategy.
11/01/2023
Swiss boutique Fisch adds co-manager to sustainable converts fund
Addition is the latest in a series of line-up changes to the asset manager’s convertible bond fund range.
10/31/2023
UBS hires four ex-Credit Suisse individuals amid wider organisational restructuring
The new set up will organise operations vertically per global product, and horizontally as pertains to streams and regions, The TRADE can reveal.
10/31/2023
ZEDRA Announces Trio of High-Profile Appointments to Enhance Commercial Excellence
Each with their unique expertise and vision, these industry veterans will play pivotal roles in steering the company’s next phase of growth and client service enrichment.