09/13/2022
Tyndall Investment Management appoints Head of Distribution
During her time in this role, she was pivotal in doubling assets under management and increasing the firm’s client base among retail and institutional investors.
Executive Moves
09/13/2022
Ex-Odey and Newton EM heavyweight Marshall-Lee founds firm
Robert Marshall-Lee announced on LinkedIn today that he has become a founding partner of Cusana Capital, where he will be chief investment officer.
09/13/2022
Swiss private bank Pictet names new top gatekeeper
He will report to Gregory Kunz, head of research at the Geneva-based group.
09/13/2022
Barclays appoints Global Head of Sustainable Finance for the Corporate and Investment Bank
He will be based in London and joins the Corporate and Investment Bank’s Management Committee.
09/13/2022
Fundhouse hires SJP ex-director of liquid markets
In his new role, Wiggins will aim to enhance clients’ returns, meet their ESG goals and develop their approach to critical areas.
09/13/2022
Evelyn Partners bolsters Birmingham office with Financial Planning Director appointment
Sarah joins Evelyn Partners from Brighton-based financial advisory firm IEP Financial
09/13/2022
UBS hires wealth planners from Julius Baer
Robert Wagner will join the Private Wealth Special Clients team in Biel on September 19, where he will act as a client advisor for the Executives & Entrepreneurs (E&E) segment.
09/13/2022
ZWEI Wealth appoints a new Partner
She is an advisor with extensive knowledge in all areas of wealth management.
09/13/2022
40 Under 40 selector exits German asset manager
Fund picker and multi-asset manager readies herself for new challenge.
09/12/2022
IQUW appoints head of reinsurance, London
Prior to Lancashire, he was a reinsurance underwriter with Cathedral Underwriting.
09/12/2022
Objectway Appoints Managing Director for the UK Region
He will also work with the executive team to execute strategic development initiatives across the Group.
09/12/2022
Redmayne Bentley hires Leeds investment research head
Alastair Power joins from a six-year spell at Albert E Sharp.
09/12/2022
Evelyn Partners appoints a Non-Executive Director
She is a seasoned Non-Executive, having previously had a very successful senior management career.
09/12/2022
Neuberger creates EMEA multi-asset CIO role for Mercer hire
He will be responsible for multi-asset investment activity, working to drive portfolio construction and outlook development for clients in the region.
09/12/2022
Stanhope Capital Switzerland appoints CEO and CIO
The company’s Swiss branch was previously led by Nicole Curti.
09/12/2022
Canaccord Genuity Wealth Management adds to its senior team in Jersey
Howard joined from Royal Bank of Canada and has more than 29 years’ experience in the industry.
09/12/2022
Swiss Re must look for new CIO
Chairman of the Board Sergio Ermotti stated that Fürer will remain available to the company and ensure a smooth transition.
09/12/2022
Rivus Capital appoints Head of Private Equity
Rivus Capital engages in private equity and venture capital investments in the core sectors of Real Estate Technology, Mobility, Energy and Impact.
09/09/2022
Evelyn Partners continues East Midlands expansion with Nottingham office financial planner appointment
Prior to Brown Shipley, he was a Financial Planning Manager at Santander.
09/09/2022
Rebecca Fuller becomes Kroll Global Head of Fixed Asset Advisory
As UK inflation reaches new highs, the valuations of fixed assets such as property have also changed dramatically.