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Executive Moves

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.

10/31/2023

Brooks Macdonald to cut 55 jobs as market conditions bite

The job cuts will fall across all areas of the investment management firm’s business and shave £4m in costs.

10/31/2023

Ex-Standard Life Aberdeen private head to chair under pressure PE trust

Former Abrdn Private Equity Opportunities manager Peter McKellar becomes chair of Princess Private Equity after a tough year of resignations at the fund.

10/31/2023

Deloitte to slash 800 jobs with consulting hit hardest

In anticipation of this, Deloitte has become the latest member of the Big Four to announce cuts.

10/31/2023

Andrew Drennan and Kathie Haunton join A&M

She spent 30 years at Deloitte, most recently as a partner in Manchester, having trained with the audit practice, before moving into corporate tax.

10/30/2023

Evelyn Partners hires responsible investment director

Katrina Brown joins

10/30/2023

LGT Private Banking poaches senior RM from Credit Suisse

Pascal Schaufelberger spent over 15 years at Credit Suisse.

10/30/2023

Alan Vallance announced as new chief executive for ICAEW

Mr Vallance, who is a qualified chartered accountant and long-standing Fellow of the ICAEW, joined the CII Group in August 2022, having previously led the Royal Institute of British Architects.

10/30/2023

EdRAM head of dedicated solutions exits

Alexandre Wieczorek spent over 18 years at the company.

10/30/2023

Investec Wealth hires veteran RBC Brewin director

Kirsty Cartwright joins Investec Wealth & Investment’s Birmingham office after nearly two decades at RBC Brewin Dolphin, where she worked as divisional director.

10/30/2023

Fidelity hires former M&G and Federated Hermes sustainability chiefs

Phil Cliff and Aaron Hay will focus on the firm’s sustainable investing strategy within private credit and net-zero targets.

10/30/2023

Axa's fund subsidiary appoints new management team in Switzerland

Last July, the asset manager appointed Thali and Pietro Martorella as co-heads of Client Group Core.

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