05/10/2023
INDOS Financial Promotes Abi Holland to CEO
She takes over the role from Alan Davies, who will continue to work with the INDOS business in a reduced capacity until his retirement.
Executive Moves
05/10/2023
M&G advice firm recruits more ex-Abrdn figures
Abrdn’s ex-advice director Neil Messenger has hired two of his former colleagues for his new venture.
05/10/2023
Tyndall Investment Management hires four from Walker Crips
Mark Jenkins, Dennis Cooper, Joe Holland and Yvonne Shottle have joined the firm from Walker Crips.
05/10/2023
ThomasLloyd hires head of portfolio and asset management
He will lead monitoring and assessment of portfolio performance of assets, as well as driving the firm's value creation and long-term asset management and risk management strategies.
05/09/2023
Marcel Suhner appointed new Head Intermediaries German- and Italian-Speaking Switzerland
Bank Julius Baer has appointed Marcel Suhner as head of its business with independent asset managers and financial advisors in German- and Italian-speaking Switzerland.
05/09/2023
Changes to the Board of Directors of SIX
At this year’s SIX Annual General Meeting held today, SIX has announced the election of three new members to its Board of Directors, following the resignation of three previous members.
05/09/2023
UBS announces new operating model and leadership team
UBS anticipates that the legal close will take place in the next few weeks.
05/09/2023
HSBC Swiss Private Bank Appoints Chair
He replaces Andreas von Planta, who is retiring after 12 years in the chairman position, it said in an emailed statement Tuesday.
05/09/2023
Quilter Cheviot appoints Margaret Schmitt as responsible investment analyst
Schmitt has a broad background in sustainability, environmental policy, and ecological restoration.
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.
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.