04/17/2023
Ocorian celebrates 145 promotions across the group
The promotions come across the group’s service lines and reflect the strength of Ocorian’s team, as well as the firm’s focus on promoting and developing talent from within.
Executive Moves
04/14/2023
SJP hires LGIM’s Onuekwusi as CIO
He starts in October and will report to director of investments Tom Beal
04/14/2023
Quilter Cheviot Europe appoints Chief Executive Officer
He had previously worked at Brewin Dolphin Ireland where he was head of tax & financial planning and prior to that he held a similar position at Investec Wealth & Investment.
04/14/2023
Killik & Co risk head leaves for stockbroker Patronus Partners
Penny Rooney, former partner and chief risk officer at Killik & Co, has departed the firm to join Patronus & Partners as its director of compliance.
04/14/2023
Elixirr welcomes Ian Stuart to partner team
Stuart boasts more than 29 years of experience in advisory work, having supported clients in the CPG, life sciences and manufacturing sectors, among others.
04/14/2023
Martin Egan appointed as Non-Executive Director of the Debt Management Office Advisory Board
The Economic Secretary to the Treasury, Andrew Griffith MP, has appointed Martin Egan as a Non-Executive Director of the Debt Management Office (DMO) Advisory Board.
04/13/2023
Ex-EdR fund research head joins BCV
Roger Guerra also managed funds at Edmond de Rothschild.
04/13/2023
RSMR appoints ex-UBS and Tilney director to research team
Tim Sedgwick returns to industry 13 years after leaving to set up own business
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.
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.