11/04/2025
Zurich independent asset manager onboards UBS relationship manager
Brevalia has hired Mathis Weber as a client adviser.
Executive Moves
11/04/2025
Patric Deflorin will be the new CEO
Patric Deflorin has been Head of Distribution and a member of the Executive Board at AXA Switzerland since April 2025.
11/03/2025
Quilter appoints Sam Christopher as proposition director
Christopher joins Quilter from 7IM, where she served as head of platform, overseeing the platform service function, experience team and proposition development.
11/03/2025
BCN appoints senior portfolio manager as CIO
Vincent Schwery has been appointed as CIO at the cantonal bank.
11/03/2025
Former Brown Shipley CEO joins advice consolidator
Calum Brewster joins nationwide financial planning business Finli after leaving the private bank at the end of 2024.
11/03/2025
Swiss Registered Investment Advisor Association names new chair
Benedikt Kaiser has been succeeded by board member Urs Vrijhof-Droese as chair of the association, which represents firms serving US investors out of Switzerland.
11/03/2025
Aegon announces changes to its Board of Directors
In line with previous announcements, Mr Connelly will retire as Chairman and member of the BoD on the same date.
11/03/2025
Bird & Bird hires valuations expert Vicky Laws as Head of Valuation & Damages
Vicky joins from a partnership position at FTI Consulting
11/03/2025
Hampden Bank Strengthens Leadership Team with Chief Banking Officer and COO Appointments
Greig Townsend joins as CBO to lead the Bank’s growth strategy.
11/03/2025
RBC Brewin Dolphin intermediary head exits
Ian Kloss promoted to head of intermediaries as Antony Champion leaves the wealth firm after 12 years.
11/03/2025
BTO promotes Julie McMahon to partner
Her promotion reflects her professional excellence and her contribution to the wider legal community
10/31/2025
Adrian Edwards Promoted to Partner at MASECO Private Wealth
Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.
10/31/2025
Fenergo Appoints Three Senior Executives to Drive Next Phase of AI Innovation and Product Leadership
These strategic hires mark the next phase in Fenergo’s mission to enable financial institutions to perform every financial crime and CLM task on a single, unified platform.
10/31/2025
James Tait appointed new Head of Zurich Corporate Risk
James will be joining Zurich in January 2026, working across both the Swindon and London offices.
10/31/2025
BCV undergoes fund management reshuffle
As Estelle Buttoudin is set to undertake new responsibilities, Patrcik Dugué will take over to co-manage her funds alongside Claudio Semadeni and Martin Vlcek.
10/31/2025
Ex-SJP marketeer joins leading outsourced firm as commercial director
During that time, he led national campaigns to attract, support and retain advisers, helping shape SJP’s brand and growth strategy through one of its most successful periods.
10/31/2025
Geneva wealth management stalwart set to retire
Pierre Chèvre has held roles including managing partner of Alias Partners and chief economist at the Darier private bank.
10/31/2025
RBC Wealth Management adds to Jersey team
In her role, Megan will primarily focus on supporting Jersey based high-net-worth clients with her colleagues Fiona Waite and Katie Maguire.
10/31/2025
Scottish Widows CIO departs to care for parents
Kevin Doran said in a LinkedIn post that he is stepping away from position at Lloyds-owned insurer to look after family with health conditions.
10/31/2025
Metro Bank names Catherine Doran its Non-Exec Director
Ms Doran has over 20 years of experience as a Chief Information Officer, leading IT transformations in major financial services businesses and across other industry sectors.