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Executive Moves

04/03/2025

iPipeline appoints Rachel Edwards to lead UK business into next stage of growth

New Managing Director for iPipeline UK will join the Executive Leadership Team in shaping future growth strategies

04/03/2025

HSBC's Mark Glover joins Ortec Finance as head of wealth management

The appointment reflects rising demand for technology that enables goal-based, personalised financial planning at scale.

04/03/2025

Natixis brings in sales specialist from Robeco

She joins from Robeco, where she was promoted just last year.

04/03/2025

Marcus Slöör becomes new member of the Executive Board of Zuger Kantonalbank

As Head of the Wealth Management Department, he will be responsible for the Private Banking and Wealth Services divisions, as well as the bank's Investment Office.

04/03/2025

Vontobel: The Return of Zeno Staub

Zeno Staub and Bank Vontobel – there seems to be a strong mutual attraction.

04/03/2025

GAM appoints Edmund Wandeler as Client Director for Multi-Asset Class Solutions

In his new role, Edmund will focus on distributing GAM’s award-winning multi-asset investment solutions to institutional and wholesale clients across Switzerland.

04/03/2025

Delta Capita appoints Simon O’Malley as new finance head

He will play a key role in driving financial resilience, optimising capital efficiency, supporting business growth

04/02/2025

GAM outsources EM debt offerings as McNamara retires

Paul McNamara announces his retirement after 28 years in asset management

04/02/2025

Morningstar appoints Ninety One EMD manager to multi-asset research team

Michael Diamantopoulos spent two decades at Ninety One before exiting last year

04/02/2025

Change in the top management of Zurich Switzerland

The Swiss insurer announced this on Wednesday.

04/02/2025

The Hero Group announces a change in leadership

Herbert Scheidt, previously Vice Chairman of the Board of Directors, has been appointed as the new Chairman.

04/02/2025

Euan Munro exits CEO role at Newton IM

CEO Euan Munro and CIO Mitesh Sheth leaving the firm

04/02/2025

Rothschild & Co Swiss AM head joins distribution specialist

Gil Platteau, who also worked for Northern Trust Switzerland and Mercer Global Investments Europe, has joined Harrington Cooper.

04/02/2025

Carlton Hood appointed CEO of Guardian

Hood, the former Group CEO of Responsible Life, will take over the leadership of Guardian’s Executive Team.

04/02/2025

Ex-Amundi Switzerland CEO joins Zurich advisory firm as partner

Christian Trixl is to take on a role as partner at Investment Associates in addition to his senior adviser position at The Good Guys Company.

04/02/2025

Beckett IM changes leader as it buys advice firm

Gavin Wood replaces Ian White as managing director of the boutique as it completes the purchase of Suffolk-based financial planning firm Green Rose

04/01/2025

Oak Group celebrates 12 promotions across its global offices

These promotions span a variety of service lines, and they reflect not only the individual achievements of Oak's team members but also the organisation’s long-term commitment to professional growth and development.

04/01/2025

Private bank Cité Gestion appoints four partners

All of the newly-promoted partners are experienced private bankers.

04/01/2025

Marcuard Heritage hires former Credit Suisse HR specialist

The election of a new Board member underscores this ambition.

04/01/2025

UBS GWM names investment management head in reshuffle

Bruno Marxer is to retire after more than 35 years in the industry.

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