05/11/2023
Artemis names manager of its Strategic Assets fund
Multi-asset, absolute return strategy
Executive Moves
05/11/2023
Schroders : announces changes to responsibilities in its Wealth Management leadership team
Peter Hall will continue to oversee Schroders' global wealth strategy and to chair the Cazenove Capital and Benchmark Capital boards.
05/11/2023
Dan Hanbury appointed Co-Portfolio Manager of the Ninety One Global Strategic Equity strategy
After re-joining Ninety One in September 2022, Hanbury will add his experience and fresh perspective to one of Ninety One’s long-standing, high-conviction global offerings.
05/11/2023
Bank of America opens Luxembourg branch in Europe funds push
The opening of a branch in the small but wealthy country will mean Bank of America can help clients
05/10/2023
Pictet hires senior fund analyst from UBP
The new hire will focus on global equities and Japanese equity funds, as well as passive strategies.
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.
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.