06/04/2024
Fairstone appoints ex-Saltus exec as COO
His extensive career includes leadership positions as head of product at BNY Mellon and director of transaction services at Citi Group.
Executive Moves
06/04/2024
UBS Appoints Global Head of Execution Services
Prior to assuming the role on an ad-interim basis in March, he was the global head of equities at Credit Suisse.
06/04/2024
EdR hires team from UBS for Vaud
The unit consists of relationship managers, a tax specialist and an investment expert.
06/04/2024
Kevin Murphy exits Schroders after 24 years
Nick Kirrage to rejoin the firm’s UK value strategies
06/04/2024
Franklin Templeton creates alts team for EMEA wealth push
The appointments have been made to leverage a $255bn alts business unit.
06/03/2024
Vontobel strengthens distribution team in Switzerland
Prior to that, he spent nearly 10 years at Legg Mason Global Asset Management, where he was Country Head Switzerland and Head of Northern Europe.
06/03/2024
Top 50 IAM hires Thomas Wille as CIO exits for Swiss Re
Tatjana Puhan has left Copernicus Wealth Management to become head of asset allocation at Swiss Re.
06/03/2024
Secondaries manager opens Swiss branch under ex-UBS wealth expert
Boris Maeder joins the secondaries specialist as head of international private wealth distribution and will run its new office in Zurich.
06/03/2024
Zurich sends the next manager for the CEO position at Orion
She has one thing in common with her predecessor: she also comes from Zurich Switzerland.
06/03/2024
New Key Client Team at the BEKB location in Gstaad
With their extensive and long-standing experience, they will further develop BEKB's private banking offering.
06/03/2024
Kurt Fuchs announces resignation at the end of May 2025
He had already announced this when he took over the CEO position from Hansruedi Köng in March.
06/03/2024
M&G appoints Matt Robinson to lead its International Life Insurance Business
Matt joins M&G’s Life business, led by Clive Bolton.
06/03/2024
Tyndall appoints new investment director
More recently, he has held investment-director positions at Brewin Dolphin and EFG Harris Allday.
06/03/2024
Two managers exit as Jupiter closes global convertible bond fund
Makeem Asif and Lee Manzi leave Jupiter, the latter departing after 14 years, as the firm flags a lack of demand for the asset class.
06/03/2024
Hoxton Capital creates head of creative role to help drive growth
Oakes will also lead the creation of an educational platform to help inform and attract clients and a financial adviser academy to attract new advisers into the profession.
05/31/2024
Saxo Appoints Andrew Bresler as CEO of Saxo Markets UK Ltd
Most recently, Andrew served in a range of leadership roles at InvestCloud, helping drive regional growth and overseeing daily operations from Singapore across APAC.
05/31/2024
State Street appoints head of institutional for Italy
In 2022, he assumed a senior institutional sales role in Amundi ETF after the firm merged with Lyxor Asset Management.
05/31/2024
Revealed: Investec W&I hires trio for Glasgow as DFM head exits
David Kerr is leaving Investec W&I after nearly a decade, but former Abrdn, Evelyn and Morgan Stanley employees are joining the firm’s Glasgow base.
05/31/2024
PFS appoints first independent chair
He will be joined on the PFS board by two new directors
05/31/2024
iprism appoints Victoria Blanche as Private Clients Manager
In this new role, Blanche’s remit will include managing iprism’s dedicated private clients team that covers high-value and non-standard UK properties.