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Executive Moves

11/03/2023

Oakglen Wealth expands investment management team with two senior appointments

Oakglen Wealth (formerly known as Oakbridge Wealth) is delighted to announce the appointments of distinguished industry professionals, Richard Firth and Michael Clarke

11/03/2023

Pictet AM names fixed income CIO and EMD chief

Pictet has also revealed an updated manager lineup for its emerging market bond fund offering.

11/02/2023

Eden McCallum promotes five to associate consultant

Having successfully completed the two-year programme, they have now made the step up to Associate Consultant.

11/02/2023

Zurich boutique appoints sustainability head

Caroline de Leeuw den Bouter, who was previously head of environmental and social at Nord Stream 2, will become the new head of sustainability at ESG AM.

11/02/2023

Janus Henderson appoints head of sales Switzerland

Janus Henderson Investors has selected Marc Theis as its new head of sales for Switzerland and Liechtenstein.

11/02/2023

Oddo BHF recruits six Credit Suisse advisers in Zurich

The team will focus on ultra-high-net-worth clients.

11/02/2023

Coutts North East head exits for JP Morgan

Robin Wright will focus on advising entrepreneurs and family businesses, while helping JP Morgan grow its Manchester presence.

11/01/2023

K&L Gates Bolsters Asset Management and Investment Funds Practice with Dublin Partner Addition

Doyle joins K&L Gates from Arthur Cox LLP.

11/01/2023

AllianzGI hires Andrew Koch as senior portfolio manager

Koch will join the firm’s value and income investment style team

11/01/2023

Vontobel squad changes to real estate investor

Sege studied business administration at the University of St. Gallen (HSG) and received his doctorate.

11/01/2023

UBS Loses Credit Suisse Team in Germany to Competitors

The team is led by former Credit Suisse executive Nadine Maier.

11/01/2023

UK equity head Alan Custis leaves Lazard Asset Management

Alan Custis has left Lazard AM after almost 20 years, following the firm’s decision to merge its UK and European equity teams.

11/01/2023

£1bn Artemis Strategic Bond co-managers exit as fixed income team sees overhaul

£1bn Artemis Strategic Bond co-managers exit as fixed income team sees overhaul

11/01/2023

Titan Wealth hires Sanlam fixed income head

Peter Doherty brings over the £145m Sanlam Hybrid Capital Bond fund

11/01/2023

Eight Advisory appoints new partner in its UK wing

As a partner, he will support Eight Advisory clients on the private equity and also corporate side in executing M&A strategy.

11/01/2023

Swiss boutique Fisch adds co-manager to sustainable converts fund

Addition is the latest in a series of line-up changes to the asset manager’s convertible bond fund range.

10/31/2023

UBS hires four ex-Credit Suisse individuals amid wider organisational restructuring

The new set up will organise operations vertically per global product, and horizontally as pertains to streams and regions, The TRADE can reveal.

10/31/2023

ZEDRA Announces Trio of High-Profile Appointments to Enhance Commercial Excellence

Each with their unique expertise and vision, these industry veterans will play pivotal roles in steering the company’s next phase of growth and client service enrichment.

10/31/2023

Brooks Macdonald to cut 55 jobs as market conditions bite

The job cuts will fall across all areas of the investment management firm’s business and shave £4m in costs.

10/31/2023

Ex-Standard Life Aberdeen private head to chair under pressure PE trust

Former Abrdn Private Equity Opportunities manager Peter McKellar becomes chair of Princess Private Equity after a tough year of resignations at the fund.

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