03/31/2023
Evelyn Partners strengthens Bristol professional services team with VAT director appointment
He joins Evelyn Partners from PwC where he spent more than 14 years as a tax adviser assisting organisations with VAT and indirect taxes.
Executive Moves
03/31/2023
Trio exit Top 50 IAM to launch their own firm
They left at the end of January under amicable terms, Tramondo Investment Partners said.
03/31/2023
CGWM creates UK managing director role for firm veteran
Canaccord Genuity Wealth Management has promoted Duncan Stratford to UK managing director after a string of acquisitions expanded the business significantly.
03/31/2023
RLAM's Jonathan Platt steps down from £1bn corporate bond fund
Continues as head of fixed income
03/31/2023
Ruffer appoints co-CIO as founder Jonathan Ruffer hands over control to partners
Neil McLeish receives promotion
03/31/2023
European Payments Council announces Giorgio Andreoli Director General
He was also previously working in the telecommunications industry as director of strategic marketing at Ericsson South-East Europe.
03/30/2023
Yves Gmür becomes the new Head of Taxes Liechtenstein/Eastern Switzerland at Grant Thornton Switzerland/Liechtenstein
Professionally, Yves Gmür held various positions in the financial sector and with one of the Big 4 - with several years of work in Liechtenstein, before he worked as a tax auditor at the Cantonal Tax Office of Zurich from 2016 to 2018.
03/30/2023
Julius Baer announces senior hires as it continues to drive business growth in Brazil
Additionally, several Senior Relationship Managers and Relationship Managers have recently joined Julius Baer Brazil.
03/30/2023
Appointment of Marco Parroni as Chief Marketing Officer and Antje Hembd as Head Global Brand Partnerships & Sponsoring
He will support them in further aligning their activation strategies with Julius Baer’s global brand positioning and communication.
03/30/2023
Portfolio manager exits Zurich IAM for DZ Privatbank
He spent six years at Belvoir Capital and previously worked at Vontobel.
03/30/2023
Tenet names new CEO as part of leadership team overhaul
We are pleased we will be able to have an orderly handover and ongoing continuity through Helen’s promotion.
03/30/2023
Robeco appoints Zurich-based global thematic investing head
The new appointee will also join the executive committee of Robeco Switzerland.
03/30/2023
Progeny appoints UK MD as part of restructure
Caroline will move from her current role as Chief Operations Officer in the business.
03/29/2023
Calastone appoints Chief Commercial Officer
Calastone has announced the appointment of Brian Godins as Chief Commercial Officer, where he will lead the business’ commercial strategy and accelerate geographic growth and penetration of their global solutions.
03/29/2023
Barry Neilson to leave Novia in the summer
Barry has been a valuable member of the leadership team since joining at the start of last year.
03/29/2023
UBS appoints a new Chief Executive Officer
The Board made the decision to appoint Sergio P. Ermotti as Chief Executive Officer in light of UBS’s new priorities following its planned acquisition of Credit Suisse
03/29/2023
Citigroup Poaches Two Credit Suisse Consumer Bankers in Europe
Amsterdam-based Swart hired as EMEA consumer, retail co-head
03/29/2023
Oddo BHF senior private banker joins rival in Geneva
Françoise Pesci has also previously worked for Citi and Barclays.
03/29/2023
Geneva IAM run by female trio hopes for industry progress
The women in charge of Capital Y take account of gender inclusion in their investment selection process, observing a growing appetite for impact investing among clients.
03/29/2023
Azets appoints Laura Duggan as Partner
The senior appointments follow another announcement from the company, pledging to undertake a national recruitment drive which will see Azets add 900 roles across the UK business in the coming 12 months.