04/12/2023
Multi-Family Office New Oak Brings Former Bank Boss to Advisory Board
He also spent part of his career in Great Britain and France, where he continues to serve as Honorary President of the Cercle des Banques Etrangères en France.
Executive Moves
04/12/2023
Personnel changes in the management of Swiss Life Asset Managers
He will be succeeded as CEO of Swiss Life Asset Managers in Germany by Holger Matheis (52), currently a board member and spokesman for the board of BEOS AG.
04/12/2023
Geneva private bank appoints CEO
BankMed (Suisse) specialises in wealth management.
04/12/2023
Suntera Global appoints Head of Operations
Global professional services provider announces appointment of new Head of Operations in Jersey office to support continued growth strategy.
04/11/2023
Janus Henderson Adds Sales Director
In the newly created role, Loo will focus on meeting client needs, coordinating sales campaigns, overseeing distribution team workflow and managing the firm’s master agent relationship in Taiwan.
04/11/2023
Evelyn Partners bolsters Edinburgh office with Financial Planning Director appointment
The news of Duncan’s appointment follows David Rankin joining Evelyn Partners earlier this year as Managing Partner with responsibility for its Edinburgh and Aberdeen offices.
04/11/2023
EY’s Private Client and Trust team grows with management appointment
Additionally, he has a strong background in trust accounts, preparing annual accounts, managing income and expenses, and ensuring legal and regulatory compliance.
04/11/2023
Fisch PMs and trend following fund exit for Zurich boutique
The Divas Trend Navigator has a new name, but the clients, brokers, custodians, and partners of the strategy will remain the same.
04/11/2023
Top 50 IAM adds ex-UBS financial intermediaries head to board
It has also added legal specialist Istarel Brucker to the executive committee.
04/11/2023
Maria Teresa Vacalli joins the PostFinance Board of Directors
In addition to her post as a member of the Swiss Post Ltd Board of Directors, she has held various other board roles since 2013.
04/11/2023
Mirabaud AM appoints sole convertibles head
The previous co-head for convertible bonds has left the company.
04/06/2023
Quilter Cheviot enhances charities team with investment manager hire
Osato’s hire follows other recent appointments at Quilter Cheviot, including that of Oswald Oduntan, who joined the Managed Portfolio Service team as an investment manager in March.
04/06/2023
KPMG UK promotes Neil Connor as UK head of asset management
KPMG UK has appointed Neil Connor as the new head of its asset management
04/06/2023
Pictet Accelerates its Zurich Wealth Management Transition
It's no banking industry secret that since Credit Suisse's demise and subsequent takeover by UBS, numerous wealthy clients have been knocking on the door of private banks.
04/06/2023
Well-known asset manager with a new mandate
The new supervisor comes from a Zurich asset manager.
04/06/2023
Ralph Hendriks appointed as Managing Director ABN AMRO MeesPierson
ABN AMRO Wealth Management aspires to be the partner of choice for wealth management in Northwest Europe. ‘Banking for better, for generations to come’ is its
04/06/2023
Carmignac poaches Ruffer fund manager
In the interim, before his arrival, the fund will be managed by head of European equities, Mark Denham and fund manager Marie-Anne Allier.
04/05/2023
Evelyn Partners adds leading international disputes team to its Forensic Services practice Team led by Nicholas Good to join from KPMG UK
The agreement with KPMG will also see the transfer of seven of his colleagues, who collectively have 80-years’ experience in delivering Forensic engagements, predominantly in relation to disputes.
04/05/2023
Wealth management firm expands regional teams
They include, Andrew Mays, who has appointed an Associate Investment Director in Bournemouth.
04/05/2023
Robert Kirkby Appointed Independent Director of Butterfield Jersey
Mr. Kirkby’s appointment was effective March 30, 2023, following no objection from the Jersey Financial Services Commission.