04/28/2023
Investment duo complete Wealth Manager Buyout
Experienced wealth management and investment professionals Derek Gawne and Lizz Ewart have acquired Charteris Asset Management
Executive Moves
04/28/2023
Stonehage Fleming Appoints Industry Stalwart as Head of Trusts and Estates
She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts.
04/28/2023
Clemens Markstein to become CEO of Baloise in Switzerland
Clemens Markstein saw off competition from a field of internal and external candidates in the course of a broad-ranging recruitment process.
04/28/2023
Fiona Frick joins advisory board of impact firm GIST
The Circe founder was previously CEO at asset manager Unigestion.
04/27/2023
Pictet appoints Raymond Sagayam as Managing Partner
Prior to joining Pictet, Raymond was a Managing Director at Swiss Re Asset Management in London.
04/27/2023
Suntera Global makes senior finance appointments in support of growth strategy
Alex Noel has been promoted to CFO and Tom Cope joins as Group Head of Finance
04/27/2023
Sergio P. Ermotti to step down as Swiss Re Chairman on 30 April 2023 after handover to Vice Chairman Jacques de Vaucleroy
The search for a successor has started.
04/27/2023
Schroders appoints Richard Oldfield Group CFO, as Richard Keers retires
Prior to his current role, Mr Oldfield was a member of PwC’s UK Executive Board for five years during which he was Head of Clients and Markets and latterly Head of Strategy and Communications.
04/27/2023
Barbara Ofner and René Schmidli elected to the BLKB Bank Council
The two new Bankrat members will take office on July 1, 2023.
04/27/2023
HSBC appoints Millie Fitzgerald as Guernsey Director
She joins HSBC having spent four years with W1 Investment Group in Spain as Regional Manager and Senior Financial Adviser.
04/27/2023
WisdomTree and ETFS Capital continue conflict following board member departure
Deborah Fuhr
04/27/2023
Jupiter Fund Management promotes to chair
Shares in Jupiter Fund Management were down 2.6% at 129.50 pence in London
04/27/2023
Golding appoints Dr Michael Braun to the Management Board as new CFO and announces new partners
As CFO at Golding he will be responsible for the finance function, fund operations, structuring, risk management, legal and compliance.
04/27/2023
Global chief investment officer exits Credit Suisse
Deputy investment chief Burkhard Varnholt is taking over the role on 8 May.
04/26/2023
Barclays appoints Kirsty Everett as Chief Compliance Officer
She has extensive experience across the compliance landscape, including seven years at UBS in a range of roles, latterly as the designated Chief Compliance Officer.
04/26/2023
NatWest chairman Howard Davies will step down next year
Davies has been the chair of the four major high street banks since September 2015.
04/26/2023
VP Bank (Switzerland) Ltd appoints Head Intermediaries
Sascha Steinmann has many years of experience in supporting intermediaries.
04/26/2023
Pease to step down from Jupiter immediately
Her previous experience includes Kleinwort Benson, Rowe Price-Fleming, Citibank and Smith New Court.
04/26/2023
Former Unigestion boss launches AM consultancy business
Fiona Frick unveils new venture that seeks to support investment houses in achieving their sustainable ambitions.
04/26/2023
Royal London appoint Head of Strategic Partnerships
Ronnie joins from Evelyn Partners