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.
Executive Moves
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.
04/05/2023
Ocorian appoints Global Head of Regulatory & Compliance
During his 20 years-plus career, Aron has worked at the UK financial regulator as well as in compliance consulting
04/05/2023
REYL Intesa Sanpaolo appoints Head of Wealth Management
Based in Geneva, he is primarily responsible for developing internal operational processes related to wealth management, enabling clients to benefit from an enhanced experience at all levels of their relationship with the Bank.
04/05/2023
Zurich boutique adds renewable energy scientist to ethics board
The academic Sophia Haussener has joined the ethics committee of Arete Ethik Invest.
04/05/2023
Credit Suisse chair re-elected at AGM as shareholders reject CEO pay
‘I am truly sorry’
04/05/2023
Invesco promotes UK equity manager to work with AAA-rated Walker
Exclusive: Bethany Shard will join lead manager Martin Walker on the Invesco UK Opportunities and Invesco UK Equity funds.
04/05/2023
T Rowe Price global tech manager steps down
Alan Tu has stepped down and Dominic Rizzo, who was named co-manager of the Global Technology Equity fund in December, will become the sole manager of the strategy.