09/01/2025
Migros Bank: New Head of Corporate Customers in French-speaking Switzerland
The position was previously filled on an interim basis.
Executive Moves
09/01/2025
Partners Group appoints Tarak Mehta as Partner and Co-Head of Private Equity Goods & Products
Tarak will co-lead the Private Equity Goods & Products Vertical alongside Manas Tandon, who is also a Partner.
09/01/2025
Zurich adviser recruits advisory solutions chief
Former Avobis research chief Burak Er joins SMZH in Zurich.
09/01/2025
Fundpath appoints chief insight officer and chief ai officer To drive human and artificial intelligence strategy
Fundpath was built on the foundation of trust, relationships, and clarity
09/01/2025
IAM appoints partner for Swiss international clientele
Thomas Chung heads wealth management for international clients in Switzerland and Asia.
09/01/2025
Aberdeen Adviser hires Mark Hopcroft to lead MPS growth
The appointment comes as Aberdeen’s managed portfolio service (MPS) surpasses £3bn in assets under management.
09/01/2025
UBS hires wealth advisor Andrew Sloan for Edinburgh expansion
His hire reinforces UBS’s commitment to providing locally informed, personalised advice to clients in the UK and Channel Islands, backed by the scale and expertise of the firm’s global footprint.
09/01/2025
Lundie hires ex-Federated Hermes colleagues to Aviva Investors bond team
Hires from Federated Hermes as Aviva Investors restructures fixed income research team
08/29/2025
UBS: New Head of Investments and Pension Solutions in Personal Banking
The UBS homegrown talent gained most of her experience within the bank’s Chief Investment Office.
08/29/2025
Peter Hofbauer appointed to The Crown Estate Board
The Crown Estate has announced the appointment of Peter Hofbauer to The Crown Estate Board.
08/29/2025
UBS Wealth hires RBC Brewin Dolphin manager for Edinburgh bespoke arm
Andrew Sloan joins UBS as client advisor director in the Edinburgh after seven years with RBC Brewin Dolphin.
08/29/2025
FCA announces new chair of Smaller Business Practitioner Panel
He will take up the role as chair from 1 September 2025.
08/28/2025
Appointment of David Claus as Group Head of Asset Servicing and termination of the Asset Servicing transaction with Apex Group
With 30 years of experience in financial services and a recognized expertise in asset servicing, David will play a pivotal role in leading the development of the Edmond de Rothschild Asset Servicing business line.
08/28/2025
Robert Campbell appointed as sales director for DNS Group
His new elevation means Campbell is responsible for sales strategy across the entire DNS Group, Campbell will oversee client engagement and revenue growth, supporting the firm’s ambition to expand its market presence.
08/28/2025
DWS Appoints New Head of Institutional Sales for Switzerland
Based in Zurich, he will report to Sven Württemberger, CEO of DWS Switzerland.
08/28/2025
M&G Investments appoints European Head of Insurance Solutions
Moussier will be responsible for delivering investment solutions to European insurers, through funds, mandates or co-investments, and for building strategic partnerships to co-develop life and retirement insurance solutions.
08/28/2025
Titan swaps advice CEOs as it restructures operations
Derek Miles is being replaced as CEO of Titan Wealth Planning by current Titan COO Damian Sharp.
08/27/2025
Thomas Bauer takes over interim presidency of BLKB
Thomas Bauer is an independent expert with extensive banking expertise; his publications have received national attention.
08/27/2025
HSBC Global AM sustainable multi-asset head retires
Justin Turner has spent over three decades with the asset manager.
08/27/2025
LGT Hires Former Julius Baer Banker in Dubai
In her new role, she will serve as a Senior Banker, advising ultra-high-net-worth clients in the EMEA region (Europe, Middle East and Africa) as well as in Asia.