09/01/2025
Zurich adviser recruits advisory solutions chief
Former Avobis research chief Burak Er joins SMZH in Zurich.
09/01/2025
Former Avobis research chief Burak Er joins SMZH in Zurich.
09/01/2025
Fundpath was built on the foundation of trust, relationships, and clarity
09/01/2025
Thomas Chung heads wealth management for international clients in Switzerland and Asia.
09/01/2025
The appointment comes as Aberdeen’s managed portfolio service (MPS) surpasses £3bn in assets under management.
09/01/2025
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
Hires from Federated Hermes as Aviva Investors restructures fixed income research team
08/29/2025
The UBS homegrown talent gained most of her experience within the bank’s Chief Investment Office.
08/29/2025
The Crown Estate has announced the appointment of Peter Hofbauer to The Crown Estate Board.
08/29/2025
Andrew Sloan joins UBS as client advisor director in the Edinburgh after seven years with RBC Brewin Dolphin.
08/29/2025
He will take up the role as chair from 1 September 2025.
08/28/2025
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
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
Based in Zurich, he will report to Sven Württemberger, CEO of DWS Switzerland.
08/28/2025
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
Derek Miles is being replaced as CEO of Titan Wealth Planning by current Titan COO Damian Sharp.
08/27/2025
Thomas Bauer is an independent expert with extensive banking expertise; his publications have received national attention.
08/27/2025
Justin Turner has spent over three decades with the asset manager.
08/27/2025
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.
08/27/2025
Prompting new inclusion framework for members of the boutique think tan
08/27/2025
QCAM has announced Stefan Hiestand as its new board member.