06/13/2025
She leads our Jersey Private Capital & Trusts practice group and has over 20 years' experience delivering bespoke solutions for international families and family offices.
06/13/2025
Oliver Banz has joined AS Equity Partners to lead portfolio operations.
06/13/2025
In his new role, Horne will work closely with Chris Lyon, global head of defined contribution, as well as leaders across the firm’s global retirement group.
06/13/2025
Bénédicte Chrétien appointed Chief Executive Officer of CFM Indosuez Wealth Management, the wealth management brand of the Crédit Agricole Group in Monaco
06/12/2025
New role created to recognise the ‘increasing importance’ of private markets within the industry
06/12/2025
Luka Gakic will step down in July as part of the restructure the firm is undergoing.
06/12/2025
He succeeds Rory Tapner, who held the position from 2020 to the end of 2024.
06/12/2025
Burr joins the private office as a client adviser.
06/12/2025
Tom joins the business with over 19 years’ experience in global financial services and fiduciary businesses.
06/12/2025
Beck brings over 30 years of business leadership and consultancy experience in the financial sector.
06/12/2025
Ex-J Safra Sarasin adviser Waldo Alvarez-Santullano and ex-UBS relationship manager Daniel Sacerdoti have both joined UBP as senior relationship managers.
06/12/2025
An experienced asset manager is taking over as the new Chairman of the Board of Directors.
06/12/2025
This follows the appointment of Juhani Erke as Chief Asset Management Officer (CAMO) last year.
06/12/2025
His appointment reinforces GAM’s long-standing commitment to professional investors in Germany and Austria.
06/12/2025
The Board has appointed Annabel Spring as the new CEO of Allfunds, who will take office in June
06/12/2025
Marcel Meyer has audited and advised clients in financial services, real estate, trading and technology.
06/11/2025
Jeremy’s appointment reflects Puma’s ambition to scale further and ensure a cohesive, high-performing offering focused on delivering high quality investment products for its retail investor client base.
06/11/2025
The newly created post signals the fund trade body’s recognition of the growing importance of private markets in the industry
06/11/2025
In this role, he and a team of around 30 people will be responsible for the operational development of the consulting business in Switzerland and other European markets.
06/11/2025
After a near 15 year tenure with LLB, Gabriel Brenna has decided to pursue new a career as CEO at Raiffeisen Switzerland.