05/30/2023
Julius Baer strengthens its Basel branch with new relationship managers
Gabriele Klass brings more than 28 years of experience in the financial industry.
Executive Moves
05/30/2023
Allianz Global Investors Names New Switzerland Head
Markus Lehner joined from Legal & General Investment Management
05/30/2023
Verso Wealth Management appoints former Brown Shipley CEO group chief executive
Prior to that, he held the role of Brown Shipley CEO for four years, where he oversaw a £1bn AUM business integration, increased profitability and completed a strategic technology re-platforming.
05/29/2023
ZEDRA Governance appoints Phil Clark as Client Director
Phil has all of these skills and more, with a strong background in strategic planning and creative thinking.
05/26/2023
Pacific Asset Management Appoints Global Head of Institutional Sales
She will report to Chief Executive, Matthew Lamb, and will join as a Partner and member of the Executive Committee.
05/26/2023
Toby Glover appointed CEO of Schroders Wealth US
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
05/26/2023
TMF Group appoints new Chair and Supervisory Board members
She rose up the ranks in Citibank, then became CEO of Transaction Banking at ABN before joining Alvarez and Marsal.
05/26/2023
Schroders continues expansion of UK LDI team
Owen Davies joins from Russell Investments and Sunil Patel from Willis Towers Watson.
05/26/2023
Barclays Switzerland appoints Lombard Odier veteran as chairman
Henry Fischel-Bock has more than 30 years' experience leading international private banking teams.
05/26/2023
Armstrong Watson Financial Planning and Wealth Management appoints new Managing Director
It comes as the firm also announces Senior Financial Planning Manager Justin Rourke’s promotion to Financial Planning Director - Head of Advice.
05/25/2023
Weatherbys Banking Group names new chairman, NED and CEO
Roger, who became CEO in 2000, will take over from current chairman David Bellamy, who is stepping down in March 2024 after six years in the role.
05/25/2023
Santander AM makes Pictet and APG hires for senior roles
The Spanish asset manager has appointed new leads for its asset allocation and multi-asset divisions.
05/25/2023
Fidelity International appoints head of stewardship
Emilie Goodall will support ESG analysis and engagement activities
05/25/2023
LGIM appoints new Head of Infrastructure Debt
Previously, John spent over eight years at IFM Investors, most recently as Executive Director, Debt Investments where his role focused on deploying institutional capital into pan-European infrastructure debt.
05/25/2023
Oberon Investments poaches Atomos 30 Under 30 star
Oberon Investments has expanded its investment management team with the hire of Citywire 30 Under 30 Star, Harry Finster.
05/25/2023
Partners Group announces amendments to the composition of its Executive Team
Hans Ploos van Amstel will transition from the Chief Financial Officer (CFO) role into an Advisory Partner function.
05/25/2023
Schroders Personal Wealth appoints Justin Blower as Regional Director
Prior to joining SPW, Justin held the role of Sales Director at M&G Wealth where he led the Platform Distribution Teams for over seven years.
05/25/2023
Barclays announces new leadership for Global Equities
Scott McDavid appointed Global Head of Equities, and Ronnie Wexler appointed Global Head of Equities Distribution.
05/25/2023
Ocorian appoints new Chief Information Officer
With a track record leading technology delivery for financial and professional services firms in London, Sydney and the Cayman Islands, Stuart is based in Jersey.
05/25/2023
Aegon promotes Jordan Irvine to Client Director
He initially joined the firm in 2022, working in Aegon Asset Management’s distribution team.