03/25/2025
U.S. Investment Specialist Expands Presence in Switzerland
The company appointed Robert Steiner as Head of Wealth Distribution for Switzerland and the DACH region.
Executive Moves
03/25/2025
Markus Lack becomes new Head of Private Pensions
Markus Lack succeeds Niklas Elser, who was appointed Head of Pensions to the Executive Board of AXA Switzerland, effective April 1, 2025.
03/25/2025
HSBC global discretionary head leaves to set up family office
Owen Jenkins, HSBC's global head of discretionary portfolio management, has left the bank, and will be replaced on an interim basis by Sai Tampi.
03/25/2025
New member of Jyske Bank’s Group Executive Board
Previously, she held leadership positions with responsibility for sales, development, and implementation at DNB and tech companies such as Ericsson, Microsoft and Telenor.
03/24/2025
UBS hires ex-JPMorgan dealmaker Dawson to co-head levfin origination in Europe
The Swiss bank has been looking to gain ground in leveraged finance
03/24/2025
New manager duo join €6.3bn Pictet environment strategy
Chris Elias and Pictet graduate scheme product Nadine Hayderi join Luciano Diana and Katie Self on Swiss firm's giant GEO fund.
03/24/2025
New manager duo join CHF 5.5bn Pictet environment strategy
Chris Elias and Pictet graduate scheme product Nadine Hayderi join Luciano Diana and Katie Self on Swiss firm's giant GEO fund.
03/24/2025
Copernicus Senior Partner New at Alpen Partners
Prior to that, Hollenstein spent 16 years as a managing director of the external asset manager department at Credit Suisse in Zurich.
03/24/2025
Santander appoints new global head of insurance
Move part of a broader restructuring of insurance business
03/24/2025
Northern Trust Asset Management Names UK Head of Sales
Tim Brown Latest Regional Hire in Growing International Presence
03/24/2025
14 people promoted at Ocorian
The promotions highlight Ocorian’s ongoing growth, and its dedication to nurturing progression for its team members.
03/24/2025
Andrius Načajus will become the CEO of INVL Asset Management
Andrius Načajus will also be a member of the board of INVL Financial Advisors, the financial brokerage company operating under the brand name INVL Family Office.
03/24/2025
L&G appoints Paula Llewellyn as CEO, DC & Workplace Savings
Largest UK DC pension provider announces change to executive leadership team.
03/21/2025
Lombard Odier's Magnenat to become LOIM UK CEO
The regional Asia head moves to London, as former Indosuez WM Asia boss Omar Shokur starts his new role at the Swiss private bank.
03/21/2025
Jersey-based TEAM CFO exits in board changes
It is planning to appoint a new non-board CFO in due course
03/21/2025
Top 50 IAM appoints 10 partners in Switzerland
Probus Pleion has expanded its partnership to 17 people. The new partners come from five branches across Switzerland.
03/21/2025
Daniela Diethelm Takes On New Role at Vontobel
She was simultaneously a member of Vontobel’s Wealth Management executive committee.
03/21/2025
Teneo Appoints Paul Mann as a Managing Director with its Financial Advisory Business
He has experience working across many industry sectors, with particular experience within the pharmaceutical, automotive, aerospace, industrial products, financial services, agricultural, retail and travel and leisure sectors.
03/21/2025
Barclays appoints Kieran Whitty as a Co-Head of Healthcare for Europe, Middle East and Africa
This appointment reflects Barclays’ effort to continue its growth in the UK and Continental Europe
03/21/2025
Evelyn Partners expands its debt advisory practice with experienced appointments
The new joiners follow the appointment of Fenton Burgin as partner in September 2024 to significantly expand the debt advisory team at Evelyn Partners.