09/30/2022
Rothschild to Expand Investment Banking Business in India
The expansion coincides with growing Indian deal activity
Executive Moves
09/30/2022
BlackRock appoints Hua Fan Head of China and Jim Zhang General Manager of BlackRock CCB Wealth Management
BlackRock’s business in China has made great strides
09/29/2022
Pureos Partners welcomes new Partner to its Investment Team
She was one of the core members responsible for building GlycoVaxyn’s success and its acquisition by GSK in 2015, when she became CEO and co-founder of LimmaTech.
09/29/2022
Insurance consultant Kessler expands Swiss presence
This means that Kessler has ten locations throughout Switzerland and Liechtenstein.
09/29/2022
Schroders head of institutional sales retires
Howard joined Schroders in 2005 from Fortis, where she ran institutional sales for almost five years.
09/29/2022
Vontobel's digital boss has had enough after two years
Triebel, who joined Vontobel in October 2020, informed the bank in the spring of his decision to step down before the end of the year.
09/29/2022
Dr. Stefan Seiler New Chairman of the Foundation Board
He is currently serving as an Adjunct Professor in Leadership and HR Management at Nanyang Business School in Singapore.
09/29/2022
Evelyn Partners expands investment management team
Recent market events continue to highlight the importance of good advice tailored to individual circumstances.
09/29/2022
Nick Bossart joins Rothschild & Co as Head of Global Advisory, Switzerland
Mr Bossart’s appointment reaffirms Rothschild & Co’s continued commitment to serving their Swiss client base.
09/29/2022
M&G plc appoints Chief Executive Officer
The appointment has been approved by the PRA and FCA.
09/29/2022
Credit Suisse Appoints China Securities Chief
Should the information be confirmed, Wang would fill a role left empty following the departure of ex-CEO Tim Tu in April who was subsequently renamed the co-head of the APAC financing group together with Aaron Oh.
09/29/2022
Strong Swiss asset management tackles major challenges
While three decades have brought enormous changes to the asset management industry, the main goal of the association has not changed.
09/29/2022
BlackRock Replaces China Wealth Unit Head as Pressures Mount
Ji Bing will return to Hong Kong with future role undecided
09/29/2022
Deutsche Bank expands Geneva location for rich families
In addition, Sophie Dumont will join Wealth Management Switzerland in Geneva as Relationship Manager and support Saint-Arnaud.
09/28/2022
BNP Paribas AM Names Stewardship Head in Asia
Based in Singapore, she reports to global head of stewardship Michael Herskovich and Singapore chief executive Angelia Chin.
09/28/2022
Wealth Management Team Led by Harold Reinstein and Michael Nelson Joins First Republic
They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
09/28/2022
Pictet’s Zurich Head Reaching For the Stars
Aerni, who currently heads the Swiss German wealth management business, will switch to the new role in early July 2023.
09/28/2022
PIMFA welcomes Courtney Havers’ Ray Tuffield to its Board
He brings almost 50 years’ experience of financial services to the PIMFA Board.
09/28/2022
Unique hires Vanessa Scott into newly created COO role
She takes on the newly created COO role at the 32-strong adviser business with immediate effect.
09/28/2022
Top 50 independent asset manager CEO retires at age limit
Etienne Gounod will become chairman of the board of directors at Forum Finance, while Hippolyte de Weck is set to replace him as CEO.