09/06/2023
Richard Wood to join Cazenove Capital as Portfolio Director in Yorkshire, reflecting the company's continued focus on tailored wealth management services for clients across the region.
09/06/2023
The Federal Council elected Rene W. Keller as a new and additional member of FINMA’s Board of Directors.
09/06/2023
The Board of Directors very much regrets this decision and would like to thank Urban Angehrn for his lasting contribution to FINMA during an exceptionally challenging period.
09/06/2023
Jérôme Berton will run the new strategy from Cité Gestion which focuses on small and mid-cap stocks.
09/06/2023
Former Credit Suisse senior portfolio manager Alexandra Hallen Utterman joins Lombard Odier Group.
09/06/2023
Claudia Panseri is moving to France for the new role.
09/06/2023
He will join SJP on September 12, has nearly 20 years’ of experience in investment management.
09/06/2023
He joined the Third Platform Services board in 2021 and has now been elevated to chairman.
09/06/2023
In that role he was responsible for the management and oversight of the Trust Company’s national fiduciary administration business.
09/05/2023
The new head of Germany has 25 years of experience at UBS in national and international wealth management.
09/05/2023
Previously Chantal spent 23 years at Willis Towers Watson, the global risk and people consulting and brokerage firm, where she held several senior roles in Asia and Europe.
09/05/2023
Walker Crips plans to open an East Midlands arm for Abrdn’s Matthew Crawshaw and has recruited Francis Clark’s Kaz Dev as part of its regional push.
09/04/2023
Prior to that, he was an Investment Manager at Deutsche Bank Asset & Wealth Management and held various roles at BNP Paribas and UBS Spain.
09/04/2023
She will also work with Richard Joynt, Head of Family Office, to support the services offered by the firm to its family office clients.
09/04/2023
Pascal Fux, Alain Burkhard and Pierre Pradignac all joined Lombard Odier this September.
09/04/2023
Roman Urnaut is the first person to work as a business architect at the cantonal bank.
09/04/2023
Allegra Verwaltungs is based in Chur, and was first registered as a business at the start of this year.
09/04/2023
Roger Weatherby hands the reins of the family-owned bank to Quentin Marshall.
09/01/2023
He will be succeeded by Diego De Giorgi who will join the Company on 1 September 2023 as GCFO Designate.
09/01/2023
In his role he was responsible for managing a range of institutional and retail funds across global, European and UK equity mandates.