09/01/2023
HIGHVERN strengthens private wealth team with new appointment
She will also be working closely with Richard Joynt, Head of Family Office, to support the wide array of services offered by HIGHVERN to its family office clients.
Executive Moves
09/01/2023
Laura Hemrika appointed new CEO of the Julius Baer Foundation
As of today, Laura Hemrika takes over as CEO of the Julius Baer Foundation.
09/01/2023
KPMG appoints insurance manager as partner
Lacher has twenty years of practical experience in the insurance sector.
09/01/2023
Premier Miton sticks with Europe manager for just two years
The firm has closed Will James’ fund due to a lack of assets after hiring him specifically to launch the strategy.
09/01/2023
AA-rated equity manager leaves Algebris
Simon Peters departs UK-based group after eight years.
09/01/2023
Brooks Macdonald hires head of investment specialist team from Sarasin
Newly-created role
09/01/2023
Alexander Sommer becomes the new CEO of DSwiss AG
The company has a solid market positioning when it comes to securing premium data.
08/31/2023
Group of relationship managers joins Julius Baer in Geneva to form a new team for local entrepreneurs and executives
The team will be headed by Adrien Genecand, who will assume his new position at Julius Baer on 1 September 2023.
08/31/2023
BNP Paribas WM CEO for EMEA resigns
Masroor Batin has resigned from the bank after earlier talk that he will transition into a new role.
08/31/2023
IAM suddenly replaces Zurich office CEO
Karolyn Krekic will be succeeding Johannes Wettstein as CEO of the Zurich office and head of the DACH region effective immediately.
08/31/2023
Lugano wealth manager poaches senior client RM from Pictet
Rachel Alioska has joined LFA Lugano Financial Advisors as a senior client relationship manager in Zurich.
08/31/2023
JM Finn & Co hires new Head for Yorkshire Office
Andrew Aitken has joined JM Finn & Co as Head of the Yorkshire Office.
08/31/2023
Rothschild & Co’s Wealth Management business expands its Zurich-based team for Central and Eastern European clients
The new team joins from Credit Suisse and will start at Rothschild & Co on 1 September 2023.
08/30/2023
Activist Investor Group Proposes New CEO for GAM
He began his career in Europe in 1995
08/30/2023
Credit Suisse's global head of sustainable investing exits
Jeroen Bos will enter gardening leave at the end of this week, with an 'exciting next chapter to follow'.
08/30/2023
Close Brothers AM makes another hire from Investec W&I
Chris Hutchinson joins as senior investment manager
08/30/2023
Stratos Wealth Holdings names Phil Nuttall as Chief Operating Officer
Experienced Financial Leader Joins From LPL Financial to Lead Stratos' Infrastructure and Asset Management Operations
08/29/2023
RBC Appoints Interim Asia Wealth Head
Based in Singapore, Ireland will also retain his existing role as head of global markets APAC for RBC Capital Markets.
08/29/2023
Barings Adds New Directors in Singapore, Sydney
Previously, she also worked at Mirae Asset Global Investments, Robeco and Credit Suisse.
08/29/2023
The Search for Vontobel's New CEO Intensifies
At the same time, Vontobel has set itself ambitious staff expansion targets which are somewhat difficult to orchestrate while the search for a CEO is ongoing.