07/05/2022
Weatherbys banker joins ex-Brooks London boss’ wealth boutique
David Stead joins the London-based boutique which is run by former Brooks Macdonald London heads.
Executive Moves
07/05/2022
Apollon Wealth Management Names Chief Investment Officer
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings
07/05/2022
Rockefeller Capital Management Names Rose Lee
Before joining Rockefeller, Lee served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.
07/04/2022
Vontobel AM's former alternatives head joins Zurich boutique
Experienced illiquid investor takes on new position which will involve covering hedge fund selection and monitoring.
07/04/2022
Abrdn replaces Davidson through internal promotion
Fennell reports to Abrdn global head of alternatives Russell Barlow and manages a team of five people.
07/04/2022
Julius Baer announces new CEO for Julius Baer India
He succeeds Ashish Gumashta
07/04/2022
Former Commerzbank CIO joins German wealth manager
The new hire will take charge of investment processes, including capital market strategy and asset allocation.
07/04/2022
StanChart Nets Ex-J.P. Morgan Private Bank Strategist
He is responsible for the CIO office’s coverage and capabilities for the North Asia region while representing its views to affluent clients.
07/04/2022
A-rated high-yield PM joins GAM from Swiss rival
Fund manager ends eight-year stint with Swiss private bank to become senior investment manager at Zurich-based group.
07/04/2022
Swiss Life Asset Managers appoints head of real estate Switzerland
The internal appointment replaces Renato Piffaretti, who has taken a new position elsewhere.
07/04/2022
Pascal Eyholzer becomes a partner at ZWEI Wealth
ZWEI Wealth strives to recruit the best advisors.
07/04/2022
Nick Reeves re-joins Evelyn Partners from Deutsche Bank
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has appointed Nick Reeves as a Partner in its London financial planning team.
07/01/2022
Northern Trust Appoints Managing Director in Houston Office
She will partner with Houston President John Hantak on client development, compliance management and office management.
07/01/2022
Newton IM names AA-rated manager as new mixed-asset chief
Fund house announces change in leadership roles as Citywire AAA-rated investor announces plan to retire.
07/01/2022
Quilter appoints Jenny Davidson as head of strategic propositions
Jenny joined the business on 27th June 2022, reporting to David Tiller, commercial and propositions director.
07/01/2022
Presidential chair of the Thurgauer Kantonalbank newly filled
In order to ensure a well-founded handover at the head of the bank, the Thurgau Great Council had already elected Brunner as President in spring 2021.
07/01/2022
Geneva WM hires COO
Viard will work alongside the firm’s CEO Alain Zell, to support the development of the business.
07/01/2022
Butterfield appoints two senior roles in personal banking expansion
Julian and David will oversee that process of continued development.
07/01/2022
BKB Sustainability Advisory Board under new chairmanship
After 36 years of commitment to a more sustainable Swiss financial center, Müller has decided to reduce his professional obligations.
07/01/2022
McKinsey appoints new boss for Switzerland
The appointment will be made according to rotation: The 44-year-old will replace Felix Wenger , who has held the position since 2016 and remains a senior partner in McKinsey's Swiss office, as part of the usual rotation.