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Executive Moves

02/07/2023

EFG Asset Management appoints global head of fund research

Rising star takes top position at Swiss group with former boss moving to new director post within chief investment office.

02/07/2023

Lausanne digital assets specialist expands executive team

Two former IBM employees have joined Metaco.

02/07/2023

Glarus wealth manager adds ex-ZKB CEO and two others to board

Belvédère Asset Management will also appoint a new chairman in May, subject to regulatory approval.

02/07/2023

Pictet announces full-year 2022 figures and change on Board of Partners

Pictet also announced that Managing Partner Bertrand Demole has decided to step down on 30 June of this year after 22 years at the firm.

02/06/2023

Suntera Global enhances client proposition with Corporate Head appointment

Global professional services provider announces new appointment to support the continued growth of its burgeoning corporate division.

02/06/2023

Focused Wealth Management’s Anthony DiCapua joins the Board of Directors for SUNY Orange Foundation & Alumni Engagement

This esteemed position will allow DiCapua to bring his extensive experience in finance and investments to the Foundation, which supports the educational mission of SUNY Orange.

02/06/2023

REYL Intesa Sanpaolo appoints Frédéric Le Hellard as Chief Operating Officer and Tatiana Carruzzo as Head of Asset Services

The Bank has also appointed Tatiana Carruzzo as Head of Asset Services, focused on delivering excellence in custody, administration, legal representation and paying agent services for institutional investment fund clients.

02/06/2023

Vaudoise Versicherungen Holding AG: The Board of Directors proposes Nathalie Bourquenoud as a new member of the Board of Directors

She is to succeed Chantal Balet Emery, whose mandate expires at the 2023 General Assembly.

02/06/2023

Archie Irtizaali & Michelle Panayi join ZEDRA as Client Development Directors

Based in Jersey, Archie will be reinforcing existing partnerships and building new ones globally

02/06/2023

GAM Appoints investment analyst to Asian equities team

Fanwei joined the team as Investment Analyst on 1 February 2023 and will be based in Hong Kong.

02/06/2023

Chris Anderson joins Sigma Private Office as Managing Partner

Chris brings over 15 years of experience from various roles at Barclays, most recently as a Market Head for the Private Banking business in the UAE.

02/03/2023

StanChart Expands North Asia Private Banking Unit

Previously, he also worked at UBS and Morgan Stanley covering UHNW clients in the region.

02/03/2023

Reshuffle in UBS ECM team, Dignam heads to family office

It’s a big jump for Dignam, who spent the past 12 years at UBS.

02/03/2023

Welcoming Daniel Walsh as ZEDRA Governance Client Director

Daniel joins from Isio where he was Head of Fiduciary Management Research.

02/03/2023

Burges Salmon appoints new Head of Private Wealth Sector

The firm has appointed Suzanna Harvey as the new Head of its Private Wealth Sector

02/03/2023

Sanctuary Wealth Embarks on Next Stage of Growth with Appointment of Adam Malamed As Chief Executive Officer

He served a pivotal role in building the enterprise to encompass 4,500 financial advisors, approximately $200 billion in client assets and an enterprise value of $1.3 billion.

02/03/2023

JPMAM removes Lanctot from Global Macro fund

Schrenick Shah and Josh Berelowitz

02/03/2023

Ex-UBS and Julius Baer Bankers Join Sound Capital

In recent months, the Zurich-based firm has been able to sign up various frontline staff as well as executives for its corporate center.

02/02/2023

Value Partners appoints Sean CHANG as Co-Chief Investment Officers, Fixed Income

CHANG and IP will both be responsible for leading the fixed income team to create and manage high quality investment solutions for our clients.

02/02/2023

Praxis rewards team development with annual promotions round

Other senior promotions include Craig Platt and Lucy Janes to Senior Trust Managers, and Francesca Moullin to Senior Manager, New Business in Guernsey.

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