07/13/2022
Ninety One's long-standing multi-asset head steps down from funds
Philip Saunders, co-head of multi-asset growth for the past two decades, has moved to the Ninety One Investment Institute.
Executive Moves
07/13/2022
Evelyn Partners continues South West expansion
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced the appointment of Matt Dickinson as the firm’s first Cornwall-based investment man
07/13/2022
EdR overhauls management in CHF 12bn real estate investment arm
This is part of the firm’s efforts to expand its offering of funds and mandates with a regional, sector or thematic focus.
07/12/2022
Wealthspire Advisors Appoints Family Office Services Team
She joins Wealthspire from Coblentz Patch Duffy & Bass, a high-end boutique law-firm in San Francisco, where she practiced for the last five years.
07/12/2022
Jennifer Hawley promoted to banking officer in Alpine Bank Wealth Management
Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview
07/12/2022
Geneva boutique hires AAA-rated PM for net zero strategy
Olivier Ken will join Martina Turner’s team.
07/12/2022
Partners Group continues to strengthen transformational investing capabilities
He will succeed David Layton, Partners Group's Chief Executive Officer, as Head of Private Equity.
07/12/2022
Sygnum adds SBI and Prudential tech-heavyweights to Board of Directors
Both technology leaders join Sygnum at an important time.
07/12/2022
Indosuez Wealth Management appoints Managing Director in Italy
He also ensures the coordination of the development of the Italian clientele for all the entities of the Indosuez group.
07/12/2022
Credit Suisse appoints investment process head
Jamie Lewin will oversee the processes within the newly created global investment division.
07/12/2022
Lombard Odier drives strategic global development with key senior management appointments
Both Vincent and Francis will work closely together to ensure a seamless transition and consistency in governance of the bank’s Asian operations.
07/12/2022
Fidelity with head of sales for Swiss institutional investors
With the new appointment, Fidelity underscores the importance of this business area for the future development of the company.
07/12/2022
UBP Names Asia Head of Structured Products
In her new role, she will assist the bank’s wealth management and investment services arm in creating structured product solutions for clients in Asia.
07/11/2022
Credit Suisse hires first credit strategist for Swiss franc bonds
He will work closely with sales and trading to develop trading ideas for Swiss franc bonds.
07/11/2022
Marcuard Heritage expands expertise in the top customer segment
The company also offers fiduciary services with the asset manager Swisspartners.
07/11/2022
St. Galler Kantonalbank is expanding in Germany
In the Frankfurt office, Krause will work as a consultant and Lorenz as a securities specialist.
07/11/2022
Top 100 star joins AJ Bell as research head as Ryan Hughes steps up
Alena Kosava joins two months after her exit from Ascot Lloyd DFM Avellemy, replacing current research boss Ryan Hughes who has been promoted to head of investment partnerships.
07/11/2022
Evelyn Partners bolsters London office with Investment Director appointment
Oliver joins Evelyn Partners after spending five years at Quartet Investment Managers where he was an Investment Director.
07/11/2022
GAM appoints Head of Nordics, Distribution
He will be responsible for GAM’s distribution strategy in the Nordics and will lead business development, client service and engagement with consultants in the region.
07/11/2022
Alexis Mignonac has joined Edmond de Rothschild REIM as Investment Director for France Title
He will be responsible for overseeing acquisitions of all property asset classes in France, including offices, logistics and residential.