Managers of Wealth

Cantonal bank appoints AM business unit head

The unit includes the investment office and the institutional and private portfolio management departments.

Private markets boutique hires ex-Syz client services head

She is based in Geneva and is in charge of developing the business among Swiss private clients and institutional investors.

Marie Seiler appointed Head Real Estate Portfolio Management for third-party asset management business of Swiss Life Asset Managers in Switzerland

She joins Swiss Life Asset Managers from PwC Switzerland, where she spent over 15 years working for the Real Estate Advisory Team in Zurich, Geneva and Basel.

Credit Suisse corporate banking head for Switzerland exits

The head of SME business for Switzerland, Andreas Gerber, will succeed him in January.

Leading international M&A advisory firm further strengthens its green and sustainable transaction network team

impact investing sector, developing a particular expertise within ESG, sustainability and green investments, also holding board positions in climate and transport as well as cybersecurity, transparency and R&D.

BNP Paribas Asset Management Appoints Global Head of Client Services

In his new role, Daniel will be responsible for enhancing BNPP AM’s client services across all regions.

Zurich-based fund boutique taps Blackrock again

Prior to that, he held roles in equity research, with a focus on capital goods, at MF Global, HSBC and Capital Group.

Former Bellevue president replaces veteran as Bâloise chair

He will step down from his role as managing director of Corfinad, which specialises in consultancy for M&A transactions and capital market finance.

Crestbridge maintains family office services growth with Director appointment

In his new role, Daniel will focus on ensuring that clients continue to benefit fully from Crestbridge’s comprehensive suite of tailored fiduciary and support services.

RWC makes key hire to lead business development in Switzerland

Hirter brings a wealth of experience and regional understanding, and joins from Fidelity International, where he was Head of Sales for Switzerland and Liechtenstein.

UBS appoints president of Swiss unit

Changes effective 1 February 2021

Bonhôte appoints first Lake Geneva regional head in expansion plan

Léon Lauber will provide business support for the Lausanne and Geneva branches and aim to build the bank’s reputation in this region.

George M. Vazquez and Howard Needle join Wellesley Asset Management

I am so pleased that George and Howard have joined our firm, bringing new insights as we look toward our next decade of growth in the investment industry.

Cashfac appoints wealth manager

Based in Toronto, Sherri brings over 20 years’ experience in the banking industry working with Schedule I Canadian banks.

AM cancels CEO appointment and hires replacement

The former CEO is becoming CFO on a three-year term.

Partner with unlimited liability leaves Privatbank

He was a member of the Geneva private bank for a total of 36 years.

Northern Trust Hires Head of Fiduciary for Global Family Office and Private Investment Office Group

He will also work directly with clients and their advisors to develop a consultative relationship and gather information related to their financial circumstances and goals.

New UK Chief Executive Officer for Wealth Management Business and appointment to UK subsidiaries

David has over 30 years' experience in financial services with Lloyds Banking Group where he has held numerous senior leadership roles in distribution and functional areas across its Retail, Commercial and Insurance divisions.

Stonehage Fleming appoints director in Jersey family office team

Stewart led a team of bankers and was part of the senior management team responsible for a cGBP4 billion loan book, and new business origination.

JPMorgan bolsters advisor talent in New York, Houston

She will report directly to J.P. Morgan Advisors CEO Chris Harvey.

Executive Moves