10/24/2024
M&G adds fresh face to AA-rated Vine’s Japan small-cap fund
Fund house names deputy manager who will work across UK and Ucits versions of smaller companies strategies.
Executive Moves
10/24/2024
Lombard Odier names new Geneva-based team head
Joel Oreiller has spent the past five years at Banque Internationale à Luxembourg.
10/23/2024
BMO Names Michele Havens Head of U.S. Wealth Management
In this new position, Havens is responsible for leading the company’s U.S. Wealth Management business including family office, investment management, trust, estate, private and business banking business.
10/23/2024
Eddie Grant to leave SJP's Technical Connection
Having joined seven years ago to integrate a small market leading business into the UK’s largest wealth manager, it now feels timely to embark on my next mission.
10/23/2024
First Sentier Investors hires Swiss Life man
The international asset manager First Sentier Investors has appointed Hendrik Neumann as Institutional Business Development Director at its Frankfurt headquarters.
10/23/2024
Titanbay hires BlackRock veteran for CEO post
Michael Gruener joins the firm as co-CEO, sharing the role with Ossama Soliman.
10/23/2024
Step Fourth: Welcome To Our New Joiners
Welcome onboard to Sabin Lungu, Danielle Dawson and Jack Johnston.
10/23/2024
EFG Bank recruits intermediaries relationship manager from VP Bank
With the latest hire, EFG Bank von Ernst continues its intermediary recruiting drive in Vaduz.
10/23/2024
Asset Risk Consultants appoints new Deputy Chief Investment Office
Dr James Cooke rejoins Asset Risk Consultants as Deputy Chief Investment Officer as the firm expands its CIO function to enhance client propositions.
10/23/2024
Boutique’s CIO steps down to launch investment process outsourcing firm
Silvio Halsig's new firm, Pyrrha Capital, is based in Zug and provides tailored services for asset managers.
10/22/2024
HSBC Appoints Group CFO
Kaur has nearly 40 years of experience, having worked for various international banks in the UK and the US.
10/22/2024
Lombard Odier appoints Mark Goddard as UK CEO
In his role, Mark Goddard will oversee the London office for the Bank’s private client division, leading its team of bankers and investment specialists, and continuing to drive Lombard Odier’s strong growth trajectory in this strategic market.
10/22/2024
Helvetia is reorganizing distribution and taking early action in appointing a successor to the distribution head as of 2026
This role groups together distribution channels with direct customer access in the domestic market of Switzerland, ensuring their optimal interaction for customers.
10/22/2024
CBH Swiss Banking Company becomes new CEO
This appointment, which is effective immediately, follows the retirement of Philippe Cordonier.
10/22/2024
PKB renews and strengthens its Group Wealth Solutions unit
Both functions will report directly to Alfonso Rivolta.
10/22/2024
Brown Advisory further strengthens Private Client team with appointment of Tessa Pilkington
She joins from Alti Global (formerly Alvarium Investments) where she was part of a team executing M&A transactions and capital raisings to grow the wealth management business.
10/21/2024
M&G Expands Intermediary Distribution Team
Based in Hong Kong, she will lead intermediary distribution business across Greater China
10/21/2024
Franklin Templeton appoints new VIC sales director
Her experience working with financial advisers and other consultants across several asset classes spans over 20 years.
10/21/2024
Perpetual CEO Reilly on turning around asset management
He replaced Rob Adams who had held the role of group CEO since September 2018.
10/21/2024
Luxury Retail Leader Chris Chong Joins Raffles Family Office as Board Advisor
Prior to his current position, Chris was the Chief Executive Officer, Retail and Workspace at CapitaLand Investment, a global real estate investment manager.