10/04/2023
All Roads fund manager quits Lombard Odier for boutique
The All Roads multi-asset fund range has about CHF 3.8bn in assets under management.
Executive Moves
10/04/2023
TMF Group appoints Global Head of Private Wealth and Family Office services
Tim joined TMF Group in March 2019
10/04/2023
HSBC appoints Head of Wealth and Personal Banking for Channel Islands and Isle of Man
Prior to that, he worked in Brazil, Hong Kong, Mexico, the USA and UK in different areas of HSBC’s WPB division, while he has also served on the boards of several HSBC subsidiaries.
10/04/2023
Stonehage Fleming appoints Director in Zurich Family Office
Taymour is based in Zurich and will report directly to Caroline Bauer, Head of Family Office Zurich. Taymour’s role is newly created and effective immediately.
10/03/2023
C. Hoare & Co. increases its North West footprint with new hire
Andrew Leach has been appointed as a relationship manager for the North West of England by C. Hoare & Co.
10/03/2023
Bank of Singapore Appoints NRI Market Heads
Following this appointment, they will report to Rodney Sin, head of Greater China and North Asia, who will oversee the NRI segment in Southeast Asia.
10/03/2023
Sanctuary Wealth Taps Former Morgan Stanley Executive Chris Shaw to Lead East Coast Recruiting Efforts and Support of Partner Firms
Shaw's Addition to Management Team Further Underscores Sanctuary's Appeal to High-Performing Breakaway Advisors Across Entire Wirehouse Channel
10/03/2023
Julius Baer hires Credit Suisse RMs to expand Apac Switzerland team
The bank has hired Credit Suisse’s Fernando Kresna Baay as team head of Apac Switzerland, as well as two more veteran CS bankers to join Baay’s team.
10/03/2023
IQ-EQ appoints new Group Chief Financial Officer
He was also formerly the Group Chief Financial Officer for Micro Focus International plc, a FTSE100 global infrastructure software company.
10/02/2023
BBVA Names Belén Blanco Jerez as Chief Executive Officer for Its European Asset Management Business
In her new capacity, Blanco will be responsible for BBVA's asset management business in Spain, Luxembourg and Portugal.
10/02/2023
GAM announces appointment of Elmar Zumbuehl as CEO
The appointment reinforces the corporate stability that is assured by the CHF 100 million funding commitment of our anchor shareholder Rock Investment SAS.
10/02/2023
HSBC recruits Credit Suisse banker to head Swiss international
The private bank has made multiple relationship manager hires for its EMEA hub in Switzerland recently, as it eyes a bigger share of ultra-high-net-worth clients in the region.
10/02/2023
EFG International appoints Tobias Wehrli as the new CEO of EFG Bank von Ernst AG (Liechtenstein)
In his new role, Tobias Wehrli will be based in Vaduz and will focus on further strengthening EFG’s position in Liechtenstein driving the expansion of the business.
10/02/2023
Jupiter distribution boss Tonkinson exits in restructure
Changes to the team will see the creation of a new ‘client group’ led by co-heads Max Guenzl and Mathias Mueller, with Warren Tonkinson leaving.
10/02/2023
Allianz SE Announces Updates to its Board of Management
She has been working closely with Giulio on a seamless continuation of leadership and is fully ready to step into her new role.
10/02/2023
Stonehage Fleming Appoints Director In Zurich Family Office
Taymour is based in Zurich and will report directly to Caroline Bauer, Head of Family Office Zurich. Taymour’s role is newly created and effective immediately.
10/02/2023
Georg von Wattenwyl returns as president of Swiss Structured Products Association
The former president’s return is accompanied by the addition of Markus Bader of Zürcher Kantonalbank (ZKB) to the board, as well as the extension of some members’ terms.
10/02/2023
Helvetica Capital president joins Top 50 IAM advisory board
Andreas Schmid, who has been appointed to the advisory board of Lakefield Partners, will advise the firm on the expansion of its business.
10/02/2023
Royal London pushes into private markets with creation of new role
He was previously at M&G, where he held the role of chief investment officer, private and alternative assets.
09/29/2023
VP Bank Chairman Thomas Meier is Stepping Down
He played a key role in shaping the bank's strategic development, according to the statement.