09/13/2023
They succeed Mario Giannini, who, after 22 years as Hamilton Lane’s CEO, will join Hartley Rogers as Executive Co-Chairman. Rogers has served as Chairman of the Board since 2005.
09/13/2023
Previously, he also held senior roles at Citigroup.
09/13/2023
Copernicus Wealth Management appoints Tatjana Xenia Puhan as its new CIO.
09/13/2023
Zurich-based investment firm has announced the succession plan, which will kick in later this year.
09/13/2023
He will utilise his 18 years of experience in the private wealth sector and oversee the Guernsey fiduciary team and drive growth initiatives within the business.
09/13/2023
At BNPP AM he will focus on developing the company’s ETF and index fund client base in the German-speaking area of Switzerland and providing clients with specialist expertise in sustainable ETFs and index investment solutions.
09/13/2023
These hires take the size of the Quilter Cheviot research team to 22, one of the largest in the industry.
09/12/2023
Citi’s TTS unit is focused on banking businesses with a platform that includes payments, liquidity, financing, trade and cash management capabilities.
09/12/2023
This included entities like pension and endowment funds, collectively managing assets worth approximately $20 billion.
09/12/2023
The acquisition of Credit Suisse by UBS in March was a strategic move devised by the Swiss government
09/12/2023
Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.
09/12/2023
Our services include financial, estate and succession planning, corporate structuring and trusts advisory.
09/12/2023
Invesco has formally named the investment veteran as co-manager of its UK Smaller Companies fund.
09/12/2023
Lombard Odier 25 years ago and has been instrumental to the success of the Group’s asset management division, Lombard Odier Investment Managers.
09/12/2023
Christian Boissonnard, Damien Bouvard, Jean-Charles Crouzet, Léopold Robert and David Lanzilao all join Union Bancaire Privée.
09/11/2023
He takes over from Masroor Batin, who stepped down at the end of August. Initially, Batin had considered transitioning to another role within the bank.
09/11/2023
Wolfsen will take over CEO Eric Clarke's role in mid-October.
09/11/2023
Mike’s appointment demonstrates the Bank’s commitment to enhance our wealth advisory proposition which complements our banking and wealth management offerings globally, and to bring a holistic advisory experience to our clients.
09/11/2023
Henry joins Macquarie Asset Management after 12-years at Barings
09/11/2023
Prior to that, he spent nine years at UBS covering the Turkish and Italian markets in Zurich and Lugano.