07/05/2022
Vontobel AM APAC head to lead intermediary channel in Switzerland
the firm announced the appointment of Wei Kai Lee as head of the Asia Pacific region.
Executive Moves
07/05/2022
Zurich WM hires ex-EFG private banker
The firm said this is part of its strategy to expand internationally.
07/05/2022
Cazenove Capital continues regional expansion with the appointment of a Portfolio Director for the North East
Stephen brings years of experience to the Cazenove Capital team.
07/05/2022
Van Lanschot Kempen is aiming to further expand its Investment Management activities in Germany
This appointment follows last year's appointment of Thomas Poulsen, who is responsible for the Scandinavian region.
07/05/2022
Weatherbys banker joins ex-Brooks London boss’ wealth boutique
David Stead joins the London-based boutique which is run by former Brooks Macdonald London heads.
07/05/2022
Apollon Wealth Management Names Chief Investment Officer
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings
07/05/2022
Rockefeller Capital Management Names Rose Lee
Before joining Rockefeller, Lee served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.
07/04/2022
Vontobel AM's former alternatives head joins Zurich boutique
Experienced illiquid investor takes on new position which will involve covering hedge fund selection and monitoring.
07/04/2022
Abrdn replaces Davidson through internal promotion
Fennell reports to Abrdn global head of alternatives Russell Barlow and manages a team of five people.
07/04/2022
Julius Baer announces new CEO for Julius Baer India
He succeeds Ashish Gumashta
07/04/2022
Former Commerzbank CIO joins German wealth manager
The new hire will take charge of investment processes, including capital market strategy and asset allocation.
07/04/2022
StanChart Nets Ex-J.P. Morgan Private Bank Strategist
He is responsible for the CIO office’s coverage and capabilities for the North Asia region while representing its views to affluent clients.
07/04/2022
A-rated high-yield PM joins GAM from Swiss rival
Fund manager ends eight-year stint with Swiss private bank to become senior investment manager at Zurich-based group.
07/04/2022
Swiss Life Asset Managers appoints head of real estate Switzerland
The internal appointment replaces Renato Piffaretti, who has taken a new position elsewhere.
07/04/2022
Pascal Eyholzer becomes a partner at ZWEI Wealth
ZWEI Wealth strives to recruit the best advisors.
07/04/2022
Nick Reeves re-joins Evelyn Partners from Deutsche Bank
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has appointed Nick Reeves as a Partner in its London financial planning team.
07/01/2022
Northern Trust Appoints Managing Director in Houston Office
She will partner with Houston President John Hantak on client development, compliance management and office management.
07/01/2022
Newton IM names AA-rated manager as new mixed-asset chief
Fund house announces change in leadership roles as Citywire AAA-rated investor announces plan to retire.
07/01/2022
Quilter appoints Jenny Davidson as head of strategic propositions
Jenny joined the business on 27th June 2022, reporting to David Tiller, commercial and propositions director.
07/01/2022
Presidential chair of the Thurgauer Kantonalbank newly filled
In order to ensure a well-founded handover at the head of the bank, the Thurgau Great Council had already elected Brunner as President in spring 2021.