09/08/2023
Brookfield Oaktree Wealth Solutions Hires Head of Nordics Region to Support Growing Demand for Alternatives
Brookfield Oaktree Wealth Solutions was formally launched in April 2021
Executive Moves
09/08/2023
Cohen & Steers appoints head of wealth for Asia Pacific
Liyen Wee will be responsible for establishing and managing relationships with financial intermediaries in the region.
09/08/2023
MKC Wealth appoints former Quilter head as MD
In 2022, MKC Wealth announced the acquisition of Cheshire-based advisory firm Genuis Wealth Management.
09/08/2023
Michael Tae and Doug DeSchutter Appointed Co-Presidents of Broadridge’s Investor Communication Solutions Business
Bob Schifellite to become Chairman of Investor Communication Solutions
09/07/2023
NatWest appoints ex-Mastercard boss Rick Haythornthwaite as chair
Executive will lead search for new chief after Nigel Farage controversy
09/07/2023
Credit Suisse LatAm advisor joins rival Vontobel in director role
André Birri had been at Credit Suisse for five years and left during a period of significant turnover at the firm following its takeover by UBS.
09/07/2023
Rothschild & Co Zurich private bank boss to retire
The position will be filled by Andreas Feller, who joined the bank from Julius Baer last year.
09/07/2023
Nuveen poaches Morgan Stanley IM Swiss institutional head
The new recruit replaces Christian Leger who moved to Franklin Templeton.
09/07/2023
UBS Hires Ex-UniCredit Executive to Run Wealth Management in Italy
He will keep his role as head of wealth management for UBS Italy
09/06/2023
ABN AMRO intends to appoint Ferdinand Vaandrager as Chief Financial Officer
ABN AMRO will convene an Extraordinary General Meeting at the earliest possible time to introduce Ferdinand Vaandrager prior to his formal appointment.
09/06/2023
Cazenove Capital continues its regional expansion, appointing Richard Wood as Portfolio Director in Yorkshire
Richard Wood to join Cazenove Capital as Portfolio Director in Yorkshire, reflecting the company's continued focus on tailored wealth management services for clients across the region.
09/06/2023
Overall re-appointment process: Federal Council confirms FINMA’s Board of Directors and elects a new member
The Federal Council elected Rene W. Keller as a new and additional member of FINMA’s Board of Directors.
09/06/2023
FINMA CEO Urban Angehrn resigns
The Board of Directors very much regrets this decision and would like to thank Urban Angehrn for his lasting contribution to FINMA during an exceptionally challenging period.
09/06/2023
LOIM manager joins rival to launch healthtech fund
Jérôme Berton will run the new strategy from Cité Gestion which focuses on small and mid-cap stocks.
09/06/2023
Senior portfolio manager exits Credit Suisse for Lombard Odier in Zurich
Former Credit Suisse senior portfolio manager Alexandra Hallen Utterman joins Lombard Odier Group.
09/06/2023
UBS names Zurich-based strategist as CIO France
Claudia Panseri is moving to France for the new role.
09/06/2023
Former SJP staffer hired for newly created research role
He will join SJP on September 12, has nearly 20 years’ of experience in investment management.
09/06/2023
Third Financial appoints new Chairman to supercharge growth
He joined the Third Platform Services board in 2021 and has now been elevated to chairman.
09/06/2023
Andrew Reinhart joins Wealth & Investment Management as Head of Trust Services and Chief Fiduciary Officer
In that role he was responsible for the management and oversight of the Trust Company’s national fiduciary administration business.
09/05/2023
UBS super-rich banker switches to British competition
The new head of Germany has 25 years of experience at UBS in national and international wealth management.