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Executive Moves

04/13/2023

Ex-UBS Lucerne wealth management head to join IAM as CEO

The incumbent chief executive is stepping down after 10 years in the role.

04/13/2023

Nucleus appoints Mark Hastings as Group Finance Director

Prior to this he was Finance & Risk Director at Ascentric for 14 years, and also held a number of senior finance roles at Credit Suisse First Boston.

04/13/2023

Julius Baer bolsters leadership team with strategic appointments to accelerate growth in South East Asia

These key appointments underscore the Bank’s commitment to fostering talent, as well as driving growth and success in the region.

04/13/2023

Raiffeisenbank Luzern poached at Zuger Kantonalbank

Schmidiger takes over from Ursula Götschi , who is leaving the company after twelve years and retiring early.

04/12/2023

DWS’ Switzerland head hands over multi-asset unit role

Active business head Vincent Vedda is given an expanded remit, as Björn Jesch focuses on wider responsibilities.

04/12/2023

Multi-Family Office New Oak Brings Former Bank Boss to Advisory Board

He also spent part of his career in Great Britain and France, where he continues to serve as Honorary President of the Cercle des Banques Etrangères en France.

04/12/2023

Goldman Sachs assigns new head of private banking lending and deposits

In addition, Somaiya joined the firm in 2001 and was promoted to managing director in 2011 before becoming a partner in 2016.

04/12/2023

Bank of Singapore Nets Veteran Investment Advisor

Based in Hong Kong, he reports to Teresa Lee, head of Greater China, Hong Kong branch.

04/12/2023

Former Credit Suisse Greater China banker resurfaces at JP Morgan Private Bank

Earlier this year, several senior bankers covering North Asia left including Mandy Loo.

04/12/2023

Suntera Global appoints Head of Operations

Global professional services provider announces appointment of new Head of Operations in Jersey office to support continued growth strategy.

04/12/2023

Personnel changes in the management of Swiss Life Asset Managers

He will be succeeded as CEO of Swiss Life Asset Managers in Germany by Holger Matheis (52), currently a board member and spokesman for the board of BEOS AG.

04/12/2023

Geneva private bank appoints CEO

BankMed (Suisse) specialises in wealth management.

04/11/2023

Wealth manager Azura hires ex-Credit Suisse banker for US push

Veteran Anthony Kontoleon will join the four-year-old firm as a partner in New York

04/11/2023

Evelyn Partners bolsters Edinburgh office with Financial Planning Director appointment

The news of Duncan’s appointment follows David Rankin joining Evelyn Partners earlier this year as Managing Partner with responsibility for its Edinburgh and Aberdeen offices.

04/11/2023

Fisch PMs and trend following fund exit for Zurich boutique

The Divas Trend Navigator has a new name, but the clients, brokers, custodians, and partners of the strategy will remain the same.

04/11/2023

Top 50 IAM adds ex-UBS financial intermediaries head to board

It has also added legal specialist Istarel Brucker to the executive committee.

04/11/2023

Maria Teresa Vacalli joins the PostFinance Board of Directors

In addition to her post as a member of the Swiss Post Ltd Board of Directors, she has held various other board roles since 2013.

04/11/2023

Mirabaud AM appoints sole convertibles head

The previous co-head for convertible bonds has left the company.

04/11/2023

Andy Sieg Can Lead Citi’s Wealth Biz Build-out But Faces Uphill Battle

Sieg will likely “start this process but not finish it,” according to industry recruiter Phil Waxelbaum.

04/10/2023

JPM star Wang to step down from $14bn worth of China funds

Citywire AA-rated manager Howard Wang will step back from running money directly as part of a relocation to the asset manager’s Taipei office.

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