09/29/2022
Evelyn Partners expands investment management team
Recent market events continue to highlight the importance of good advice tailored to individual circumstances.
Executive Moves
09/29/2022
Nick Bossart joins Rothschild & Co as Head of Global Advisory, Switzerland
Mr Bossart’s appointment reaffirms Rothschild & Co’s continued commitment to serving their Swiss client base.
09/29/2022
M&G plc appoints Chief Executive Officer
The appointment has been approved by the PRA and FCA.
09/29/2022
Credit Suisse Appoints China Securities Chief
Should the information be confirmed, Wang would fill a role left empty following the departure of ex-CEO Tim Tu in April who was subsequently renamed the co-head of the APAC financing group together with Aaron Oh.
09/29/2022
Strong Swiss asset management tackles major challenges
While three decades have brought enormous changes to the asset management industry, the main goal of the association has not changed.
09/29/2022
BlackRock Replaces China Wealth Unit Head as Pressures Mount
Ji Bing will return to Hong Kong with future role undecided
09/29/2022
Deutsche Bank expands Geneva location for rich families
In addition, Sophie Dumont will join Wealth Management Switzerland in Geneva as Relationship Manager and support Saint-Arnaud.
09/28/2022
BNP Paribas AM Names Stewardship Head in Asia
Based in Singapore, she reports to global head of stewardship Michael Herskovich and Singapore chief executive Angelia Chin.
09/28/2022
Wealth Management Team Led by Harold Reinstein and Michael Nelson Joins First Republic
They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
09/28/2022
Pictet’s Zurich Head Reaching For the Stars
Aerni, who currently heads the Swiss German wealth management business, will switch to the new role in early July 2023.
09/28/2022
PIMFA welcomes Courtney Havers’ Ray Tuffield to its Board
He brings almost 50 years’ experience of financial services to the PIMFA Board.
09/28/2022
Unique hires Vanessa Scott into newly created COO role
She takes on the newly created COO role at the 32-strong adviser business with immediate effect.
09/28/2022
Top 50 independent asset manager CEO retires at age limit
Etienne Gounod will become chairman of the board of directors at Forum Finance, while Hippolyte de Weck is set to replace him as CEO.
09/28/2022
Jupiter multi-asset boss exits in CEO overhaul
Talib Sheikh is to leave the firm before the end of the year alongside colleague Joseph Chapman.
09/28/2022
IA adds JPM, Crux and Columbia Threadneedle CEOs to board
Crux CEO Karen Zachary, Columbia Threadneedle CEO Nick Ring, and Aegon UK CEO Kirstie MacGillivray will join the Investment Association board.
09/27/2022
Endowus Hires Ex-Stash Executive
Previously, he also worked at Fidelity Investments for eight years.
09/27/2022
StanChart Boosts Financial Markets Unit
Based in Singapore, Tan will be responsible for financial markets e-commerce sales across all products, channels and client segments, including end-to-end digitization.
09/27/2022
Former J. Safra Sarasin bankers move to financial boutique
Both previously worked at the Brazilian-Swiss private bank J. Safra Sarasin.
09/27/2022
Evelyn Partners confirms director appointment
Prior to that he was regional director at Barclays Premier.
09/26/2022
BlackRock’s former EM debt head joins UBP in senior role
Sergio Trigo Paz's new position is CIO and head of emerging market fixed income.