04/13/2023
Waverton hires Evelyn partner as portfolio manager
He has joined Waverton after almost two decades at Evelyn Partners, where he was a partner.
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.