Zurich multi-family office hires investment manager
Verium has appointed Patrick Strittmatter, who has held a series of roles in private equity.
Executive Moves
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Zurich private bank appoints CIO
Maerki Baumann has promoted Konstantinos Ntefeloudis to the position, while his predecessor, Gérard Piasko, is taking on the role of chief economist.
Hans Swildens, Justin Burden, and Roland Reynolds Join Goldman Sachs as Partners in Asset and Wealth Management
The three will join the firm’s External Investing Group (XIG) within Goldman Sachs Asset Management as part of the closing of the Industry Ventures acquisition.
Lombard Odier announces trio of senior appointments in Asia
Louisa Lou has been appointed head of wealth planning, Asia
LPL affiliate adds $650m pair of advisors from JP Morgan
Genesis Wealth, a non-OSJ branch office within LPL, is specifically targeting bank-based advisors seeking independence.
Tippie Malgwi promoted to Head of High-Net-Worth and Diaspora Banking at Afin Bank
He brings a unique combination of mortgage knowledge and understanding of customer needs
Fairstone Group founder departs for new venture
The founder of a national wealth management firm has left the business.
Edmond de Rothschild Asset Management appoints new Group Head of Private markets
Laurence will report to Edmond de Rothschild AM’s CEO Christophe Caspar and joins Edmond de Rothschild Asset Management executive committee
New CEO at Swiss private banking service provider
As CEO, Bernay will drive the further development and transformation of Azqore
New Head of Sales for Lombard Odier Investment Managers
The institutional asset management division of the Lombard-Odier Group has a new head of sales for Switzerland.
Matthias Kottmann is the new president of the radicant board of directors.
Matthias Kottmann is a member of the Executive Board of Basellandschaftliche Kantonalbank (BLKB) and is responsible for the Private Wealth and Financial Advisory division.
VG Appoints William Douglas as Chief Executive Officer
William’s appointment supports VG’s growth ambition including further expansion into Dublin and the Middle East planned for 2026.