Lucien Berlinger becomes CEO of Urner Kantonalbank
He will assume office effective October 1, 2025, succeeding Christoph Bugnon.
Executive Moves
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Edmond de Rothschild Appoints Eric de Tessières as Chief Sustainability Officer
He initially joined BNP Paribas Investment Partners in finance and business development positions for emerging countries after starting his career at Ernst & Young.
Vontobel Appoints Two New Chiefs For Its Institutional Clients
The new duo is based in Zurich and reports to Christoph von Reiche, Vontobel’s head of institutional clients.
Surprising CEO Shake-Up at Aquila
Vivien Jain, the current CEO, will step down at the end of April 2025 and leave Aquila in September 2025
Kathrin Wehrli becomes new Head of Corporate and Institutional Clients
Effective September 1, 2025, Kathrin Wehrli will succeed Marc Praxmarer and become a member of Valiant’s Executive Board.
Bordier & Cie appoints Aloïs Sommer as Limited Partner
Grégoire Bordier, Evrard Bordier and Christian Skaanild remain the Managing Partners with unlimited personal liability.
Eric de Tessières appointed Chief Sustainability Officer of Edmond de Rothschild
Edmond de Rothschild strengthens sustainable development team and reaffirms long-standing commitment to sustainable investment
Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth
Will be joined by a team including Jessica Miller
Aviva Investors makes senior hires to UK wealth team
These included group relationship manager and head of wealth and premier in its wealth and private banking business.
Sheryl Needham joins Titanbay as Global Head of Distribution
Most recently, she worked with AllianceBernstein, helping shape their family office distribution strategy across EMEA and driving key private markets initiatives.
HSBC Asset Management's UK CEO Stuart White leaving company
We will conduct a search for his replacement," a spokesperson said, adding that he was leaving to pursue other opportunities outside the group.
Alex Picot Trust appoints Associate Director
This promotion is recognition of Graham’s significant contribution to the business and client-focused ethos and will complement our continued growth.