Executive Moves

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Executive Moves

Avaloq Names New Managing Director for Switzerland

Avaloq has elected a new managing director for the region Switzerland and Liechtenstein, finews can reveal. The company has chosen an internal hire to take the reins.   The fintech house, Avaloq, has appointed Christian Haux as its new managing director for the region Switzerland and Liechtenstein.   Haux assumed the position on 1 April, […]
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Executive Moves

LBP AM European Private Markets appoints Thorsten Göttel as Sales Director Germany

European asset manager LBP AM continues its expansion in Germany. Thorsten Göttel has assumed the position of Sales Director Germany, based in Frankfurt am Main, effective April 1, 2026.    In this role, he will leverage his extensive institutional network and expertise to support investors seeking alternative investment solutions.   LBP AM's private markets division, […]
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Executive Moves

Icon Solutions Appoints Anders Olofsson as EMEA Sales Director to Drive Global Adoption of the Icon Payments Framework

Icon Solutions has appointed Anders Olofsson as Sales Director, EMEA to drive adoption of the Icon Payments Framework (IPF) across the region.   Anders joins Icon with more than 30 years of experience in the global payments industry, having held senior leadership roles across major payments and technology companies.    He previously served as Head […]
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Executive Moves

Raiffeisen Switzerland completes new Credit Research Team

Holger Frisch joins Raiffeisen Switzerland's new Credit Research Team as deputy head. With the completion of the analyst team, an important milestone in the development of rating analysis has been reached. All preparations for the rating process are proceeding according to plan; the first ratings are expected to be published in the fall. Holger Frisch […]
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Executive Moves

UBS Announces Leadership Appointments, Reimagined Offices in the Southeast US

Chris Shaw named Regional Market Director Patricia Cashin named Senior Market Director for Philadelphia area Renovated office in Newtown, PA and relocation in Conshohocken, PA Patrick Cook named Market Director in Nashville UBS Wealth Management USA has announced several leadership appointments and real estate changes in its Southeast Wealth Management Region, underscoring the firm's ongoing […]
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Executive Moves

Newsmakers: Ledyard Wealth Management names CIO

Ledyard Wealth Management has announced the appointment of Karissa McDonough, CFA, as chief investment officer and senior vice president.    She succeeds Doug Phillips, who will transition to the role of chief investment officer emeritus, remaining actively involved with the firm’s investment strategy team for another year and continuing to work with clients.   McDonough […]
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Executive Moves

Sanctuary Wealth Welcomes OPT Wealth Management

Sanctuary Wealth has welcomed OPT Wealth Management and its founder, Kyle Vasel, CFP, CRPC. The former Chicago-area Merrill Lynch advisor was responsible for $260 million in total client assets.   "Kyle built an impressive business over 15 years in the wirehouse channel, but he also understood the limitations that come with that model," said Vince […]
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Executive Moves

Julius Baer announces leadership update

Julius Baer Group has announced that Evie Kostakis, Chief Financial Officer, will be stepping down from her role to pursue another international leadership opportunity following an orderly transition, expected to be in the second half of the year.    Succession planning is underway, and her successor will be announced in due course.    Evie Kostakis […]
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Executive Moves

GAM proposes new chair in board shake-up

GAM is proposing several changes to its board of directors, it announced today.   Chair Antoine Spillmann, Carlos Esteve and Jeremy Smouha are not standing for re-election at the annual general meeting on 12 May.   GAM is to propose Anthony Maarek as the new chair and both group CEO Albert Saporta and John Niel […]
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Executive Moves

PensExpert hires ex-Vontobel wealth planning chief

PensExpert hired Markus Kumschick as head of the Zurich and Northwestern Switzerland region on 1 April.   Ralf Tertulliani, who previously headed the Zurich region, will remain with the firm as head of Eastern Switzerland, the firm said in the announcement this morning.   Kumschick was previously head of wealth planning at Bank Vontobel. He […]
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