Fnality names chairwoman
Olga Zoutendijk has a successful track record of driving profitable business growth and innovation
Executive Moves
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Wealth Manager Joins First Republic in New York
Bakshi was named Managing Director and Wealth Manager.
CEO of DeVere-owned advice firm steps down
The process of recruiting a top calibre chief executive are underway to lead and grow Prosperity.
Avaloq hires Thomas Fischer to support European financial institutions on their digitalization journey
Thomas Fischer is going to replace Karl im Brahm, who was the CEO of Avaloq Sourcing (Europe) AG until end of 2021.
Cantonal banks elect new association presidents
The General Assembly of the VSKB took place physically for the first time after a two-year break due to Corona.
Swiss cantonal banks association appoints president
He succeeds Urs Müller, who was in office for 10 years and is now retiring.
Schroders Zurich investment consulting head joins IAM as portfolio management head
Michael Sullivan was previously chief investment officer at Dynamic Tree Asset Management in Zurich.
EQ Investors appoints DFM business development
Tasked with expanding the firm’s sustainable discretionary fund management (DFM) business
Tilney Smith & Williamson appoints Partner to build and develop private equity tax offering
He joins the firm’s professional services business from EY where he was an Associate Partner who led the Manchester Private Equity Transaction Tax Team and was part of the wider national Mid-Market group.
Ares Management Corporation Launches Dedicated Wealth Management Solutions in Asia
Henry Lee Joins as Head of Asia for Ares Wealth Management Solutions to Oversee Retail Product Development, Distribution and Strategic Distribution Partnerships Across the Region
Credit Suisse names APAC asset management lead
She has been with Credit Suisse since 2006 and leading the China asset management business since 2014.
Envestnet Announces Restructuring, Stuart DePina to Step Down
Three new units will form the core structure of the behemoth technology firm.