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Franklin Templeton names Swiss chief

By: Adrien Paredes-Vanheule | 27 Jun 2017

Franklin Templeton Switzerland has appointed Patrick Lutz (pictured) as its new country head, effective 3 July 2017. Based in Zurich, Lutz will report to Reinhard Berben, senior…

Azimut’s Swiss arm acquires Lugano boutique

By: Adrien Paredes-Vanheule | 26 Jun 2017

AZ Swiss & Partners (AZ Swiss), the Switzerland-based investment branch of Italian asset management group Azimut, has reached an agreement to fully acquire Lugano-based SDB Financial Solutions.…

Pictet alt branch names new hedge fund chief

By: Adrien Paredes-Vanheule | 26 Jun 2017

Pictet Alternative Advisors, the alternative investment arm of Swiss banking group Pictet, has appointed Heinrich Merz as head of Hedge Funds. Merz, who is the former chief…

Harvest qualifies funds for Swiss-HK MRF scheme

By: Adrien Paredes-Vanheule | 26 Jun 2017

Asian asset manager Harvest Global Investments (Harvest) has become the first firm to qualify funds for the Switzerland-Hong Kong Mutual Recognition of Funds scheme (the Swiss-HK MRF…

Swiss private bank names deputy CEO

By: Adrien Paredes-Vanheule | 20 Jun 2017

Saint-Gall headquartered private banking group Notenstein La Roche, part of Raiffeisen Switzerland, has appointed Patrick Fürer as its new chief financial officer and chief operating officer. He…

Vontobel joins UN responsible and sustainable initiative

By: Adrien Paredes-Vanheule | 19 Jun 2017

Swiss asset manager Vontobel has made a step forward into SRI commitment by joining the United Nations Global Compact. This initiative gathers around 10,000 companies from over…

Entrepreneur Partners to launch second Swiss equity fund

By: Adrien Paredes-Vanheule | 15 Jun 2017

Zurich-based investment firm Entrepreneur Partners is to launch the EnPa Swiss Top Picks Fund on 30 June 2017. The fund will be managed by Reto Brühwiler, who is set to…

LGT introduces sustainability rating

By: Adrien Paredes-Vanheule | 15 Jun 2017

Liechtenstein-headquartered private financial group LGT has announced the introduction of a sustainability rating in its investment process. The rating, established on five levels, assesses equities, bonds, funds and…

RobecoSAM strengthens client relations team

By: Ridhima Sharma | 13 Jun 2017

RobecoSAM announced that it has expanded its client relations team with four additional SI specialised sales professionals. Stéphane Matile was appointed head of Wholesale Clients/country head Switzerland…

Bedrock opens Zurich office

By: Adrien Paredes-Vanheule | 12 Jun 2017

Investment and advisory firm Bedrock has opened a new office in Zurich. The Zurich team will focus on further growing Bedrock’s businesses in Switzerland and in international…

MFO buys Swiss art management firm

By: Adrien Paredes-Vanheule | 12 Jun 2017

London-headquartered multi family office Stonehage Fleming has purchased OmniArte, a Zurich based art management and advisory business. With this acquisition, Stonehage Fleming expands its art management division…

ifund services AG merges with fundinfo AG

By: Ridhima Sharma | 01 Jun 2017

The management and shareholders of ifund services AG (“ifund services”) and fundinfo AG (“fundinfo”) have decided to merge the two companies into fundinfo. The management of both…

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