Fergus Horsfall

3 days ago | citywire.com | Fergus Horsfall

Ernst Jan Lenstra has traded his private banking career in Zurich for a new role in the Netherlands. Lenstra, who most recently worked for Lombard Odier, has joined boutique asset manager Teslin Capital Management, he announced on LinkedIn. He started his new role as head of commercial on Sunday. Already have an account? Do you personally advise on or manage investments for clients?

5 days ago | citywire.com | Fergus Horsfall

Die Schweizer Fondsboutique Arvy will ihre Investment-App im nächsten Jahr nach Deutschland bringen, wie Citywire Switzerland in Erfahrung gebracht hat. Das Unternehmen lancierte den arvy equity fund Ende 2023 und hat seine Assets under Management in den vergangenen 16 Monaten von $5 Millionen auf $50 Millionen gesteigert. Vor der Einführung muss das Unternehmen aber noch die nötigen regulatorischen Voraussetzungen schaffen.

2 weeks ago | citywire.com | Fergus Horsfall

Julius Baer has announced a net charge of CHF 130m following a credit portfolio review. The stock dropped 5.1% to CHF 54.40 by 9:36 CET today. The private banking group has also appointed Ivan Ivanic as its new chief risk officer (CRO). Ivanic, who joined the bank as chief credit officer in February, was previously chief risk officer at UBS in Asia. Already have an account? Do you personally advise on or manage investments for clients?

2 weeks ago | citywire.com | Fergus Horsfall

Selon les informations de notre édition soeur Citywire Switzerland, l’Union Bancaire Privée (UBP) a décidé de transférer les responsabilités de la gestion des investissements pour ses stratégies de dette privée à RoundShield. «Dans le cadre de cette transition, Colin Greene [responsable de la dette privée] et l’équipe dette privée d’UBP rejoindront RoundShield», a confirmé la banque.

3 weeks ago | citywire.com | Fergus Horsfall

UBP has decided to transfer the investment management responsibilities for its private debt strategies to RoundShield, Citywire can reveal. ‘As part of this transition, [private debt head] Colin Greene and the UBP private debt team will join RoundShield,’ UBP confirmed. RoundShield is a boutique investment firm focused on European asset-backed credit and private capital solutions. It currently manages approximately $4bn in assets under management and has six offices around Europe.