UBS

People Moves | 12 Jul 16

For only the second time in its history the UK is to be led by a female prime minister. Old Mutual Wealth has appointed a chief risk officer, while UBS Asset Management has created a new sustainable and impact investing role.

Europe | 6 Jul 16

Switzerland’s Federal Tax Administration has ordered UBS to provide account information to French authorities, with the Swiss bank now expecting similar requests from other countries.

People Moves | 31 May 16

Amundi announces a high-profile global advisory board, while Pictet names ex-Goldman Sachs director Dominique Joories to head its Singaporean banking unit. Axa reveals Jean-Laurent Granier, the chief executive of the group’s Mediterranean and Latam divisions, will step down next month while prominent figures from the UK’s insurance industry join trade body ABI.

North America | 17 May 16

UBS Wealth Management Americas (WMA) has formed a strategic alliance with San Francisco-based wealth management technology firm SigFig to develop a digital platform to support the UBS’s financial advisers and their clients.

People Moves | 12 May 16

A host of changes have been announced by Schroders, as the company adjusts to the pending retirement of its global head of distribution. Julius Baer has also had to tweak the management structure of its investment solutions group following a departure. But Julius Baer’s loss has been Credit Suisse’s gain.