The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

FE fundinfo
FE fundinfo, an international investment product information and technology for the investment management community, has appointed Joerg Grossmann as its new chief product officer.

Grossmann has more than two decades of experience across a broad range of senior leadership roles at major global financial institutions, tier one strategy consultancies and financial technology firms.

With experience in the asset management and distribution industry and his role at Allfunds, Credit Suisse, UBS and The Boston Consulting Group, Grossmann is well positioned to drive the FE fundinfo product agenda forward, the firm said in a statement.

Grossman will help activate the company’s product vision to enable its clients to drive asset growth and efficiency, shape effective product and distribution strategies through market intelligence, and facilitate faster global market entry and growth.

Most recently, he was chief product officer at the B2B wealthtech platform Allfunds. Before joining Allfunds, Grossmann was the founder and CEO of Credit Suisse InvestLab AG, which was one of the largest open architecture B2B investment fund platforms at that time. At Credit Suisse, Grossman also served as managing director, head of fund selection and product strategy, the firm continued.

"His wealth of experience will strengthen our product division, ensuring our continued growth as a strategic partner to the global investment management community," Liam Healy, chief executive officer at FE fundinfo said.

Bank Julius Baer
Bank Julius Baer has appointed Thomas Blaser as head of the Berne branch and the Mittelland market. He will be joining the bank on 1 August 2024 and, following an induction and handover phase, will take over on 1 October 2024.

Blaser (pictured) will be succeeding Jean-Claude Mariéthod in the role, who had developed and managed the location since 2017, but has decided to take early retirement.

Blaser, who has nearly four decades of experience in the financial industry, will be joining from UBS, where he has held various management positions in wealth management in Berne since 2012. Prior to that, he spent several years at Dresdner Bank in Frankfurt and Munich – again in senior wealth management roles. 

“Thomas Blaser is a proven banking professional with in-depth knowledge of the local market, many years of management experience, and an excellent track record. This makes him the ideal person to continue our successful path in Berne,” Gieri Giger, head of Mittelland & Central Switzerland at Julius Baer, said.