People Moves
Who's Moving Where In Wealth Management? - Vontobel, DNCA Finance
The latest moves in wealth management across the UK, Europe, Middle East and Africa.
Vontobel
Swiss financial services firm Vontobel has expanded the
Zurich team of Vontobel Swiss Wealth Advisors AG (VSWA), which
offers investment solutions for North American clients, with four
new asset management hires.
The firm has hired Felix Samuel Fässler, David M. Stankay,
Daniela Geiger and Matthew Utermöhlen, who will join VSWA in July
2018, it said in a statement.
"The strengthened team underlines our commitment to the growth
market of North America,” said Patrice Humbel, head of VSWA. “As
an active, specialised Swiss wealth manager, we offer North
American investors an opportunity for professional
diversification, which is becoming increasingly important in the
current environment.”
VSWA, based in Zurich, Switzerland, is a SEC-regulated investment
advisor and has the status of an Exempt International Advisor in
the Canadian provinces of Alberta, British Columbia, Ontario and
Québec.
DNCA Finance
French asset manager DNCA Finance, an
affiliate of Natixis Investment Managers, has appointed Léa
Dunand-Chatellet as head of the firm’s new responsible investment
department.
Dunand-Chatellet will be responsible for setting up an esponsible
and sustainable investment team as part of the broader portfolio
management team, with the aim of providing in-house research for
all fund managers, particularly for the SRI fund range, which
will be available from September 2018.
She joins the firm from Mirova, where she was chief investment
officer of equities. She has around 13 years’ experience in the
sector.