View more on these topics

New GM at Investec Bank Switzerland

Investec Bank Switzerland has announced the appointment of Oliver Betz as the bank’s new general manager.

Betz will assume overall responsibility for Investec’s Swiss banking operations and aims to further build Investec’s distribution capabilities in Switzerland, with a specific focus on the bank’s wealth management and treasury services.

Prior to his appointment at Investec, Oliver spent ten years at Goldman Sachs Bank in Zurich as a financial analyst, a portfolio manager, the business unit manager of its private banking operation in Switzerland and a member of its management committee.

Investec Private Bank global head Steve Heilbron says: “We are extremely pleased to be taking on someone of Oliver’s calibre and track record. He joins our team at a time of substantial and continuous growth in revenues, profitability and client assets. We are looking forward to leveraging Oliver’s skill set to help us sustain and bolster this growth with the recruitment of additional top quality investment practitioners.”

Betz says: “Private banking and wealth management are fast evolving and expanding industries, with increasing competition and more sophisticated products being brought to market. Investec has built a strong reputation for itself in this area, and the Swiss business has an energetic and experienced team. I look forward to contributing to this momentum.”


Iimia and Miton set to merge

Iimia Investment Group is planning to merge with fund of funds specialist MitonOptimal in an £18.6m deal.The merger, subject to a shareholder vote on October 9, will see the creation of iimia MitonOptimal.Iimia will acquire at least 95 per cent of MitonOptimal’s share capital, which it will fund through the issuance of new shares and […]

Federal reserve

Troubled conditions did remain last week, not that it was too difficult to forecast the continuation of volatility in markets. Sentiment is fragile and it is hard to see confidence being restored soon.

Standard Life launches European Equity Ethical fund

Standard Life Investments is to launch a European Equity Ethical Fund which will be available to investors from September 24.The fund will primarily appeal to investors looking for exposure to European equities in an investment product which reflects their concerns on social and environmental issues.Standard Life Investments is also launching an ethical investing micro-site at […]

Auto enrolment – so far so good?

Jamie Clark – Business Development Manager The recent report from the Pensions Policy Institute demonstrates the sheer scale of auto-enrolment so far and what we can expect in the future. We’ve pulled out the key information to save you reading the full report. Auto enrolment in numbers Sources: Pensions Policy Institute, The Future Book: Unravelling […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm