Bringing you live news and features since 2006 

Bringing you news, views and analysis since 2013
Incorporating Wealth Adviser from 2023

London Trafalgar Square

Swiss & Global AM boosts London sales team

RELATED TOPICS​

Swiss & Global Asset Management, the exclusive manager of Julius Baer funds, has appointed David Shanks to its UK distribution team. Shanks joins Swiss & Global AM’s London based team as associate director, discretionary sales, to support the growth of its offering for the UK discretionary wealth management sector.

He will report to Keith Rumbelow, head of UK sales, and promote Swiss & Global’s product range to wealth managers in London, the Channel Isles and the Isle of Man, as well as to multi-managers, fund of funds and insurance companies.
 
Shanks joins from BNY Mellon, where he worked for six years, most recently as a business development executive targeting the UK wholesale market.
 
Rumbelow says: “David’s appointment is testament to the importance of the UK market to Swiss & Global and is part of the continued development of our offering for discretionary wealth managers. Our diverse fund range provides investors with an array of fixed income and equity strategies, including specialist products based on our expertise in emerging markets, absolute return and thematic investing. The expansion of the London sales team will help us to extend our client base and enhance client relationships across the UK.”

Latest News

WealthTech platform Stratiphy is launching WisdomTree model portfolios within its retail investment app...
Amundi writes that the market is on course for a record year following Q3 inflows of EUR127.4 billion, a 12..
Morningstar has published its latest monthly overview of European ETF and ETC flows, showing the market gathered EUR37.1 billion in..
Tradeweb writes that on the European platform, trading activity reached EUR69 billion in September, the second-highest level recorded for the..

Related Articles

Pedro Palandrani, Global X
Active ETFs are grabbing the headlines, but sophisticated indexes can make bigger portfolio bets—and add more genuinely different exposure—than some...
Jay Hatfield, Infrastructure Capital Partners
A fundamental strategy for Infrastructure Capital Advisors is to produce income, says Jay Hatfield, CEO and CIO of the firm...
Mara Dobrescu, Morningstar
Europe’s ETF savings-plan boom has never faced a sustained bear market at its current scale. Recent buy-the-dip behaviour offers encouragement,...
Survey
Q2 data show advisers adding ETFs at a faster pace even as new launches face hurdles to win shelf space....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by