Former UBS hedge funds specialist Roman Berri is to be named Head of Fund Offering at Julius Baer following long-serving incumbent Patrick Roefs' decision to step down from the role next month, according to a report by CityWire.
According to a statement by the Swiss bank, Roefs, who has been with Julius Baer for 16 years having initially joined as Head of Product Development before becoming Head of Fund Offering and Selection in 2010, will be taking on a new position from 1 February.
Berri spent six years with UBS, working on its investment management team and leading the investment product solutions team, as well as serving Global Head of Hedge Funds within the bank's global wealth management division, before leaving in 2019 to join US hedge fund firm Paloma Partners as Senior Managing Director.
Davidson Kempner's research led approach
Partner and Head of Research at Davidson Kemper, Suzanne Gibbons, on building a global research function, embedding AI, and capitalising on…
More
Taula Capital’s $1.5bn rate bet hit by September bond rout
Taula Capital’s newly launched TSO fund has suffered a sharp reversal after positioning for European interest rates to decline, with the…
More
Court rulings threaten longstanding hedge fund self-employment tax strategy
Hedge fund managers face a significant change to a longstanding tax-planning strategy after recent US appeals court rulings backed the…
More