Following realignments within the Investment Solutions Group at the beginning of this year, the Chief Investment Officer at Zurich headquartered Julius Baer, will be exiting the bank.
Julius Baer has appointed Yves Robert-Charrue as Head Investment Solutions Group (ISG) ad interim with immediate effect, in addition to his duties as Head Intermediaries, he will report directly to CEO Boris F.J. Collardi.
Yves Robert-Charrue joined Julius Baer in 2009 and has been member of the Bank’s Executive Board since 2010. He already was Head ISG from 2010 to 2011 and can thus draw on this previous experience in leading the unit.
Robert-Charrue succeeds Burkhard Varnholt who will be departing the bank at the end of May.
New Chief Investment Officer
As a result of these changes, Yves Bonzon will become sole Chief Investment Officer (CIO) of Julius Baer. He will continue to lead the Bank’s Investment Management (IM) unit which is responsible for managing discretionary investment solutions.
Next Generation Platform
«I am pleased that Yves Robert-Charrue has agreed to assume the leadership of ISG ad interim. At the same time, I sincerely thank Burkhard Varnholt for his valuable contribution in the past years – thanks to his vision, Julius Baer has become a leading private bank with regard to responsible investing. We wish him the best of success for his future endeavours,» said Boris F.J. Collardi, CEO of Julius Baer.
In the past two years, Burkhard Varnholt had been instrumental in shaping Julius Baer’s investment approach, enhancing its products and services offering and further developing the Next Generation platform. In particular, he has systematically integrated environmental, social and governance criteria into the selection of the assets.
