- He succeeds Burkhard Varnholt who has decided to leave the Bank at the end of May and will join rival firm Credit Suisse as deputy global chief investment officer within its investment solutions and products team
- In his additional function, Yves Robert-Charrue will also report directly to CEO Boris F.J. Collardi
- He will continue to lead the Bank’s Investment Management (IM) unit which is responsible for managing discretionary investment solutions
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. In his additional function, Yves Robert-Charrue will also report directly to CEO Boris F.J. Collardi.
He succeeds Burkhard Varnholt who, following realignments within ISG at the beginning of this year, has decided to leave the Bank at the end of May. According to Citywire, Varnholt will join rival firm Credit Suisse as deputy global chief investment officer within its investment solutions and products team. He will formally join in November. Varnholt will be based in Zurich and report to Michael Strobaek, global CIO and head of investment solutions and products.
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.
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.
In the past two years, Burkhard Varnholt has 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.
Boris F.J. Collardi, CEO of Julius Baer, said: “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.”