- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

Quilter Foundation appoints Jennifer Piper as new manager

In her new role, Jennifer will be responsible for developing the Quilter Foundation’s strategy while continuing the ongoing work with its charitable partners and colleagues.

PIMFA appoint Andrew Shepherd and Helen O’Neill to its Board of Directors

Andrew brings more than 25 years’ experience of financial services to the PIMFA Board.

Mirabaud Appoints New Group Risk & Compliance Head

Hauri has over 20 years’ experience in risk management

IQ-EQ appoints Head of Risk and Compliance for Continental Europe

He has extensive experience of promoting and supporting strategic change, advising board directors, and leading successful teams from his previous roles

Burges Salmon director appointed to Edinburgh Insolvency Discussion Group Committee

Amy McVey, an Edinburgh-based director in the firm’s Banking and Finance team, is appointed to the EIDG Committee

JTC Appoints Group Head of Institutional Client Services Division

He will now take over the position permanently with immediate effect.

PIMFA delighted to welcome Paul Stockton and Stuart Dodson to its Board of Directors

He started his career as a financial adviser at Britannia Building Society and Legal & General before moving into senior management roles where he was responsible for key national distribution relationships.

Rachel Stace named Director in Grant Thornton private tax wing

She is a trusted and knowledgeable professional who is well versed in complex matters within tax, making her a valuable asset to the team.

FCA reappoints Chair of the Financial Ombudsman Service for a second term

The Financial Ombudsman Service fulfils an essential role in ensuring fair outcomes for consumers and financial services firms

Credit Suisse Geneva private banking trio exit

Credit Suisse’s Latin America desk in Switzerland has suffered another bout of exits from its private banking unit just a few months after losing one of its regional teams.

The sun will shine for Ralph Hamers in 2023

If you add up the proposed dividend of 55 US cents per share and the share buybacks that have been carried out, then the major Swiss bank is returning 7.3 billion dollars to UBS shareholders.

Credit Suisse Poaches Talent For Zurich's Affluent

Prior to her role at Postfinance, she worked in business development at Migros Bank.

SocGen Private Banking Switzerland appoints financial intermediaries head

He has worked for BNP Paribas since 2004, most recently managing the financial intermediaries and Latin America markets in the Swiss wealth management division.

Lloyds Bank appoints new MD for merchant services from Afterpay

Melinda will be based in London and report into Elyn Corfield, CEO, Business & Commercial Banking.

Preston Legal names Nick Marshall as Partner

Nick was a Partner with various law

Grant Thornton bolsters Private Tax team with Director appointment

Leading business and financial advisory firm Grant Thornton UK LLP have announced the promotion of Rachel Stace to Director of Private Tax.

AXA XL bolsters captive business with key appointment in APAC & Europe

She will work closely with the company’s underwriting teams to support existing and new captive programmes for clients in Europe, Asia and Australia.

Barclays strengthens its board with appointment of former Treasury mandarin Sir John Kingman

Barclays praised Kingman’s ‘deep background in financial services’ including in the public and private sectors.

Rothschild & Co expands wealth management pension offering and strengthens team in Zurich

There is increasing demand for pensions solutions in Switzerland, providing growth potential for the Wealth Management business in this area.

Sacha Bodenehr appointed as Market Head Geneva and Branch Manager Geneva

In these positions, he will lead the Bank’s Swiss business in Geneva and coordinate the collaboration between all functional and divisional heads locally.

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