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

BCN appoints senior portfolio manager as CIO

Vincent Schwery has been appointed as CIO at the cantonal bank.

Former Brown Shipley CEO joins advice consolidator

Calum Brewster joins nationwide financial planning business Finli after leaving the private bank at the end of 2024.

Swiss Registered Investment Advisor Association names new chair

Benedikt Kaiser has been succeeded by board member Urs Vrijhof-Droese as chair of the association, which represents firms serving US investors out of Switzerland.

Aegon announces changes to its Board of Directors

In line with previous announcements, Mr Connelly will retire as Chairman and member of the BoD on the same date.

Bird & Bird hires valuations expert Vicky Laws as Head of Valuation & Damages

Vicky joins from a partnership position at FTI Consulting

Hampden Bank Strengthens Leadership Team with Chief Banking Officer and COO Appointments

Greig Townsend joins as CBO to lead the Bank’s growth strategy.

RBC Brewin Dolphin intermediary head exits

Ian Kloss promoted to head of intermediaries as Antony Champion leaves the wealth firm after 12 years.

BTO promotes Julie McMahon to partner

Her promotion reflects her professional excellence and her contribution to the wider legal community

Adrian Edwards Promoted to Partner at MASECO Private Wealth

Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.

Fenergo Appoints Three Senior Executives to Drive Next Phase of AI Innovation and Product Leadership

These strategic hires mark the next phase in Fenergo’s mission to enable financial institutions to perform every financial crime and CLM task on a single, unified platform.

James Tait appointed new Head of Zurich Corporate Risk

James will be joining Zurich in January 2026, working across both the Swindon and London offices.

BCV undergoes fund management reshuffle

As Estelle Buttoudin is set to undertake new responsibilities, Patrcik Dugué will take over to co-manage her funds alongside Claudio Semadeni and Martin Vlcek.

Ex-SJP marketeer joins leading outsourced firm as commercial director

During that time, he led national campaigns to attract, support and retain advisers, helping shape SJP’s brand and growth strategy through one of its most successful periods.

Geneva wealth management stalwart set to retire

Pierre Chèvre has held roles including managing partner of Alias Partners and chief economist at the Darier private bank.

RBC Wealth Management adds to Jersey team

In her role, Megan will primarily focus on supporting Jersey based high-net-worth clients with her colleagues Fiona Waite and Katie Maguire.

Scottish Widows CIO departs to care for parents

Kevin Doran said in a LinkedIn post that he is stepping away from position at Lloyds-owned insurer to look after family with health conditions.

Metro Bank names Catherine Doran its Non-Exec Director

Ms Doran has over 20 years of experience as a Chief Information Officer, leading IT transformations in major financial services businesses and across other industry sectors.

Migros Bank Appoints Head of Customer Relations & Experience

Previously, he was responsible for the retail banking business in Northwestern Switzerland.

Jürg Hutter is the new head of corporate clients at Schwyzer Kantonalbank.

With Jürg Hutter, SZKB is filling this key position from within its own ranks, underscoring the quality of its internal succession planning.

Van Lanschot Kempen Switzerland hires IAM's risk chief

Ex-Reuss Private head of risk and compliance, Maria Maraki, has joined the Dutch firm's Swiss unit as head of compliance.

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