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

The Board of Directors of CaixaBank Asset Management appoints Ana Martín de Santa Olalla as its new CEO

Ana Martín de Santa Olalla had hitherto been Head of Business and Sales at CaixaBank AM.

Brown Shipley alumni team up with old colleagues at boutique

Boasting a combined 25 years of Brown Shipley experience, Anne Brookes and Clive Batchelor reunite with three former colleagues at EFG Harris Allday.

Evenlode appoints Majedie co-founder as CEO

Hugh Yarrow will become executive chair and remain lead manager of the Evenlode Income strategy

Oak Group appoints new Head of Marketing

In her new role, Sophie will work closely with Oak’s CCO, Kate Clouston, to align marketing activities with Oak’s business goals and values.

LGT Group appoints two new members to its Foundation Board

LGT Group Foundation has appointed Helen Louise Heslop and Gunn Wærsted to its Foundation Board. They took office on 1 January 2024.

Meet the newest team member of the Brooks Macdonald family!

We’re delighted to have Louise on board.

Collas Crill's private client team strengthened by appointment

She will now re-join the non-contentious side of the Private Client Team alongside Victoria Yates.

Scottish Widows appoints Cairns as head of responsible investment

She co-authored several climate-related papers

Barclays appoints Isabelle Millat in dual role as Head of Sustainable Finance for Global Markets and Barclays Europe

Prior to this, she worked for Capgemini Consulting.

Will Nicoll to take over Royal London Asset Management Fixed Income team, as Jonathan Platt to retire at the end of 2024

Jonathan will continue in his role as Head of Fixed Income and will work with Will to transition to new leadership during the year.

Second Cazenove director exits for wealth boutique

Rob Hodgson has joined Vermeer Partners as a financial planning director, working alongside managing director and former Cazenove colleague Chris Hogarth.

T. Rowe Price Appoints APAC COO

He will relocate from the firm’s London office to Australia to take on the new role.

Van Lanschot Kempen appoints Eva Kalis as head of Philanthropy Services

Eva Kalis joins from the Rijksmuseum, where she has worked for 24 years.

Leonteq appoints Hans Widler as CFO

He will become a member of the Executive Committee subject to regulatory approval.

Asset manager OLZ brings in former Postfinance CEO

The asset manager announced this in a statement on Thursday

Bellevue fund manager leaves after 17 years for CFO role

The asset manager is currently looking for a replacement for Michel Keusch.

HSBC appoints Head of Wealth and Personal Banking in Guernsey

In her new role, Candida will focus on ensuring that HSBC’s customers in Guernsey

Imperium Guernsey’s private wealth team announce promotions!

Their promotions are testament to their hard word and dedication to Imperium and their own personal development.

Multiple Senior Promotions at UBS in Jersey

Helen Ollivro has been promoted from Executive Director to Managing Director.

Zurich shareholders approve all Board proposals at Annual General Meeting

They also elected John Rafter as a new member and confirmed all current Board members who stood for re-election.

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