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

Senior portfolio manager Peter Sleep leaves 7IM

Departs after 17 years

Trio exit Brooks Macdonald private client and wealth management teams

Sanderson, Whitby and Grossobel

Iress hires former adviser to drive UK Wealth growth and roadmap

Mr Parker’s appointment is part of Iress’ strategic plan to realign its software with changing customer needs

Klaus Wiemann will be the new head of private customers in the Zurich region at Migros Bank

Previously, he built up the Private Banking Switzerland business at Société Générale as Head Swiss Onshore.

LOIM names new head of wholesale distribution Switzerland

Company says move is part of its plan to increase its Swiss domestic market share.

ZEDRA strengthens Governance team with new client relationship role

Nicola has client management expertise spanning three decades.

IQ-EQ appoints Chief Commercial Officer for France and Switzerland

He has also held other senior roles including Head of Fund Managers for Victoires Haussmann and Head of Real Estate Financing with Investimo.

Apex Group boosts regulatory consulting service with enhanced team

She spent 14 years with the Malta Financial Services Authority

British Land crowns former Lazard man as chair

It is a fantastic business with a strong track record

Julius Baer Group nominates Bruce Fletcher and Andrea Sambo for election to the Board of Directors

All current members of the Board of Directors will stand for re-election

Brown Shipley private bank head exits for Barclays

Elizabeth Weir leaves Brown Shipley to become head of UK domestic with Barclays Private Bank.

Sarah Stanford confirmed as CEO of Aspen UK

Ms Stanford was appointed interim CEO in January.

Roger Weatherby takes over as Chairman of Weatherbys Banking Group

Roger served as Chief Executive of the Bank from 2000 until 2023 during which time the Bank’s assets have grown from less than £50m to £1.7 billion.

Helen Whelan named Chief Risk Officer at Brown Shipley

Whelan will be responsible for further strengthening risk management practices and controls at Brown Shipley.

Cantor Fitzgerald continues to expand its Technology Investment Banking team with nine senior hires

Cantor has been actively expanding its Technology Investment Banking group in New York, San Francisco, and London

Caroline Oosterloo ABN AMRO interim CRO from 24 April 2024

Caroline Oosterloo has more than thirty years of experience in the banking sector.

Quilter appoints Alexander Kirby as reporting and governance manager

Kirby will focus on corporate sustainability reporting and disclosure, supporting Marisol Hernadnez and Gemma Woodward who have joint responsibility for delivering Quilter’s corporate sustainability agenda.

Calastone Appoints Chief Technology Officer

Digital innovation remains a key priority for the business.

Mutation in the SIX Group management

He will therefore be responsible for the group-wide development and operation of the entire IT infrastructure.

Vontobel announces changes to its Board of Directors

Clara C. Streit and Michael Halbherr decided not to stand for re-election due to other professional commitments.

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