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

Jonathan Dale Joins Evercore as Senior Managing Director in the Consumer Group

Mr. Dale brings nearly 20 years of investment banking experience to Evercore.

Skybound Wealth appoints Taylor Condon as Country Manager for Spain

The appointment reflects sustained demand from expatriates of multiple nationalities

Appointment of Victoria Buhler as the Prime Minister’s Deputy Adviser on Business, Investment, and Trade and Hannah Bronwin as the Prime Minister’s Expert Adviser on Energy and NetZero

The Prime Minister has directly appointed two further experts to his No10 team today.

Secretary-General Appoints Robert van der Zee of Netherlands Representative for United Nations Joint Staff Pension Fund Asset Investments

He started his career in financial services at ABN AMRO Bank

RBC Brewin Dolphin’s 40-strong Cardiff office appoints wealth manager

RBC Brewin Dolphin’s Cardiff office has been working with clients in Wales for more than 30 years, growing to 40 employees, including 14 client-focused wealth managers.

Boston Multi Family Office appoints new managing director

“Paul brings a wealth of experience and expertise and will add value to our business as we continue to grow in Jersey and the wider Channel Islands.”

Pierangelo Campopiano will be the new head of sales

Pierangelo Campopiano is currently Head of Customer and Market and a member of the Executive Board at the CSS Group

FGS Global Strengthens Swiss Crisis and Litigation Communications with Appointment of Jean-François Tanda as Managing Director in Zurich

Jean-François brings more than 20 years of experience at the intersection of media, law, and communications.

ERM appoints Bill Theofilou as executive chair

Despite a challenging year of political pushback in some regions – particularly by the US government – strengthening climate regulation remains something businesses need to be aware of globally.

SPFL Trust appoints Charles Barnett as new chair

Charles Barnett has served as a treasurer for the group over the last decade.

Julius Baer Group announces changes to the Board of Directors

He will be succeeded as Vice Chairman by Juerg Hunziker, subject to his re-election as a Board Director by shareholders.

New CEO at Prospera Invest

He began his career with early internship positions at UBS in Frankfurt and J.P. Morgan in Paris, before moving into M&A at Credit Suisse in Hamburg.

BlueOrchard appoints Lucas van Berkestijn as Global Head of Business Development

Reporting to BlueOrchard’s CEO Michael Wehrle, Lucas will play a central role in accelerating BlueOrchard’s global growth

LINK announces appointment of Tom Ilube CBE as new Chair

He previously served on NatWest Group’s Technology Advisory Board.

KKR bolsters wealth ranks with strategic accounts head

The hire comes on the heels of the firm raising $6.5bn from individual investors outside the US last year, Citywire can reveal.

Generali Investments strengthens European sales teams

He brings more than 10 years’ experience in asset management sales

AJ Bell announce c-suite reshuffle with Billy Mackay set to retire

There are a number of significant regulatory and legislative changes impacting Isas

Redwheel continues to rationalise sustainable fund range

Redwheel UK Climate Engagement fund will merge into the group’s UK Value fund on 26 February

Hamilton Appoints Michelle Li as Chief Financial Officer of Hamilton Global Specialty

Li joins Hamilton from RenaissanceRe, where she held a range of senior roles for over fourteen years, most recently serving as SVP, Head of Finance Lloyd’s and RenaissanceRe of Europe.

Francesco Grosoli to lead Mediobanca's private banking in bank revamp, source says

Before joining Mediobanca in 2019, Grosoli held a series of senior roles, including head of HSBC Private Banking until 2007 and CEO of Barclays Private Bank for EMEA and Monaco.

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