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

Advice solutions, Executive, Wealth management administration 29/01/2024

Pascal Gandrille, Stéphane Grossi, José Dias Coelho, Nabil Yared and René Cheseaux have left Union Bancaire Privée.

In his new role, Dik will focus on supporting client relationships and advising firm regional leadership.

Congratulations to our new Partners and Counsel

Matt Dickens joins as financial planning director as Evelyn expands its team in the South of England.

Milan Vidojevic Latest in Series of Hires Bolstering International Team

An international risk specialist joins the executive team of Quintet Private Bank.

More than 21 million customers use online or mobile banking.

After deciding to partner with T Rowe Price to develop an income-focused model portfolio, the firm has axed some of its investment manager roles.

Lucy da Gama Campos will focus on family offices and transactional business.

Supporting Parekh will be a newly-appointed leadership team.

Hugh Rittner

Swiss group outlines plan to bring in experienced investor as Patrick Roefs prepares to change role.

The company also promoted three other employees.

She will join the business in March 2024.

Karim Habra will become Global Co-Head of Real Estate alongside Mike Bryant, who is a Partner and the firm's current Head of Real Estate.

Brings 20 years of experience to role

Steven Sussman is bringing the curtain down on his 26-year career with JM Finn, handing the reins to Luc Bertrand.

Hugh Rittner joins the boutique’s business development team after leaving Ardevora shortly before the news last week that it was shutting down.

Källs joins Chubb from Willis Towers Watson