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

Raymond James £20bn UK wealth architect Cynthia Poole to retire

Poole, who was one of the US giant's first recruits when it set up its UK business at the turn of the century, will stand down at the end of the year.

New senior appointment will accelerate BW SIPP transformation

He will ensure our offerings remain competitive, compliant and aligned with Consumer Duty outcomes, while leading a specialist team focused on proposition development and supplier management.

PortfolioMetrix appoints new CEO and senior team

He will replace founder Brandon Zietsman who will take on the role of executive chair.

Prominent Departure at the Top of Swissquote

There is a change at the head of the digital bank’s Board of Directors — and the successor has already been chosen.

Mattioli Woods founder steps back as Mann becomes CEO

In the role he will continue to support client relationships, strategic partnerships and the development of the firm’s brand.

Julius Baer announces new leadership for its home market Switzerland

Marc Blunier and Alain Krüger will jointly assume leadership of Julius Baer’s market Switzerland as of 1 January 2026

ZKB Asset Management appoints new Head of Index Solutions

He will succeed Didier Böckli , who is taking early retirement at his own request at the end of March 2026

Freiburg Cantonal Bank: COO resigns

The Freiburg Cantonal Bank needs to fill a strategically important position. An interim solution is in place.

Broadridge Appoints Richard Street as Head of International Sales

Richard will be based in London and report to Mike Sleightholme, President of Broadridge International.

Osmosis strengthens leadership with new hires

He is set to lead the firm’s next phase of systematic research and product innovation.

Unity Trust Bank promotes Kiran Samra to chief risk officer

Joining Unity Trust Bank in 2018 from Co-operative Bank, Samra has served as head of operational risk since 2022.

Bitcoin Suisse announces new client chief

Roman Przibylla is the latest addition to Bitcoin Suisse, assuming the role of group chief client officer.

Santander UK appoints HSBC's Gail Russell as head of everyday banking

Russell brings over two decades of banking experience to Santander UK and previously spent nine years at HSBC in various leadership roles.

Quilter strengthens Executive Committee with two senior appointments

Jo Harris will join Quilter in January 2026 in the newly created role of chief customer officer, subject to regulatory approval.

Rothschild & Co Switzerland hires Baltic private banking boss

Kaie-Liis Asu has joined Rothschild & Co Wealth Management Switzerland from Estonia.

Felix Brill Appointed Head of International Locations of the VP Bank Group

In this role, he will be responsible for client business in Switzerland, Luxembourg, and Singapore

Partners Group appoints Nicholas Smith Wang as Partner and Co-Head of Private Equity Technology

Nicholas will be based at Partners Group's global headquarters in Baar-Zug, Switzerland, and will join the firm later this month.

3iQ Continues Global Expansion Appointing Christophe Racine as Head of Business Development Switzerland (DACH region)

Christophe has near thirty years’ experience of sales, distribution and business development in investment management, wealth management and private banking.

Stonehage Fleming head of trading departs

Individual had been with the firm for almost 20 years; his next position is as yet unconfirmed, The TRADE understands.

Tideway nabs former SJP adviser for wealth management team

Gilfillan was at SJP for six years, most recently at Futura Financial Partners

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