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

Monzo names former Nubank exec Tom Oldham as new group CFO

As well as steering Monzo’s financial strategy, Oldham will lead financial planning across the organisation, oversee global financial operations, and manage investor relations.

SIX Appoints Bjørn Sibbern as New CEO

Bjørn Sibbern will take over as CEO of SIX on 1 January 2025.

Oakglen Wealth appoints Financial Controller to support Jersey and London leadership teams

Charlie qualified as a Chartered Accountant with PwC in Jersey, where he spent five years working with clients in the private equity, real estate and trust and fiduciary spaces.

Hansard Global plc Resignation and Appointment of Independent Non-Executive Directors

Jose has advised the Board that due to his new executive role he will be unable to dedicate sufficient time to contribute to the Company appropriately.

IFX Payments hires former Barclays VP as new COO

Dowling’s career also includes stints at Banking Circle and several roles at Barclays, where he progressed from corporate service executive to VP of cash management.

Ortec Finance appoints Koen de Reus to Head of Client Servicing, Climate & ESG Solutions

Since joining Ortec Finance in 2014, Koen has been a key adviser to some of the largest pension fund schemes in the UK

Emma Hosking-Williams and Stuart Macdougall named partners at BDO

Hosking-Williams was most recently at EY. She was a partner at the Big Four firm, also based in London.

Citi Wealth names chief investment officer

A chief investment officer is added to Citi Wealth team.

Abrdn appoints global head of multi-asset and alts

He succeeds the current Global Head, Russell Barlow, who is stepping down to take a role with a non-competing firm, after 26 years at Abrdn.

Jack Dervyn Appointed Head of Capital Markets at Druces

This appointment highlights our ongoing commitment to delivering unparalleled expertise in Capital Markets and maintaining our position as a trusted adviser to clients across diverse industries.

Stonehage Fleming managing partner joins IAM’s board of directors

Ari Tatos is one of two new members added to the board of directors of XO Investments.

Lombard Odier : management evolution within the Private Clients unit

Based in Geneva, Stephane will remain a member of the Private Clients Executive Committee and will report to Frédéric Rochat, Managing Partner and Co-Head of the Private Clients unit.

CaixaBank’s Management Committee appoints Marta Alonso as new General Manager of its OpenWealth subsidiary

Marta Alonso replaces Sol Moreno de los Ríos, who is leaving the bank after two years in the position.

Atomos names new investment boss as Bathgate joins boutique

Joshua Gennet has been appointed investment head at Atomos, replacing Haig Bathgate, who becomes Callanish Capital's latest big signing.

Barnett Waddingham announces Baroness Helena Morrissey as Non-Executive Chair

She will work with Senior Partner Andrew Vaughan and four new managing partners - announced in the summer

HSBC Senior Management Changes

HSBC has begun a process to appoint the permanent successor for this role

Evelyn Partners appoints Kate Morrissey as Head of Asset Allocation

UK wealth management firm Evelyn Partners has made a senior addition to its investment management leadership team with the appointment of Kate Morrissey.

Leadership transition at Bank Bonhôte

Yves de Montmollin hands over to new CEO Kim-Andrée Potvin

Maerki Baumann to establish a Technology Advisory Board

The Technology Advisory Board will actively support the private bank’s Board of Directors and Executive Board in the further development, digitisation and innovation of its business model.

Leadership transition on the Foundation Council – Christian Mumenthaler succeeds Kaspar Villiger

Christian Mumenthaler, an industry leader with extensive experience at Swiss Re, brings a unique perspective to the UBS Center’s mission.

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