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

Banque Heritage expands managing partner circle

Jean-Christophe Rochat has been chief investment officer and head of asset management since 2019.

UBS UK private client head resurfaces at Coutts

Appointment of Shona Baijal ends the Square Mile institution’s search for a new private client head after false start with Prince Andrew’s former equerry

Delta appoints Matt Long as MD for Europe, Africa

In this role, Matt will help ensure that Delta continues to deliver the thoughtful, reliable and best-in-class experience customers expect when flying across the Atlantic.

Suntera Global Appoints New COO to Lead Transformational Change Programme and Operational Excellence

Based in London, Paul brings a depth of leadership experience and a proven track record of building, restructuring and transforming businesses across financial services organisations throughout his extensive career.

Bank Aston Group to Expand into Jersey

Offices and key hires have already been identified, and the expectation is that the fx business will launch in Jesey before year-end.

Scott Rüdlinger Zoller appointed Head of Products & Services

Rüdlinger Zoller, who has worked for the bank for over six years in various roles, has more than 20 years of professional and management experience in banking, particularly in the areas relevant to his new role.

Harper Macleod strengthens private client team with appointment of Carole McAlpine Scott

Her appointment enhances Harper Macleod’s ability to provide joined‑up, commercially focused advice for clients and their advisers.

Ocorian appoints Chief Financial Officer

She has extensive experience leading large global finance teams of more than 350 people, including shared service centres, and has a strong track record in governance and compliance.

WTW strengthens team with new wealth investment appointment

Sophia brings nearly a decade of experience across leading investment management firms in the UK Wealth market.

Funding Circle appoints ex-Monzo exec Tim Trailor MD, cards

Tim joins Funding Circle with over 20 years of experience in fintech leadership

BNPP AM appoints deputy CEO

Isabelle’s appointment is a key factor in the success of our organization.

Ex-Lazard AM Swiss boss resurfaces in private markets role

Bertrand Levavasseur has returned to Oddo BHF, while his former employer has appointed Björn Bahlmann and Olivier Metayer as co-heads for Switzerland.

JTC Appoints New Managing Director in Mauritius

In particular, he will oversee client service delivery and commercial performance, ensuring high standards, regulatory compliance and excellent client experience.

PDG adds members and appoints Meg Kirby as ambassador

Meg Kirby MBE has also been appointed as an ambassador, joining Johnny Timpson OBE in supporting the PDG with practical knowledge and insights.

ValidPath appoints new CTO to lead AI push

He previously served as EMEA head of compliance for financial services at Amazon Web Services, where he helped shape cloud regulatory frameworks across the sector globally.

Quintet appoints Lars Kalbreier as Group Chief Investment Officer

Kalbreier is currently a Partner at Bainbridge, an advisory and investment banking platform, where he is responsible for strategic asset allocation across public and private markets.

Welcoming new voices to the Tribe

We’re excited to have them on board and look forward to the perspectives and energy they bring to the Tribe.

Geneva IAM names investment chief in reshuffle

Exclusive: independent asset manager makes two promotions after its previous chief investment officer left for Bank Syz.

Brooks Macdonald appoints Will Hobbs as Chief Investment Officer

Will brings extensive experience in global portfolios, equities, sector allocations, investment strategies and investment management for UHNW and HNW.

HSBC AM names next alternatives CEO

Succeeds the retiring Joanna Munro

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