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

Forvis Mazars appoints new partners in Switzerland

Lamorte holds a Master's degree from the University of Zurich and has more than 15 years of experience in strategic consulting and auditing for banks and insurance companies.

ABN AMRO Bank intends to propose Marguerite Bérard as new CEO

The bank has identified a suitable candidate to lead ABN AMRO into its next phase of growth and success.

Hampshire Trust Bank boosts broker support with enhanced team structure and new appointment in the North East

As the first BDE to join HTB, Jack Slade will cover the North East region, focusing on building and maintaining relationships with brokers.

P1 Investment Services hires Michelle Angell for senior ops role

She previously worked at Seccl, P1 Platform’s trading and custody partner

TISE announces Guernsey promotions and expands London role

From January 2025, his expanded remit also includes liaising with issuers, intermediaries and Members to grow TISE’s public market for equities and bonds.

Aviva Investors appoints head of fixed income research

Gita Bal joins Aviva after over 13 years with Fidelity

Invesco appoints head of EMEA sustainable and impact investing distribution

Arun Kelshiker will help mobilise capital in sustainable and impact-focused investment strategies

Partners Capital Announces the Promotion of Two Partners and Five Managing Directors

Lenia Ascenso and Leslie Fitzgerald have been promoted to Partner.

Former Credit Suisse fund manager resurfaces at Julius Baer

Roger Wyss joins Julius Baer as a fixed income specialist after taking a year-long career break to travel.

Kingswood appoints ex-Succession Wealth executive as new CEO

He was previously chief commercial officer (CCO) at Aviva-owned Succession Wealth.

Titanbay Expands in Europe: Welcoming Manuel Noia as Head of Italy

Italy is a key market brimming with opportunities in private markets, and we’re ready to take it to the next level.

Balfour Capital Welcomes Hatem Rayani as Senior Wealth Manager France

Hatem Rayani has built a distinguished career focused on high-net-worth portfolio management, risk assessment, and compliance strategies.

BDO Switzerland appoints a COO for the first time

The strategic management services will be brought together under his leadership

Julian Fosh retires from Liontrust after illness

The fund manager ends a 16-year career at Liontrust after recently suffering from a severe bout of illness.

Schroders names Philip Chandler Chief Investment Officer of Schroder Investment Solutions

Philip joined Schroders in 2003 and will maintain his current position as Head of UK Multi-Asset while also stepping into the role of CIO.

William Blair Names Stewart Licudi Head of European Investment Banking

Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe.

AXA IM appoints two portfolio managers focusing on technology

Together they will focus on AXA IM’s technology range and offer valuable expertise to an experienced team whose franchise has been successfully growing over the past few years.

Fidelity Investments recruits sales manager with UBS experience

Fidelity International has recruited a new sales manager for its Zurich location.

Edmond de Rothschild announces the arrival of Monika Vicandi as Chief Risk, Legal & Compliance Officer

With over 20 years’ experience in Switzerland and Europe, Monika Vicandi brings recognised expertise in these three functions.

Close Brothers Group: Directorate Change

He is recuperating well and expected to make a full recovery.

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