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

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.

EY appoints new Head of Capital and Debt Advisory in the North

The role will focus on independently advising businesses, including both corporate and Private Equity (PE) owned clients, on optimising capital structures and their cost of capital, as well as providing execution services.

Rathbones hires Brewin Dolphin investment manager

Gareth Evans joins the Cheltenham team as investment director, managing portfolios for advisers and private clients.

Liontrust appoints Clare Pleydell-Bouverie as co-lead fund manager

Pleydell-Bouverie has been with global innovation team since 2022

SEC chair Gensler to step down in January

During his tenure the SEC filed more than 2,700 enforcement actions, obtained $21bn in penalties, disgorgement orders

Geneva trust firm recruits new partner and managing director

Mario Cohn and Pilar Martinez joined Magnolia Private Office this November.

BDO strengthens leadership in UK with new partner appointments

Emma Hosking-Williams joins as a partner in the Private Capital tax team while Stuart Macdougall has been appointed as an audit partner with a special focus on ESG.

Supervisory Board appoints Carsten Schmitt as new CFO

The appointment to the Board of Managing Directors is subject to regulatory approvals.

Pictet hires Lombard Odier trio to launch Swiss Asia desk

The three new recruits, including a team head and two private bankers, will form the core of Pictet Wealth Management's new Asia desk in Zurich early next year.

Dentons welcomes new high yield and US securities finance partner Colin Chang to its Capital Markets team in London

Colin joins the firm from Linklaters, where he was a partner specialising in high yield and acquisition finance.

Former SNB communications chief becomes agency partner

She will be strengthening the communications company's staff as of January 1

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