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

EdR hires team from UBS for Vaud

The unit consists of relationship managers, a tax specialist and an investment expert.

Kevin Murphy exits Schroders after 24 years

Nick Kirrage to rejoin the firm’s UK value strategies

Franklin Templeton creates alts team for EMEA wealth push

The appointments have been made to leverage a $255bn alts business unit.

Vontobel strengthens distribution team in Switzerland

Prior to that, he spent nearly 10 years at Legg Mason Global Asset Management, where he was Country Head Switzerland and Head of Northern Europe.

Top 50 IAM hires Thomas Wille as CIO exits for Swiss Re

Tatjana Puhan has left Copernicus Wealth Management to become head of asset allocation at Swiss Re.

Secondaries manager opens Swiss branch under ex-UBS wealth expert

Boris Maeder joins the secondaries specialist as head of international private wealth distribution and will run its new office in Zurich.

Zurich sends the next manager for the CEO position at Orion

She has one thing in common with her predecessor: she also comes from Zurich Switzerland.

New Key Client Team at the BEKB location in Gstaad

With their extensive and long-standing experience, they will further develop BEKB's private banking offering.

Kurt Fuchs announces resignation at the end of May 2025

He had already announced this when he took over the CEO position from Hansruedi Köng in March.

M&G appoints Matt Robinson to lead its International Life Insurance Business

Matt joins M&G’s Life business, led by Clive Bolton.

Tyndall appoints new investment director

More recently, he has held investment-director positions at Brewin Dolphin and EFG Harris Allday.

Two managers exit as Jupiter closes global convertible bond fund

Makeem Asif and Lee Manzi leave Jupiter, the latter departing after 14 years, as the firm flags a lack of demand for the asset class.

Hoxton Capital creates head of creative role to help drive growth

Oakes will also lead the creation of an educational platform to help inform and attract clients and a financial adviser academy to attract new advisers into the profession.

Saxo Appoints Andrew Bresler as CEO of Saxo Markets UK Ltd

Most recently, Andrew served in a range of leadership roles at InvestCloud, helping drive regional growth and overseeing daily operations from Singapore across APAC.

State Street appoints head of institutional for Italy

In 2022, he assumed a senior institutional sales role in Amundi ETF after the firm merged with Lyxor Asset Management.

Revealed: Investec W&I hires trio for Glasgow as DFM head exits

David Kerr is leaving Investec W&I after nearly a decade, but former Abrdn, Evelyn and Morgan Stanley employees are joining the firm’s Glasgow base.

PFS appoints first independent chair

He will be joined on the PFS board by two new directors

iprism appoints Victoria Blanche as Private Clients Manager

In this new role, Blanche’s remit will include managing iprism’s dedicated private clients team that covers high-value and non-standard UK properties.

Gen II Announces Latest Senior Appointment To Its Growing European Team

Previously, he was employed by a major global bank.

Sidley Hires Finance Partner Ben Thompson in Further Expansion of its Global Energy and Infrastructure Practice

Sidley is an elite global law firm

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