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

Itaú Private Bank fortifies its global structure

Itaú Private Bank enhanced its global framework and employed a fresh hire

Hurst Point Group Year End Update And Announcement Of A Group Reorganization And Personnel Changes

The Board has expressed its sincere gratitude to both White and Kerrison for their hard work and contribution to the Group.

Mirova appoints Head of DFI

He will contribute to the development of Mirova with public and philanthropic investors

UBS also promotes Credit Suisse bankers to the top squad

Compared to last year, slightly more women advanced to the top positions, with 30 percent of those appointed.

JTC Promotes Mark Fleming to Jersey Private Client Head

He is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Society of Trust and Estate Practitioners.

Value Partners Group promotes Thomas Legendre to Associate Director, EMEA Business

In his new role, Thomas will continue supporting the team in London while also helping the Group to expand its distribution capabilities, notably across Switzerland.

SGKB hunts for new boss for 10-person private banking team

The Zurich-based role will help expand the bank’s business with wealthy international clients.

Investec names ESG lead for alternative investments

Alicia Forry promoted

Sedulo Wealth recruits Leeds financial adviser

Sedulo Wealth has also announced that its funds under management (FUM) have broken the £270m barrier.

Alts platform’s new Swiss sales boss comes from Kepler Cheuvreux

Luma has had a branch in Zurich since 2021.

AXA IM appoints product specialists to Core strategies

More recently at Axa IM Deschamps headed the development of the life and wealth management business at Axa France and was also global head of client group at Axa IM Select.

Evelyn Partners strengthens East Anglia team with experienced investment manager appointment

Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot.

Hogan Lovells hires highly-regarded Italian team – six partners to join the firm’s Rome and Milan offices

The new group focuses on structured finance, debt capital markets, and M&A providing assistance in both English and Italian Law.

The Openwork Partnership announces new Independent Non-Executive Director Sara Bennison to the Board

She joins from a distinguished career with global advertising agencies followed by 15 years in financial services

Lombard Odier Investment Managers names head of France

She replaces Frédéric Cruzel, who has retired after 12 years at the firm.

Parmenion adds PAM, Hymans Robertson and Albemarle MPS ranges

A total of 11 new model portfolio solutions added to adviser platform

Unlimited liability partner steps down from Zurich private bank after accident

André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.

Quilter Investors adds to manager research team with new alternatives role

The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.

Zurich private bank Rahn+Bodmer has to say goodbye to partners

He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.

Wealth manager appoints COO

He has over 20 years’ experience across operations, technology and change.

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