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

Investec W&I portfolio head exits after nearly two decades

Jon Walker departs to pursue opportunities ‘outside of the industry’, leaving co-portfolio head Fraser Ford to oversee the integration with Rathbones.

M&G drops Liontrust UK strategy from MPS after manager upheaval

Manager and style change mean the strategy can no longer be a ‘core’ UK fund in M&G portfolios, says the wealth manager’s Shanti Kelemen.

National Bank finds new head for the media office internally

He will take up his post at the beginning of August 2024.

Deutsche Bank starts cutting jobs at Numis after merger

It is understood that the cuts have impacted a number of senior brokers.

A-rated strategic bond manager exits Fidelity International

He joined Fidelity in 2006

Altus names new platforms director from Wealthtime

She is a chartered financial planner and a former partner in an IFA practice.

FERI further expands its advisory expertise for professional clients

In her new role, Heike Ahlgrimm is primarily responsible for the strategic development and expansion of the Investment Solutions division.

Evelyn Partners adds experienced business tax Partner to Cambridge office

Emma Queen will be based in Evelyn Partners’ Cambridge office

Labour win 2024 UK General Election – what it means for your money

Labour have won the 2024 UK General Election and Sir Keir Starmer will be appointed prime minister this morning. Here’s what a new Labour government could mean for your money.

Kingswood CEO David Lawrence resigns with immediate effect

A process to appoint a permanent CEO will commence shortly

Cinerius Makes a Clean Sweep at the Top

The Zug-based financial group Cinerius is undergoing significant changes in its executive management.

Pax Asset Management appoints new Head of Real Estate

He is currently a member of the board of directors of Central Real Estate Holding AG and Rhystadt AG, one of the largest transformation projects in Switzerland.

Coutts executive director steps down after 16 years

Riaz Mansha has stepped down after a three decade career in banking and private wealth.

Jamie Lang, Chartered FCSI announced as president of the Isle of Man branch committee

He takes over from Katie Errock ACSI who has been the president since 2022.

Edmond de Rothschild REIM appoints Benoit de la Boulaye as Investment Director for Europe

Benoit also joins the executive committee of Edmond de Rothschild Real Estate Investment Management.

Josef Montanari becomes new Head of Private Customers Region Eastern Switzerland at Migros Bank

In his new role as Head of Private Customers in Eastern Switzerland from mid-October 2024, Josef Montanari will succeed Patrick Weibel

Octopus Ventures poaches HSBC Innovation Banking CEO

She will remain in her current role until the end of the year to help choose a successor and become a “special advisor” to HSBC from the beginning of 2025

Banque Audi Suisse poaches new AM head from Banque Cramer in latest reshuffle

Hans D. Itburrun was formerly the CIO and head of external asset management at Banque Cramer in Geneva.

VG announces mid-year career promotions in Private Wealth and Corporate teams

In Private Wealth, Tyler Hine has been promoted to Senior Trust Officer.

Oddo BHF hires trio of UBS consultants

The Private Wealth Management of the Oddo BHF branch in Stuttgart is being expanded.

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