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

Ortec Finance appoints Koen de Reus to Head of Client Servicing, Climate & ESG Solutions

Since joining Ortec Finance in 2014, Koen has been a key adviser to some of the largest pension fund schemes in the UK

Emma Hosking-Williams and Stuart Macdougall named partners at BDO

Hosking-Williams was most recently at EY. She was a partner at the Big Four firm, also based in London.

Citi Wealth names chief investment officer

A chief investment officer is added to Citi Wealth team.

Abrdn appoints global head of multi-asset and alts

He succeeds the current Global Head, Russell Barlow, who is stepping down to take a role with a non-competing firm, after 26 years at Abrdn.

Jack Dervyn Appointed Head of Capital Markets at Druces

This appointment highlights our ongoing commitment to delivering unparalleled expertise in Capital Markets and maintaining our position as a trusted adviser to clients across diverse industries.

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.

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