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

Oberon Investments - Appointment of Nicola Mitford-Slade

Appointment of Nicola Mitford-Slade as a Non-Executive Director Hon. Robert Hanson to stand down from the Board

Kingswood appoints CFO and head of wealth planning

He was Intertrust Group director of finance and SFM Europe group finance director.

LGT Private Banking names new head of business UHNWI Switzerland

Lukas Wullschleger has been appointed head of business development UHNWI CH at LGT Private Banking.

Ex-Credit Suisse wealth boss to exit UBS

Senior wealth manager Francesco de Ferrari is leaving the group, following the emergency merger of Credit Suisse and UBS almost a year ago.

Stonehage Fleming Appoints Trustee Director In Switzerland

She is based in Neuchatel and reports into Philippe de Salis

Simon McNamara joins Ziglu board

McNamara most recently served as a Director and Chief Administrative Officer at NatWest Group, where he led the transformation of their technology and services proposition.

Three senior execs leave Swiss private bank Rothschild

Four heads at the Swiss private bank have exited amid further departures over recent months.

Finura hires Quilter’s Rio Stedford as new financial planning lead

She has experience working with high-net-worth individuals and will be a key player to drive Finura’s strategic growth ambitions this year.

Evelyn Partners continues North West expansion with financial planner appointment

Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.

Tramondo CEO Raphael Muller Takes Over as Group CEO of the Bollag Multi-Family Office Group

This appointment marks a milestone in the Group’s growth and strategic direction

Mediolanum International Funds appoints head of fixed income

His expertise will contribute to defining the Investment Committee’s macro view, guiding strategic and tactical decisions for all funds, including multi-manager strategies, shared the firm.

Rothschild & Co Expands Private Capital Advisory with the appointment of Wouter Moerel as Senior Adviser

Senior hire will support Rothschild & Co’s Private Capital business with the origination and execution of GP led transactions, particularly continuation vehicles

Quilter appoints Kirsty Anderson to further strengthen technical support for advisers

Prior to that she was a business development manager at Royal London having previously worked for Standard Life.

Former UK chancellor Lord Hammond appointed new Railsr chairman

Lord Hammond has occupied several prominent cabinet positions throughout his political career.

Wealth manager Brown Shipley strengthens Leeds office to support strategic growth

A wealth manager is increasing the scale of its operations in Yorkshire as part of a strategy to increase its market share.

Fidelity International appoints equity chief as it splits CIO role

Niamh Brodie-Machura switches from Fidelity’s US arm and will jointly manage the investment office with Andrew McCaffery.

SNB Chairman Thomas Jordan to step down at end of September 2024

They would like to take this opportunity to wish him all the best for the forthcoming new chapter in his life.

Janus Henderson poaches UK distribution head from Ninety One

He joins from Ninety One

Rob Burdett exits Columbia Threadneedle sparking multi-manager overhaul

Kelly Prior and Scott Spencer also leave the fund firm, with Paul Green replacing Burdett as multi-manager head.

Klarphos adds to its Southern Europe Team

Based in our Madrid office, Isabel will play a key role in the expansion of our solutions for alternative investments in Iberia, Italy and Greece.

Executive Moves