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

Schroder Investment Solutions CIO Alex Funk exits for PortfolioMetrix

Funk will join PortfolioMetrix as head of investments in August, replacing Nic Spicer who is leaving to pursue a degree at Imperial College.

Vontobel unit head joins Top 50 IAM as partner

Marcuard Heritage said his entry into the shareholder structure will make the company’s expansion more stable.

Luca Derlin named head of international markets at Quintet Luxembourg

Quintet Luxembourg has announced the appointment of Luca Derlin as head of international markets and member of the Luxembourg management committee.

Rothschild & Co appoints UK Head of HNW Wealth Management

In this newly created role, she will focus on further developing services to support the needs of HNW clients, particularly those who are still building their wealth.

Wealth management firm unveils senior appointments

People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.

AllianzGI’s Mike Riddell to exit

The bond manager will leave at the end of June.

New appointments in Intesa Sanpaolo’s Wealth Management Divisions

The new Wealth Management Divisions structure headed by Tommaso Corcos

Quilter hires Simon Durling as investment director

He will report into Andy Miller, lead investment director.

CIO exits J Safra Sarasin's CHF 22bn London boutique

Thomas's departure after eight years with Sarasin & Partners coincides with a broader restructure of its investment team.

Quilter Financial Planning appoints senior relationship manager to enhance AR development

She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on relationships with appointed representative firms.

Deutsche Bank Hires Goldman’s Bomar for Asset Management Deals

New York-based Bomar will join the German lender in July,

Investment solutions chief to exit GenTwo

Theodoros Giannakopoulos is leaving GenTwo at the end of June.

Dan Dysli joins GenTwo as new CFO

His hands-on experience spans companies in the banking, technology and industrial sectors.

Investec Real Estate promotes Goolab to private client lending head

Goolab has worked at Investec for over 12 years, and in that time has closed over £500m of real estate loans in the development and investment space.

Pictet WM recruits Pimco partner to head investment offering

Géraldine Sundstrom has also worked as a portfolio manager at Brevan Howard and Moore Capital Management.

Head of INVL Family Office appointed to INVL Asset Management’s Board

Nerijus’s active role in this area is very important for the success of both the new fund and the existing INVL Baltic Sea Growth Fund and the portfolio companies whose Boards he leads.

Julius Baer Guernsey appoints New Head of Booking Centre

After working at ABN-AMRO for 12 years, Sonia began working at Julius Baer in 2012, where she has been since.

Mike Coady becomes CEO of Skybound WM as Ian Sweet steps down

The leadership changes come after ‘thoughtful consideration’ by the company’s shareholders

Scottish Friendly appoints new chair and non-exec directors to board

He has over 25 years’ experience operating at senior executive levels and was previously group customer director at Phoenix, managing director at Telefonica and chief executive for NHS 24.

Canaccord appoints David Muncaster to newly-created group head of distribution role

Muncaster moves from role as head of distribution

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