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

UBP appoints wealth co-head in Lugano

Ex-J Safra Sarasin adviser Waldo Alvarez-Santullano and ex-UBS relationship manager Daniel Sacerdoti have both joined UBP as senior relationship managers.

Helvetica Appoints New Chairman

An experienced asset manager is taking over as the new Chairman of the Board of Directors.

CapMan Real Estate strengthens asset management team with several key hires and promotions

This follows the appointment of Juhani Erke as Chief Asset Management Officer (CAMO) last year.

GAM Appoints Mirko Ranno as Head of Germany and Austria Distribution

His appointment reinforces GAM’s long-standing commitment to professional investors in Germany and Austria.

Juan Alcaraz Steps Down as CEO of Allfunds and Will Be Replaced by Annabel Spring

The Board has appointed Annabel Spring as the new CEO of Allfunds, who will take office in June

PwC hires ex-Deloitte Switzerland investment management head

Marcel Meyer has audited and advised clients in financial services, real estate, trading and technology.

Puma Investments appoints Jeremy Roberts as Managing Director

Jeremy’s appointment reflects Puma’s ambition to scale further and ensure a cohesive, high-performing offering focused on delivering high quality investment products for its retail investor client base.

Octopus manager exits for top IA private assets role

The newly created post signals the fund trade body’s recognition of the growing importance of private markets in the industry

New Head of Consulting Europe at Swiss IT Compliance Specialist

In this role, he and a team of around 30 people will be responsible for the operational development of the consulting business in Switzerland and other European markets.

LLB CEO to join Raiffeisen

After a near 15 year tenure with LLB, Gabriel Brenna has decided to pursue new a career as CEO at Raiffeisen Switzerland.

L&G’s Vanessa Sallows steps down, but not out, as Tracey Bridger is appointed Claims & Governance Director for Group Protection

Tracey Bridger, current Head of Claims for Group Protection, will become Claims & Governance Director, as Vanessa Sallows takes on a new role.

Two promotions at Julius Baer

Mr Trabold is taking on a new challenge as an Executive Director at Julius Baer, while remaining a Relationship Manager in the bank’s intermediaries team.

VG launches Capital Markets offering

VG launches Capital Markets offering with senior appointment and London presence

NatWest Appoints Dr Maja Pantic as the Bank’s First Chief AI Research Officer

As its first Chief AI Research Officer, Maja Pantic will advance the bank’s AI capabilities.

Ken Moelis to hand over CEO role to longtime partner at investment bank

Moelis & Co is among a select group of pure-play investment banks, dedicated primarily to offering advice instead of lending or trading.

Sebastián Da Silva Joins Global Work Management Group

His mission will be to strengthen client asset holdings in Latin America and Europe, the firm announced in a statement

Quilter Cheviot CEO steps down

He spent 29 years at HSBC

Allfunds Group: Leadership Update

Following a distinguished career at Allfunds in which he has led the firm to success and scale

 SimCorp promotes Dean McIntyre to Chief Commercial Officer

He will continue to report to Chief Revenue Officer Oliver Johnson.

JP Morgan hires ex-UBS banker in Geneva

Juan Arana follows several other recent private banking appointments at JP Morgan in Geneva.

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