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

Progeny CEO steps down

Moles founded the group and has led it for 16 years but has decided to leave his role and become a non-executive director and president of the firm.

RBC Brewin Dolphin analyst joins Janus Henderson

Oliver King joins the fund giant after a little more than two years at the wealth manager.

Polaris Expands Partner Team to Drive European Growth

He will also strengthen investor relations across Europe, including expanding into key markets such as the United Kingdom and France.

CEE Group drives growth with Franjo Salic as new CIO

In his new position, Franjo Salic is responsible for the areas of investment and asset management.

Julius Baer Group announces change of Chair of the Board of Directors

His proposed successor will be nominated in March 2025 with the invitation to the Annual General Meeting.

ZKB hires thematic fund manager duo

Clément Maclou and Luca Menozzi are the newest recruits at Zürcher Kantonalbank.

UI efa appoints two new Business Development Directors

Causevic comes to UI efa with over a decade of experience in the financial services industry, specialising in alternative assets and capital markets.

Oddo BHF wants to become even more involved in the M&A business

Oddo BHF has appointed a new Global Head M&A.

Concentric welcomes three experienced investment professionals to Wealth Team

This is a significant step forward for our Wealth team

Investec strengthens Financial Intermediaries team across the Crown Dependencies

My focus is to build on the strong foundations established over the last 15 years

A new partner and six new counsel at Schellenberg Wittmer

Thanks to extensive professional experience from various functions

Ruffer to cut a dozen more UK roles

The latest round of redundancies follows the 20 UK jobs that went last year.

Valvest brings in real estate specialists

Frédéric Mathier is joining the subordinated mortgage team at Valvest Advisors .

Octopus Investments Appoints Co-Heads of Retail Investments

Kristy Barr joined Octopus as Distribution Director in September 2021, bringing extensive experience in sales and client management within the asset management industry.

Schroders Capital names Minal Patel as Global Head of Infrastructure

In this newly-created role, Minal will lead Schroders Capital’s global infrastructure business and, alongside the wider senior team, set the global strategy.

Moore Barlow welcomes new private wealth partner

Sonia’s credentials include her qualification at Coffin Mew LLP in 1999 and full STEP membership since 2009.

Lazard promotes nine managing directors in Europe — here are the names

Investment banks have increased the number of employees in their annual promotion rounds

Transact names new CEO as Jonathan Gunby retires

Current chief development officer Tom Dunbar will take over as CEO of Integrated Financial Arrangements – the operator of the Transact platform.

Brown Shipley bolsters Nottingham team with appointment of Thomas Clarke as Client Advisor

Clarke joins from Woodgate Financial Planning, where he was a Financial Planner.

Pictet Wealth Management appoints Giuseppe Patara as Head of Multi-Asset Europe

Before joining Pictet in 2022, Patara built a solid career during 16 years at Credit Suisse.

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