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

Brooks Macdonald appoints Josh Lewsey as Group Strategy and Corporate Development Officer

Josh will report to Andrea Montague, CEO, and will be a member of the Executive Committee.

Fairway appoints Nathan Petty as Client Director

Fairway Group has appointed Nathan Petty as Client Director.

Walkers partner Rajah Abusrewil appointed deputy chair of STEP Jersey

She leads our Jersey Private Capital & Trusts practice group and has over 20 years' experience delivering bespoke solutions for international families and family offices.

Special situations firm hires boutique's ex-CEO

Oliver Banz has joined AS Equity Partners to lead portfolio operations.

Goldman Sachs appoints head of Emea defined contribution

In his new role, Horne will work closely with Chris Lyon, global head of defined contribution, as well as leaders across the firm’s global retirement group.

Bénédicte Chrétien appointed CEO of CFM Indosuez Wealth Management

Bénédicte Chrétien appointed Chief Executive Officer of CFM Indosuez Wealth Management, the wealth management brand of the Crédit Agricole Group in Monaco

Investment Association names first ever head of private markets

New role created to recognise the ‘increasing importance’ of private markets within the industry

Ruffer funds head exits in restructure

Luka Gakic will step down in July as part of the restructure the firm is undergoing.

Hugo Bänziger named chair of Quintet’s board of directors

He succeeds Rory Tapner, who held the position from 2020 to the end of 2024.

Saranac Partners hires Catherine Burr from Umbra

Burr joins the private office as a client adviser.

Equiom appoints Tom Illing as Senior Manager – Client Services, Jersey

Tom joins the business with over 19 years’ experience in global financial services and fiduciary businesses.

St. James’s Place appoints Helen Beck as non-executive director

Beck brings over 30 years of business leadership and consultancy experience in the financial sector.

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

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