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

Quilter appoints Craig Ross as head of adviser propositions

The pressures of increased prices and high interest rates are expected to remain for some time yet, so it is vital that people take steps to improve their financial situation sooner rather than later.

Edinburgh Investment Trust names deputy manager as de Uphaugh retires

Liontrust's Emily Barnard promoted

Changes to the UBS Board of Directors

Gail Kelly to be nominated for election to the Board of Directors at the upcoming Annual General Meeting of UBS Group AG and of UBS AG.

Aberdein Considine grows Wealth business with appointment of Edinburgh-based Chartered Financial Planner

He joins AC Wealth from Johnston Carmichael Wealth, where he was both Head of Proposition and a Chartered Financial Planner.

Lansdowne Partners names CEO as Suzi Nutton retires

Brian Heyworth takes over

Stuart Watson has joined Ogier Global as a Director to lead the growth of its UK corporate and fiduciary services offering

Stuart sits on many company boards, in particular those of special purpose vehicles (SPVs), in both an executive and non-executive capacity, and is involved in the management of various assets classes across multiple sectors globally.

Harneys welcomes Colin Riegels back as partner in London office

He specialises in all aspects of offshore financing with an emphasis on derivatives, netting and close-out, insolvency, and security enforcement.

PineBridge Investments Names Head of Intermediary Distribution, APAC and EMEA

Mr. Kopitsis brings to his new role over 20 years of intermediary experience in both Europe and Asia, a deep network of relationships, and a proven track record.

EFG opens new offices in Gstaad and St. Moritz and appoints local business heads

The new offices will be run by experienced CROs and specialists who have established networks and long-term experience in serving clients in these locations.

J.P. Morgan AM Appoints New Head of Switzerland

She replaces Claude Kurzo, who had already been promoted to a new function in London last year.

Close kicks off 2024 with two more senior Investec W&I hires

Matt Green joins the firm’s London office as senior investment director, while Jonathan Follows joins as senior investment manager.

Lugano wealth manager hires ex-Vontobel quant as deputy CIO

Yves Schläpfer has joined Copernicus Wealth Management alongside Giuseppe Deni, who will take up the role of quantitative portfolio manager.

TISE announces promotions and appointment to build on success

TISE has 37 employees operating across Dublin, Guernsey, the Isle of Man, Jersey and London.

Principal hires head of asset management

Bhatia joined Principal in 2019 as president and CEO of Principal Funds

Alpha FMC Hires UK Wealth Management Consulting Team

Prior to this, Scott worked across asset and wealth management, banking, life & pensions, savings and investments and technology both as a consultant and a business leader.

IQ-EQ appoints Continental Europe Sales Director for Funds & Institutional Asset Owners

Prior to that, he was a Director at AFS Group and Managing Director at J.P. Morgan.

Quilter plc appoints Chris Hill as independent Non-executive Director

On appointment, Hill will also join the Board Audit Committee and Board Remuneration Committee.

Welcoming Richard Sayers

Richard started his career as a stockbroker and later moved into wealth management with two private banks before co-founding the investment oversight business, Enhance Group.

Goldman Sachs adds experienced director to Swiss wealth management board

Sinead Strain has joined the board of directors at Goldman Sachs Bank AG.

IAM names new CEO and CIO after sale to consolidator

Oliver Amstad has stepped down as CEO, a role he had held since co-founding the company in 2010.

Executive Moves