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

PKB’s wealth manager names managing partner

Alessandro Trabaldo Togna is part of the family which owns PKB Private Bank.

HSBC AM appoints UK CEO

Dan Rudd to be CEO of HSBC Global Asset Management (UK) and head of UK wholesale.

ZINK Solutions Adds José Ignacio García as Partner and Wealth Planner in Miami

Launched by the wealth advisory and planning company, founded in 2021 and now operating offices in Miami, New York, and Madrid.

Cantor Fitzgerald Poaches 15-Person Team in Germany Push

The staffing additions in Germany are also opportunistic.

Royal London Asset Management plants flag in Australia

He will also help shape the local strategy, represent the firm at industry events and forums, and contribute to long-term business planning.

Asset manager hires ex-Credit Suisse MD to co-head product

Cora Gibbons Moore has joined Royal London Asset Management as co-head of product. Her role will see her focus on international and private assets.

Schroders appoints Executive Vice Chair, new Global Head of Client Group and Head of Client Group Asia

Karine Szenberg will be appointed Executive Vice Chair, whilst Matt Oomen joins Schroders as Global Head of Client Group.

Ex-Swiss executive takes top multi-family office post at SocGen

Valérie Bokobza, who returned to Paris last year after a stint in Société Générale’s since-sold Swiss private banking division, has been appointed to the new role.

Julius Baer’s new CEO takes on old guard to revamp Swiss bank

Stefan Bollinger wants to move the 135-year-old Swiss firm beyond the Benko scandal and past setbacks

BRI Wealth Management appoints Toni Meadows as Head of Investments

Mr. Meadows will also join the management board, helping to oversee day-to-day operations and helping to drive the firm’s ambitious growth strategy.

Fidelity appoints global CIO of fixed income

Replacing former CIO Steve Ellis, who departed in March after 13 years at the firm to take a career break

Dentons welcomes trade and commodities finance partner Ellis Lawson to its Banking and Finance team in London

Ellis joins the firm today (16 June) from Sullivan & Worcester, where he was a partner.

UBS names new UK HNW head as veteran steps down

Michel Frey replaces Chris Oliver, who is leaving after 15 years with UBS Wealth Management.

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

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