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

A new chapter of leadership at CPW

Stephen will be conducting a detailed handover with David as he transitions into his new role.

JP Morgan Private Bank hires investment team head in Zurich

Simone Grüninger joins the US giant after tenures at UBS and Credit Suisse.

Fitch Solutions appoints Rachel Lojko president

Rachel will take over from Ted Niedermayer, who is leaving at the end of July after significantly contributing to the growth and advancement of Fitch Solutions.

VP Bank appoints new Chief Financial Officer

Roland Kläy is a certified public accountant and holds several advanced degrees

Zwei Wealth recruits ex-hotelier as partner in Romandy

Boyer’s appointment comes after that of Thierry Cherf as the firm’s new Geneva location head.

Canaccord Wealth ESG head Patrick Thomas exits

Thomas departs the firm he started his career with 15 years ago.

ABN AMRO nominates Daniel Hartert as Supervisory Board member, succeeding Arjen Dorland

The nomination is subject to the approval of the European Central Bank.

Evelyn hires ex-Newcastle Falcons rugby star Alex Tait

Tait joins Evelyn’s Newcastle financial planning team two years after retiring from professional rugby.

TradeXBank AG appoints new General Counsel

He will join the Executive Board, subject to regulatory approval, and report to CEO Camille Sednaoui.

Omnis hires Riverstone Top 30 wealth manager

Tom Rosser join Omnis Investments as senior investment analyst after just over a year with Riverstone.

Ex-Fidelity CEO Anne Richards named Coutts chair

Dame Anne Richards, who led Fidelity for six years, replaces Lord Remnant later this year.

Davies appoints new senior hire to lead Asset & Wealth Management consulting practice

With deep expertise in investment strategy and technology transformation, Stephanie will drive growth and innovation as the firm expands its consulting services.

UK’s National Wealth Fund appoints new chief

IFoA, Barnett Waddingham, National Wealth Fund, Aon

Axa XL promotes Shaun Wilkinson to head of international casualty

Wilkinson will report to Ben Kinsella, head of risk managed, retail, UK and Lloyd’s.

Franklin Templeton appoints head of UK wholesale

This promotion recognises his strong leadership skills and ongoing contributions to the UK business

7IM Private Client expands financial planning team with two Associate Director in Scotland

At 7IM, he will manage a portfolio of high-net-worth clients—including individuals, families, and businesses—delivering tailored financial and wealth management advice to help them achieve their long-term goals.

Daniel Boege appointed Chief Investment Officer, Vaishnavi Katamreddy to head buyout team

At the same time, Vaish Katamreddy will take over as Head of Buyout.

Promotions at Obwaldner Kantonalbank

The management and all employees warmly congratulate the promoted employees

Liquidnet hires Credit Suisse's former head of equity derivatives

Establishing local teams in key European hubs enhances our ability to deliver a more tailored service offering

BIL Suisse promotes former CS and Julius Baer executive

She brings more than three decades of industry experience and worked for many years at both Credit Suisse and Julius Baer.

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