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

Stephan Meier becomes partner at ZWEI Wealth

He has broad experience on the investment side as well as in product development and sales.

EFG Private Bank hires Standard Chartered director as UK wealth planning boss

Rajiv Gaglani will head the unit after Ken Chapman left to start his own business after six years.

JP Morgan UK private bank head Gregson exits

Oliver Gregson has left after an eight year stint, with a search underway for his replacement.

Appointments of Mohamed Kallala and Philippe Setbon to the Executive Management Committee of BPCE

The Executive Management Committee of BPCE now has a total of twelve members.

Thurgauer Kantonalbank hires external asset managers head from fellow cantonal bank

Simone De Solda joins TKB as the head of external asset managers.

Quilter adds a further four firms to its network

These appointments follow the recent addition of eight other AR firms that joined Quilter’s advice network in December 2024.

Evelyn Partners strengthens employee solutions offering with Manchester tax partner appointment

In her new role as tax partner, Julie will act as a trusted adviser to businesses of all sizes, on the complexities of employment tax and compliance.

Oakglen Wealth appoints Jersey office Compliance Lead

In this piece we bring to you the news regarding our recent employee appointment of Charlotte Larbalestier, to Head of Compliance, as we continue to grow our team in Jersey.

Taskize hires Glen Sinclair as head of client management

He will oversee the daily operations of client accounts, playing a pivotal role in supporting Taskize’s existing client base and onboarding new clients.

Zug investment group Cofra names legal chief

Partner at law firm De Brauw Blackstone Westbroek, Sven Dumoulin, is set to take over from Bernard Roelvink, who is retiring this year.

Hollard announces Andrew Coutts as CEO for Hollard Insure

He is an insurance professional who is respected and admired by his colleagues and peers, as well as our broker partners and the industry at large.

Julius Baer sheds 400 jobs, downsizes executive board

The company’s executive board has now been trimmed from 15 to 5 members, as the bank eyes another CHF110m in cost savings.

Stonehage Fleming Appoints Alasdair McLaren As New Director in Family Office Division, Guernsey

Alasdair and Patrick will both report to Gillian Ralston Jordan, Partner and Head of the Family Office in Guernsey.

Canada Life hires ex-AIG executive to lead protection strategy

He will also join the insurer’s protection senior leadership team, where he will play a lead role in the creation of its future strategies.

CII announces two new Executive Directors

They will bring a wealth of experience from extensive careers across a range of sectors.

Stonehage Fleming Investment Management Announces Promotion of Nick Burchett

Nick has demonstrated his deep knowledge and investment experience managing two of our flagship funds alongside Paul.

Greek wealth manager promotes selector to co-CIO

Dimitris Dalipis has stepped into the role of co-CIO alongside Chris Aesopos, the firm’s chief executive.

Standard Chartered PLC appoints Maria Ramos to succeed José Viñals as Group Chair

She has extensive international non-executive and Chair experience as well as a deep understanding of operating across emerging and developing markets.

Barclays Private Bank appoints head of investments for Switzerland and Dubai

The senior hire was previously at Pictet focusing on the Middle East region.

Hanne Buis joins De Brauw as executive partner

As a seasoned executive, Hanne has a proven track record in commercial, operational and general management roles.

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