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

Evelyn Partners appoints Alex Gersh as new Chief Financial Officer

Alex will join Evelyn Partners at the end of April and will work closely with Scott Kirk, Interim CFO, to ensure an orderly handover.

Digital wealth platform Vennre names Ahmed El-Sharkasy as new CPO

Vennre plans to expand into Saudi Arabia and will soon announce new C-suite and advisory board appointments.

Sarah Dunnage to step down as Ardan International CEO

Steve Weston will take over as CEO in June

LGT Switzerland names new Geneva head

Bertrand Merkli, who succeeds Pascal Bourqui, is head of Swiss markets at LGT Bank Switzerland and will retain this role.

Basel-based Top 50 IAM hires part-time senior PM

Charisma Stiftung analyst, Andreas Borer, has joined Tareno as a senior portfolio manager to further develop its stock selection process.

Doris Bianchi becomes new Director of the Federal Social Insurance Office

The doctor of law and social insurance expert succeeds Stéphane Rossini, who will leave the FSIO at the end of June.

Capital Union Bank Welcomes New Chief Executive Officer Michael Paton, as Patrick Zbinden Takes Group Leadership Roles

Capital Union Bank announces the appointment of Michael Paton as Chief Executive Officer effective May 1st, 2025.

Pictet Wealth Management signs MD from Rothschilds

Annick Crisford joins Pictet wealth management as managing director

Principal AM bolsters French real estate distribution team

Prior to joining Principal, both Julien and Léa worked at Praemia REIM.

LFDE Appoints Anne-Sophie Girault to Drive International Expansion

La Financière de l’Échiquier (LFDE) names new Head of International Development as it targets accelerated European and global growth.

Raymond James loses UK wealth boss Paul Abberley

Kim Jenson has been brought in from Raymond James’ US private client business as interim chief executive until a permanent CEO is recruited.

NatWest Group appoints new Managing Director to lead Investment Products & Solutions for its Wealth Businesses

He will join the bank on 1 September with over 30 years of experience in the private banking and wealth management industry, having held senior positions at both HSBC and UBS.

Citi announces Carmen Haddad will join Citi Wealth in a senior capacity

Serving as Vice Chair, Citi Private Bank

RSM UK announces three new tax heads

Helen Relf, Rowena Cliffton and Martin Cooper take on the roles.

NatWest hires wealth MD from HSBC Private Bank

Jan-Marc Fergg will oversee NatWest’s investment management proposition, including within Coutts.

Marc Hoffmann named Intesa Sanpaolo WM’s board chair

Marc Flammang has been confirmed as CEO and chairman of the executive committee.

Hedge fund appoints seasoned private bank executive as chair

Vigama Capital has made two new board appointments.

Blue Earth Capital AG appoints Philipp Müller as Chief Executive Officer

Prior to BlueOrchard, Mr. Müller was Senior Vice President of Investment Solutions at Partners Group, where he oversaw investment strategies and tailored solutions for institutional clients.

UBP impact investing co-head exits for M&G

Charlie Anniss launched UBP’s Biodiversity Restoration strategy and co-managed its Positive Impact Global fund.

Carla Brown appointed new PFS Chair

Carla’s appointment will reestablish the tradition of the PFS President holding both roles concurrently.

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