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

EFG shuts office as two more join JM Finn Cheltenham

Richard Cleary and Ian Posgate join former colleagues to build out JM Finn's burgeoning Cheltenham office.

Cazenove’s Scotland head promoted to head of UK regions

Bob Hair has been promoted to head of regions following the departure of Karan Sejpal to Benchmark.

Brown Shipley appoints Melissa Buray as Birmingham-based Client Advisor

She will work closely with the Birmingham team and colleagues across Brown Shipley

Puma Investments appoints Jessica Franks as Commercial Director

As part of Octopus’s senior leadership team, she helped shape strategy and is widely recognised as a leading voice in the tax-efficient space.

EFG International: Former Journalist Becomes Media Chief

In this function, he reports to Katrin Schaad, Head of Public Relations & Stakeholder Communications.

Fortem builds out investment capability as it looks to scale platform

Andrew Warwick appointed Senior Portfolio Manager

Reassured appoints Laura Mullaney as chief growth officer

She will also support the continued expansion of Reassured’s partnerships programme and lead initiatives to enhance operations and customer experience.

New Client Services Director for IQ-EQ

Mr Van Schalkwyk started work this week, with Greg Kok, Managing Director of IQ-EQ Guernsey, welcoming him to the role.

WealthOS, welcomes Google and LinkedIn veteran, John Herlihy, as chairman

After spending many years in California leading teams for Adobe, Oracle and First Data, John returned to his native Ireland in 2005 to scale Google’s EMEA operations.

Zurich independent asset manager onboards UBS relationship manager

Brevalia has hired Mathis Weber as a client adviser.

Patric Deflorin will be the new CEO

Patric Deflorin has been Head of Distribution and a member of the Executive Board at AXA Switzerland since April 2025.

Quilter appoints Sam Christopher as proposition director

Christopher joins Quilter from 7IM, where she served as head of platform, overseeing the platform service function, experience team and proposition development.

BCN appoints senior portfolio manager as CIO

Vincent Schwery has been appointed as CIO at the cantonal bank.

Former Brown Shipley CEO joins advice consolidator

Calum Brewster joins nationwide financial planning business Finli after leaving the private bank at the end of 2024.

Swiss Registered Investment Advisor Association names new chair

Benedikt Kaiser has been succeeded by board member Urs Vrijhof-Droese as chair of the association, which represents firms serving US investors out of Switzerland.

Aegon announces changes to its Board of Directors

In line with previous announcements, Mr Connelly will retire as Chairman and member of the BoD on the same date.

Bird & Bird hires valuations expert Vicky Laws as Head of Valuation & Damages

Vicky joins from a partnership position at FTI Consulting

Hampden Bank Strengthens Leadership Team with Chief Banking Officer and COO Appointments

Greig Townsend joins as CBO to lead the Bank’s growth strategy.

RBC Brewin Dolphin intermediary head exits

Ian Kloss promoted to head of intermediaries as Antony Champion leaves the wealth firm after 12 years.

BTO promotes Julie McMahon to partner

Her promotion reflects her professional excellence and her contribution to the wider legal community

1
2
3
4
5
6
7
8
9
10
11
12
13
…
1100
1101
1102

Executive Moves