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

Appointment of Eric Balmer as Head of Corporate Banking & Trade Finance

He will join the BCGE Group as a member of the Executive Board effective September 1, 2025.

Two new hires for Deutsche Bank wealth management team

Dormann will lead Private Bank Coverage for Luxembourg and France; Carrera de Manuel will lead Markets Investment Team for Luxembourg

Grant Thornton bolsters UK tax practice with new partners

Gil Oglesby will oversee the transformation of the firm's tax function while Duncan Nott is joining as a Transfer Pricing partner.

Lloyds Bank hires head of agentic AI

He joins the firm from digital transformation company Jiffy.ai

Oak Guernsey bolsters leadership team with new client director hire

Oak Group, an international provider of private client, fund administration and corporate services, has welcomed Sam Matthews as Client Director, Trust & Corporate in the Guernsey office.

National Friendly boosts leadership with two hires

Sally Waterfield has been promoted to chief marketing officer, while David Morris joins as national account manager.

PE firm bolsters European SFO relations department

The Parisian PE firm with a Geneva branch has announced the new appointment of Jérémie Mrejen.

Quilter Cheviot hires Phil Ross to its equity research team

He joins the company from Exane BNP Paribas, where he was the lead analyst for European reinsurance companies.

Rathbones Asset Management appoints specialist to multi-asset team

He will work closely with Rathbones’ distribution and marketing teams to oversee client communications across all multi-asset strategies.

UBS Revitalizes Global Wealth Management Division with Strategic Reshuffle

This exciting development was revealed through an internal memo shared on Tuesday, jointly issued by the co-heads of Global Wealth Management (GWM), Iqbal Khan and Rob Karofsky.

Mirabaud hires RBC Wealth bespoke specialist for UK push

David Smith joins as director relationship manager to support the Swiss firm's UK wealth expansion.

Barclays hires former Crédit Agricole swaptions head

Samy Ben Aoun joins bank as head of rates trading for Barclays Europe

Julius Baer Guernsey enhances team with two promotions

Claus Trabold takes on a new challenge as an Executive Director at Julius Baer, while remaining a trusted Relationship Manager in the bank’s intermediaries team.

Senior appointments as Titan Wealth brand launches in the Channel Islands

The rebrand coincides with the promotion of two Titan Wealth (CI) Limited directors

Temenos strengthens Product Leadership with key appointments

The two executives, based out of the U.S., report to Barb Morgan, Temenos’ Chief Product and Technology Officer, highlighting the company’s strategic investment in talent to accelerate growth and innovation.

Geneva foundation adds EFG chief to board

The Geneva Financial Center represents the companies that operate in the financial sector across Lake Geneva.

DFM Firm Sparrows Capital Expands Business Development Team

We have bolstered the business development team over the last few months

Richard Pease joins Rockwood Strategic's advisory group

Well-known European equity fund manager Richard Pease has joined Rockwood Strategic's investment advisory group, where he will generate investment ideas and provide advice.

Crux founder Richard Pease joins Rockwood Asset Management

Pease founded the European equities team and launched and managed the top performing flagship funds for both Jupiter Asset Management in the 1990s and New Star Asset Management in the 2000s.

David Ferguson steps up as Seccl eyes major growth phase

Ferguson will continue as acting CEO until the new appointment is in place and approved by the regulator.

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