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

Trident Trust Board Appointment News

Donna Shorto and Mark Vickers have been appointed with effect from January 2026, further strengthening the company’s leadership team and supporting its long-term strategic development.

Zwei Wealth names second partner this month

Zerrin Aktuna is the latest to join Zwei Wealth as partner and as a wealth officer.

Rathbones Group hires replacement as co-CIOs depart

Co-CIOs Edward Smith and Liz Savage leave wealth business in May

SJP hires investment product director

Rio Stedford will focus on product opportunities and the next phase of growth for SJP’s investment team

Christian Hunziker is taking early retirement for urgent personal reasons.

Since joining swissICT, Christian Hunziker has further developed the association and launched several new services.

wealthAPI Appoints Nicola Breyer as Open Finance Expert to Advisory Board

In her role as Open Finance Expert, she will support wealthAPI in its aligning strategically with FiDA.

Sparrows Capital appoints investment analyst

Prior to this, Cohen was a Paraplanner at Lubbock Fine Wealth Management.

Appointment of Peter Burrill as interim Group Chief Financial Officer

Standard Chartered PLC announces replacement of Diego De Giorgi

British Business Bank appoints growth equity specialist as Managing Director of Direct Equity

The British Business Bank, the UK’s economic development bank, has appointed Charlotte Lawrence as Managing Director of Direct Equity.

Former city minister appointed to Open Banking board

John Glen has held a number of prominent roles in the Treasury under the previous Conservative government

Zurich Group: Group Chief People Officer resigns

Group Chief People Officer Jolanda Grob will leave the Swiss insurer at the end of this month.

Marcuard Heritage Strengthens Board with AI Expert

With the appointment of Steiger-Gablinger, Marcuard Heritage underscores its ambition to integrate technological innovation in a targeted

Hoxton Wealth recruit CFO and global head of tax

He has previously worked as group CEO of wealth management firm Hurst Point Group and chief transformation officer at Police Mutual Group.

Private bank chief to retire from VP Bank

The group is looking to replace seasoned banking manager Martin Engler, who steps down in 2027.

Lloyds Banking Group names London ambassador

It has incredible businesses and communities, and as someone who is proud to be from West London, taking on this role is a special opportunity.

Integritas Wealth Partners announces three new appointments

People are at the heart of everything we do at Integritas.

Dan Marsh appointed CEO at Octopus Money

Dan previously served as Chief Strategy Officer at Octopus Money.

Close Brothers Property Finance appoints Shon Pallickaleth as business development director

In his new role, Pallickaleth will focus on growing Close Brothers Property Finance’s presence in the Midlands, South West and Wales

LGT Private Bank onboards new managing directors

Edgard Vilela and Daniel Narath join after spells at Itaú Private Bank and Edmond de Rothschild respectively.

L&G appoints Lucy Blanchard-Burton as Head of Mastertrust and IGC

Blanchard-Burton will oversee UK’s largest commercial master trust.

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