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

PIMFA appoints Dan Boardman-Weston, CEO of BRI Wealth Management (BRI) as a new member of the PIMFA Board

Dan was appointed CEO of BRI, an independently owned wealth management firm based in the Midlands, in 2022.

Jupiter Fund Management : Asset Management hires highly successful UK small cap equity team

George and Mayan have worked together for over 10 years, leading and managing a highly successful UK small and micro equities capability.

Vicki MacLeod joins Hampden Bank as board advisor

She provides strategic and regulatory support and challenge as a trusted interlocutor between board and management, and helps lead change on technology transformation and the product development, data and price-optimisation agenda.

Deloitte appoints Maeve Lochrie as Partner to strengthen private wealth offering

Appointment enhances Deloitte’s capabilities for entrepreneurs, entrepreneurial families and family offices

Edmond de Rothschild AM hires strategist for Private Assets

She will also coordinate the introduction of new investment strategies and, together with the investment, sales, marketing, and product teams, define the platform's priorities.

Deloitte Romania expands its management team by promoting three professionals in financial advisory, audit and assurance and cybersecurity to the role of director

Developing future leaders is a strategic priority for our organization, and recognizing outstanding contributions is a key part of how we support this journey.

Fidelity European Trust portfolio manager Sam Morse to retire

In 1997 Mr Morse joined M&G as head of UK equities, where he ran a number of retail UK equity funds including the M&G UK Growth Fund.

Multiple senior UBS Wealth directors jump to rival wealth manager

Five senior investment specialists at UBS Wealth, including its head of global wealth management and head of investment consulting, have jumped to join a rival wealth manager.

Lazard Names Grégoire Heuzé Managing Director - Altamoda Joins Lazard

Grégoire Heuzé has been appointed Managing Director at Lazard in Paris, and all Altamoda's team will join Lazard.

ZKB recruits new Head of Marketing and Communications from LGT

He succeeds Jan-Hendrik Völker-Albert , who left the bank at the end of June.

L&G hires new tech chief Jamie Ovenden from Schroders

Jamie Ovenden will lead a newly unified tech, data, and AI division as part of CEO António Simões’ ongoing strategy to streamline operations and reduce structural complexity, while COO Katie Worgan prepares to exit.

Pascal Botteron named CEO of ARYA Banque Privée in Geneva

Pascal Botteron becomes CEO of ARYA Banque Privée, the rebranded Geneva bank, after leading investments at Cité Gestion.

Beagle Street boosts distribution division with strategic hires

She has previously held positions at Vitality, AIG Life and LifeSearch.

Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management

In the interim, Daniel Cazeaux, Group Chief Financial Officer, has been appointed to the role.

KPMG Switzerland appoints new heads for Financial Services and Advisory

Nicolas Moser will be responsible for Financial Services, while Timo Knak will head Advisory.

Verium brings in former Goldman Sachs Switzerland head as partner

Dominique Wohnlich was appointed as a new partner at Verium effective September.

Crédit Agricole CIB appoints Dominique Blanchard as Deputy Chief Executive Officer in charge of market activities

Dominique Blanchard is appointed Deputy Chief Executive Officer in charge of market activities, effective September 1, 2026.

KPMG UK/Swiss Group appoints Vicki Heard as new Group Managing Partner

Alan Turner takes over as new Group Head of Tax and Legal Services.

Aviva Investors names new addition to real estate investment team

Former CBRE Investment Management portfolio manager joins the firm

The Federal Council elects Christoph Ammann as the new President of the Governing Board of the Swiss National Bank

Marc Mächler is appointed Vice President of the Bank Council

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