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

JP Morgan Private Bank hires UBS desk head in Zurich

Loyan Osman, who worked in a number of roles at the Swiss bank, will be joined by another new hire, an investment counsellor from Citi.

Schroders Personal Wealth appoints Martin Andrew to its board

Andrew, has over 25 years’ experience in the asset and wealth management industry and, most notably, spent 14 years as the CEO of Close Brothers Asset Management

DWS Switzerland CEO Björn Jesch exits

Jesch, who was also global chief investment officer at DWS, previously worked for Credit Suisse.

Vontobel names markets index investment solutions head

Wai Leong Gan succeeds Samuel Suter, who has relocated to Zurich for a new role.

Pablo Hernández de Cos announced as next BIS General Manager, effective 1 July 2025

He will take over the position of BIS General Manager from Agustín Carstens whose term concludes at the end of June 2025.

Edmond de Rothschild. New CSR Director comes from Lombard Odier

She will work at the Geneva office and report to Chief Sustainability Officer Nathalie Wallace

Copia managing director exits DFM

Robert Vaudry is to be replaced by Joanne Benson at the Wealthtime-owned business.

Schroders announces new Group Executive Committee

It comes as Richard Oldfield officially becomes Group Chief Executive, succeeding Peter Harrison who has led the business over the last eight years.

Helvetia hands top decile equity funds to new manager

Philipp Eble joined in July, following a stint as a portfolio manager for a German insurance group.

Quilter Cheviot hires Maurizio Carulli for equity research team

He joins the business from Carbon Tracker, an independent financial think tank that analyses the impact of fossil fuels, climate change and the energy transition on capital markets.

Royal London Asset Management appoints Phil Reid as Head of Sales to accelerate growth

Reporting into Chief Client Officer, Ed Venner, Phil will oversee both wholesale and institutional sales in this newly created role.

Morgan Stanley co-head appointed CEO of PGIM

Jacques Chappuis’ expertise in acquisitions made him the prime candidate to lead PGIM’s growth

Royal London Asset Management expands Equity Team

All three, who combined have nearly 40 years’ industry experience, join with immediate effect.

Julius Baer names new head of private markets investments

Viktoras Vatinas joins the private bank from Baloise Asset Management.

Citi HNW head Penny Lovell exits UK post

Lovell leaves less than two-and-a-half years after joining from Sanlam Private Wealth.

Fifth Third Private Bank Named Global Private Banking Award Winner, Honored as Best for Customer Service

The recognition was part of the 2024 Global Private Banking Awards.

Seccl welcomes Prerna Goel as chief operating officer

Goel will be responsible for leading Seccl’s operations, finance, CASS, legal and cross-functional delivery teams.

James Rainbow to leave Schroders as Phil Middleton takes over as UK head

Middleton has spent the last four years working in the US

Prudential confirms 2024 guidance; Phoenix Group hires former CFO

Prudential said it remains on track for its expected 2024 net business profit growth of 9% to 13% at constant exchange rates.

Schroders appoints Phil Middleton as Head of UK

Phil has an excellent track record of working in the UK market, having spent most of his career based in London.

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