Schroders WM appoints head of wealth advisory for Europe and the Middle East

Detailed summary

Wealth management is expanding its advisory offering for wealthy private clients and families. Hélène Castro will take over the newly created role, based in Geneva.

Wealth management is expanding its advisory offering for wealthy private clients and families. Hélène Castro will take over the newly created role, based in Geneva.

Schroders Wealth Management has appointed Hélène Castro as Head of Wealth Advisory for Europe and the Middle East. In the newly created role, based in Geneva, she will further strengthen the company's global advisory offering for high-net-worth individuals and families in the region.

Castro will advise high-net-worth and ultra-high-net-worth clients on complex wealth matters. These include succession planning and intergenerational wealth transfer, family governance, philanthropy, as well as cross-border estate planning and issues related to international relocations. She will work closely with client advisers, investment specialists and the clients' external legal and tax advisers.

Castro has extensive international experience advising wealthy private clients. Most recently, she worked as a Senior Wealth Planner at Edmond de Rothschild. There, she advised on international tax and succession planning, trusts and holding structures, philanthropy, and the governance of family businesses, among other areas.

Previously, she worked as a partner and counsel in the private client practices of Lenz & Staehelin in Geneva and Burges Salmon in the UK. She is admitted as a solicitor in England and Wales and is a member of the Society of Trust and Estate Practitioners (TEP). She also holds certifications in Swiss financial planning and in the areas of family businesses and family governance.

"Families in Europe and the Middle East are increasingly facing complex wealth issues that often involve multiple generations and countries," said Alexander Pronk, CEO Europe & Middle East at Schroders Wealth Management. Combining regional specialist expertise with the company's international capabilities enables more coordinated and holistic advice.

The appointment is part of the expansion of Schroders Wealth Management's global…

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