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

Sionic Appoints ex KPMG Director Scott Lee

He joins Sionic from his former role as Investment Management Director in the Wealth & Asset Management Practice at accountancy firm KPMG.

BDO expands Dutch management consultancy wing

Names that shine on the firm’s client roster include Aegon, Dijklander Hospital, Mammoet, Ricoh, Spie, TenCate, Van Lanschot and Xella.

Former CEO of Deutsche Bank Italia to chair new alternative funds group

The new Group will be led by Mirko Briozzo as CEO of the parent company Gardant, and by Guido Lombardo as CEO of Gardant Investors.

ZEDRA appoints Business Development Director

Joe McBurney’s appointment comes as ZEDRA anticipates triple digit revenue growth in 2021 and plans to capitalise on the UK’s growing levels of wealth.

Hymans Robertson announces new Head of GAP

With nine years’ experience in the financial services industry, Susan joins from NatWest Group

Hymans Robertson appoints new Head of Corporate DB Endgame Strategy

Leonard has vast experience advising companies on designing, implementing and managing strategies to see their DB schemes

Mott MacDonald names John Crack head of major projects

Crack joins Mott MacDonald having spent 20 years with the Canary Wharf Group in London.

Sanlam Wealth CEO departs

White will be will be replaced by Jonathan Polin.

Barclays appoints Co-Head of M&A EMEA

Derek Shakespeare is appointed Chairman of UK M&A.

AIC appoints Chief Executive

After a short handover period, Ian Sayers, the AIC’s current Chief Executive will step down in October.

IQ-EQ announces Guernsey promotions

11 internal promotions in its Guernsey business

Union Investment appoints Head of Institutional clients

Harald Rieger will take over responsibility for the Union Investment Group’s business with institutional clients from August 2022 at the latest.

Oakbridge Funds appoints Head of Compliance

In his new position, White will fulfil the role of Head of Compliance for Oakbridge Funds and The ED Group.

Fidelity appoints Global Head of Workplace Investing Distribution

Alongside her expertise in asset management, Segal is an accomplished public speaker providing audiences with insights and practical techniques to motivate, build resilience and improve workplace culture.

Natixis Investment Managers announce senior appointments

Joseph Pinto and Christophe Lanne will both continue to report to Tim Ryan, member of Natixis’ senior management committee and global CEO of Asset and Wealth Management within Groupe BPCE’s Global Financial Services division.

AHR Private Clients bolsters senior team

The development of the senior management team will also position the business favourably in its ambitions to expand to a team of 50 advisers managing circa £2bn AUM, within three years of launch.

Moore Kingston Smith announces latest director promotion

David joined Moore Kingston Smith Financial Advisors from a London based practice where he was head of the wealth management team, overseeing over £100m of client assets.

New directors at PwC Malta

The appointments will ensure we remain in the very best position to service new and existing clients, which is particularly important as many businesses try to recover from what has been a very challenging 18 months.

Kingswood Chairman and CFO Both to Leave

The London-listed company said that Jon Millam has been appointed as the new CFO, effective from Aug. 1.

Tilney taps family office for two hires

In her new role, Harper will work with investment managers on more complex mandates including those reporting in currencies other than sterling.

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