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

AJ Bell makes former Financial Planner head of technical

She joined AJ Bell in 2014 from wealth management firm Brunel Capital Partners where she worked with private clients and small businesses as a Financial Planner.

True Potential partners with Origo to deliver richer, automated valuation data across its adviser back-office

This connection reinforces True Potential's commitment to investing in technology that helps advisers operate more efficiently and deliver better client outcomes.

Citigroup poaches Charlet from Morgan Stanley to head French arm

Citigroup Recruits Jean-Baptiste Charlet from Morgan Stanley to Lead French Arm

CCLA’s Pennefather named as VP of Wealth at Insignis

Pennefather joins after a four-year career as head of intermediary sales and strategic relationships at CCLA

GAM global equity fund manager exits

Portfolio manager Duncan Bulgin has left to pursue another role, with GAM Investments in the process of hiring a replacement to work alongside lead manager Paul Markham.

Robeco underlines its growth ambitions with new hires

He joins Robeco from UBS, where he worked for nine years.

Columbia Threadneedle boosts London investment team

Ciara Fitzgerald has joined the firm as an investment grade credit portfolio manager and will be part of the investment grade credit portfolio management team

FNZ appoints Stephen Welch as Group Chair

Stephen brings decades of experience working with the boards and leadership teams of regulated financial services businesses, with a track record of driving growth, operational improvement and strategic transformation.

ING Germany is looking for a new CEO – by mistake.

The only problem is, the position is already filled – and the bank isn't actually looking for a new CEO.

Tufton appoints head of investor relations

He brings over 15 years’ international experience across investor relations and capital markets with a principal focus on the shipping, mining, and energy sectors.

Jayne Opperman to leave Lloyds following restructure

Opperman will remain with the bank until the end of 2026 to support the transition.

Equiom appoints Rogers and Carey

The firm says that the appointments have further strengthened its senior leadership in Guernsey and supports the continued development of its services.

Equiom expands Guernsey leadership team across Private Wealth and Corporate Services

They also reinforce Equiom’s regional strength across the Crown Dependencies,

TKB management team newly includes Francesca Keller

Most recently, Francesca Keller managed the TKB branch in Frauenfeld for two and a half years.

Lombard Odier Strengthens Turkey Business with UBS Private Banker

The Geneva-based private bank Lombard Odier is strengthening its Turkey business by hiring a private banker from UBS.

Fairstone Ireland, Owner of AskPaul.Ie, appoints Ian Brady as CEO

The appointment, which is subject to regulatory approval, marks a significant milestone in the company’s growth strategy.

Five Wealth appoints co-founder Steve Jordan as CEO

The firm specialises in supporting business owners, entrepreneurs and high-net-worth individuals with financial planning and investment management, helping clients realise their ambitions through every stage of life.

Fasanara hires former Man Group executive to lead AI Lab

At Fasanara, he will oversee a multidisciplinary team developing in-house AI systems to boost investment performance.

Worldwide Healthcare Trust manager steps down

Sven Borho has been replaced

LGT Wealth Management strengthens Leeds team with senior appointment

Prior to this, he held wealth management and private banking roles at Coutts and Lloyds Bank Private Banking, advising high-net-worth individuals on their banking and investment needs.

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