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

Leonard Curtis appoints Colin Mills as first director of data

The appointment comes as the firm also welcomes Chetan Chudasama as enterprise applications manager, and Arvin Charchi as information security manager, who will both play an important role in supporting technology adoption across the business.

Baker Tilly Mooney Moore appoints Sarah Gibson

In her new role, Sarah will support clients across a wide range of sectors, helping to deliver accurate, efficient payroll services while ensuring compliance with the latest legislative and regulatory requirements.

Shoosmiths strengthens Banking & Finance practice with partner hire

He brings experience advising on cross-border financing transactions, receivables financing and other forms of asset-based lending, with particular expertise across complex upper mid-market transactions.

EQ Retirement Solutions Appoints Will Pritchett As Chief Executive Officer

Pensions and Transformation Veteran to Lead EQRS In Its Next Phase of Growth; Duncan Watson to Join EQRS Board Following Nearly Eight-Year Tenure as CEO

Bantleon expands its sales in Switzerland

Bernhard Utiger has more than 25 years of professional experience in asset management.

Martin Brown to retire from Continuum after 30-year advice career

Brown is set to continue to support the firm through a transition period until the end of the year.

Succession appoints Hogarth to lead advice offering

Succession Wealth is a major UK financial planning firm acquired by Aviva in 2022.

Ensor and Uthayakumar to join Jupiter from Liontrust

The two managers will continue to manage their three small and micro cap funds “for the foreseeable future”

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,

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