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

Timeline appoints new business heads in sales restructure

Kate Phillips and Will Church have been promoted to head of sales roles to fill the gap left by the departure of strategic partners head Mark Hopcroft.

The Openwork Partnership appoints former Aviva wealth boss as new CEO

The Openwork Partnership is one of the UK’s largest financial services networks with over 4,750 advisers.

BCN asset management chief exits for insurance group

He has consistently held a Citywire rating since the start of 2022.

Canaccord bespoke investment manager departs for W1M

Thulasi Muraleetharan has left Canaccord Wealth after three years in the bespoke investment team.

SEI Investments (Europe) Limited Makes Two Key Board Appointments

Diane Seymour-Williams Appointed as Board Chair, David Lawton Joins as Independent Non-Executive Director

Sarasin & Partners appoint new head of private clients

He is responsible for managing portfolios for a wide range of UK and international private clients and charities, including several of the firm’s largest relationships.

Scottish Housing Regulator names new chair

Garry Coutts has been named as chair of the board of the Scottish Housing Regulator.

Michael Bächtiger new head of the Ausserschwyz region of the Schwyzer Kantonalbank

He began his professional career with a banking apprenticeship, which he has since continually expanded with his expertise in various management positions.

Van Lanschot Kempen Investment Management announces UK leadership transition

The company has begun a process to appoint a permanent successor to André, with the aim of further establishing the business as the ‘preferred provider’ brand in the UK market.

Rothschild & Co exec becomes chair of freshly bought firm

Tenalis, which specialises in succession planning among other services, has updated its board of directors, with Andreas Feller serving as chair.

Scottish Widows appoints Quilter’s Jenny Davidson as intermediary wealth director

She joins Scottish Widows from Quilter, where she has been proposition and commercial director since June 2022.

Fifth director resigns from PFS board this year

He was appointed to the PFS board last year on 30 September.

Marex appoints Emea global capital introduction team

He joins from Andromeda Capital Management, where he was a partner in the business development team.

Oberon Strengthens Investment team with Appointment of Former Odey Asset Management CEO

Peter is joined by his former Odey colleague, Jake Bambridge, who takes on the role of Funds Operations Manager.

Independent asset manager hires ex-Mirabaud investment chief

Serenis was founded in 1995 and is based in Geneva.

Billionaire Family’s Ex-Goldman Banker Adds to UK Wealth Exits

The 45-year-old previously lived in the UK for at least three years as he helped build up the firm, which oversees assets for a billionaire Saudi family and is focused on private market investments.

Ex-Coutts alts specialist resurfaces at Railpen

Richard Woodrow has moved to the £34bn pension scheme which has nearly 16% allocated to private markets.

Triodos Bank appoints new CTO and CIO

The Dutch bank has appointed former ABN Amro exec Suzanne Schilder as chief transformation officer, and promoted Barbara van Duijn to chief information officer.

Cazenove director departs for JP Morgan exec role

Portfolio director Emily Peterson departs the firm after 15 years.

Citigroup names new co-head of mergers and acquisitions from JPMorgan

Guillermo Baygual will work alongside Drago Rajkovic, another ex-JPMorgan executive who joined Citigroup in June, an internal memo said.

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