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

Oliver Bourke appointed Chair of CISI Accredited Financial Planning Firm™ steering committee

Oliver Bourke is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Fellow of the CISI

Aberdeen Adviser appoints Max Rothery as chief marketing officer

Rothery said he was excited to join at a key moment for the business.

Brooks Macdonald strengthens its presence in Scotland with the appointments of Stephen Martin, Alan Riddell, and Vicky Drysdale

They will join Brooks Macdonald on 1 July 2025.

Daniel Gentsch appointed Chairman of EY Switzerland

The long-standing partner of EY will take over his new role on April 1, 2025

CCLA makes appointments to investment & client relationship teams

John McDougall and Eoghan Reid joined CCLA’s equities investment team as Global Equity Analysts.

7IM investment veteran leaves after 15 years

Investment manager Stephen Penfold departs the Ontario Pension Scheme-owned wealth business.

Titanbay adds wealth management heavyweight to board

He has also held senior roles at Barclays Wealth, Fortis Investments, and Prudential M&G.

Oberon hires former Cazenove Capital marketing boss

Edward Osborne-Fardon becomes head of marketing at Oberon as the boutique aims to challenge the industry’s leading wealth brands.

Artemis appoints Teun Johnston as CEO

He will succeed senior partner Mark Murray, who is retiring at the end of June after nearly a decade at the helm and 28 years with the firm.

Evelyn Partners strengthens wealth management teams in the North with three new hires

Appointments across financial planning and investment management drive growth of ‘dual expert’ proposition

Ex-Julius Baer fund offering head takes analyst role at foundation

Patrick Roefs spent 16 years at Julius Baer before leaving last month.

Bank of England appoints new Chief Operating Officer and Chief Cashier

The Bank of England has appointed Sarah John, the Bank’s current Chief Cashier as its new Chief Operating Officer.

Langham Hall promotes four to partner

Langham Hall now has 14 partners globally, each directly leading expert teams and ensuring senior-led client service, technical precision and deep market insight across private equity, real estate, infrastructure and debt.

Citi appoints Head of Investor Services

He was also the former Head of Global Data, Digitalisation and Special Projects for Securities Services.

Bunch appoints Director of Sales & Business Development

German fintech strengthens its private equity footprint

SJP hires ex-Aberdeen marketing boss Rob Sanders as chief client officer

CEO Mark FitzPatrick continues to overhaul the wealth manager’s leadership team a year after taking the helm

Cazenove Capital appoints new Portfolio Director for charities team

With almost 20 years of investment experience, Hugo brings valuable expertise to this role.

Lucerne real estate asset manager announces deputy CEO

Philippe Kaufmann becomes deputy CEO of real estate and investment manager Greenbrix Asset Management.

JP Morgan recruits latest private banking duo in Switzerland

Fabien Paturaud and Johanne Arnould are the most recent of a series of hires at the global bank’s Swiss offices.

Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities

They join the firm from boutique Hannam & Partners and will report to Max Lami, CEO of Oppenheimer European business.

1
2
3
…
35
36
37
38
39
40
41
42
43
44
45
…
1080
1081
1082

Executive Moves