Managers of Wealth

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.

Citizens Financial Group Names Aunoy Banerjee of Barclays as Chief Financial Officer

He will serve on the company’s Executive Committee and report to Chairman and CEO Bruce Van Saun.

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.

Helvetica Property Investors Announces CEO Succession Effective November 1, 2025

The Board of Directors would like to thank him for his valuable contribution.

LGT Crestone scales alts capabilities with senior appointment

Over his 15 years of experience in financial services, he also held investment roles at Prudential International Assurance

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.

Former 40 Under 40 selector resurfaces at Zurich private bank

Bruno Berther, the previous deputy head of the investment centre at Zuger Kantonalbank, will manage multi-asset portfolios.

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.

BCN asset management chief exits for insurance group

Victor Vogt spent over two decades at Banque Cantonale Neuchâteloise and founded its asset management department in 2015.

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.

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.

CEO Anton Stadelmann leaves radicant holding ag

Until further notice, Anton Stadelmann will continue to perform his duties for radicant in full.

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.

Cazenove director departs for JP Morgan exec role

Portfolio director Emily Peterson departs the firm after 15 years.

Lisa Castro Joins Family Office Resource Group as President of Family Office Services Amid Broader Leadership Expansion

This next phase of leadership signals a new era for the firm

Executive Moves