People Moves

Who’s Moving Where In Wealth Management? – Aberdeen Investments, Lulworth Investment Partners, Others

Editorial Staff 1 May 2026

Who’s Moving Where In Wealth Management? – Aberdeen Investments, Lulworth Investment Partners, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.

Aberdeen Investments
Aberdeen Investments has appointed Marianne Zangerl (pictured) as global head of multi asset and alternative investment solutions. She succeeds Darren Wolf, who is leaving to pursue new opportunities after 14 years with the business.

Zangerl, who is London based, will report to Peter Branner, chief investment officer. She will be supported by an “exceptional” multi-asset and alternative investment solutions leadership team and portfolio managers, including Nalaka De Silva, Katie Trowsdale, Christopher Carlton and Max Macmillan, the firm said in a statement.

Zangerl has served in senior roles at Aberdeen Investments for over 10 years, most recently as deputy global head of fixed income, where she was involved with illiquid fixed income, sustainability and business development.

“Marianne’s career at Aberdeen shows how exceptional, home?grown talent can thrive. A proven leader and money manager, she brings deep relevant experience to the multi asset and alternatives team, alongside a strong commercial focus and sustainable finance expertise” Peter Branner, CIO, Aberdeen Investments, said.

“I would also like to thank Darren for his contribution to the multi asset and alternatives team over the past decade, and more recently, his stewardship of the team. Darren’s leadership has established greater accountability across teams, reflected in the continued strong performance of our £40 billion [$54.39 dollar] Multi-Asset & Alternatives franchise,” Branner added.

In addition to Marianne’s appointment, Mark Meiklejon is joining Aberdeen Investments from Aviva, as senior investment director, private market solutions. Based in Edinburgh, he will work across a range of private market solutions, including the Global Private Markets Fund in this newly-created role.

Lulworth Investment Partners
Newly-launched Lulworth Investment Partners has appointed two board members: Jane Tufnell as chair and Phil Morris as non-executive director. The board appointments represent a significant milestone for Lulworth, bringing decades of industry experience from some of the UK’s most respected investment businesses, the firm said in a statement.

In addition to founder, Harry Sevier, Tufnell, chair, who was one of Ruffer’s co-founders, has more than three decades of senior investment and board-level experience. After County Natwest and Rathbones, Tufnell co-founded Ruffer LLP alongside Jonathan Ruffer and Earl Ferrers. More recently she has been on the board of the Schroders Global Innovation Trust, ICG Enterprise Trust and Aberforth Geared Value & Income Trust.

Morris, as non-executive director, has held a variety of leadership and investment positions over a 30-year career. He was previously a partner at Ruffer LLP for 17 years, where he chaired the firm’s portfolio construction committee and managed investments for families and funds. Prior to this, Morris was the chief investment officer at Barclays Private Bank.

Ross McPhail, CFA, joined Lulworth in October 2025 as an executive director, managing the firm's operations and compliance function. Prior to Lulworth, he was an executive director at multi-family office Hundle & Partners, before which he held positions at Ruffer LLP and Adam & Company. In addition to holding CISI qualifications in compliance and financial crime, Ross is a trained financial analyst and CFA Charterholder.

Lulworth was founded and soft-launched by Sevier at the end of 2024 having spent over 15 years at Ruffer LLP, where he was a partner and investment director. Sevier started Lulworth with the objective of creating a modern discretionary investment firm, that is unconstrained by legacy structures, assumptions or scale. His aim was to "combine personalised client service with a thoughtful investment proposition focused on growth of clients’ capital in real terms, throughout the economic cycle," the firm added.

Maurice Turnor Gardner
London-based Maurice Turnor Gardner, a private client law firm, has appointed Paul Whitehead (pictured below) as senior partner with immediate effect. He will succeed Clare Maurice, one of the firm’s founding partners.

Paul Whitehead

Whitehead, who is a prominent UK private client lawyer, with more than 30 years’ experience advising high net worth UK and international families, has a reputation for technical expertise, judgment and long-standing client relationships. He has played a significant role in the firm’s development and success since he joined in 2020, MTG said in a statement.

Emma-Jane Weider will continue in her role as managing partner, working alongside Turnor Gardner. Maurice will continue to be actively involved in the firm as a partner, maintaining a number of key client relationships and supporting business development initiatives.

“Paul is an outstanding lawyer with a superb reputation in the private client market and brings exceptional experience and judgement to the role,” Weider said. “I am very much looking forward to working with him as senior partner.”

Alumia
Alumia, a MiFID-regulated investment advisory and fund distribution firm, and Universal Investment, a prominent European fund service platform and a strategic shareholder in Alumia, have appointed Jeremy Albrecht (pictured below) as a member of Alumia’s board of managers. This appointment has been approved by the Commission de Surveillance du Secteur Financier (CSSF).

Jeremy Albrecht

Albrecht, CEO and country head of Universal-Investment Luxembourg and UI efa SA, is an industry leader with over 20 years of experience in financial services. His presence in Luxembourg will facilitate direct access and foster stronger collaboration between the two organisations, the firms said in a statement.

Albrecht’s appointment from Universal Investment's senior leadership underscores a commitment to Alumia’s future and signals a renewed focus on collaborative efforts – especially with the UI efa SA team and the broader Universal Investment group – to explore new opportunities and enhance the firms’ partnership, the business said.

With a background in asset servicing, client management, and regulatory affairs, Albrecht will make a significant contribution to Alumia's governance framework, it said.

“We are confident that Jeremy’s presence in Luxembourg and involvement will significantly contribute to Alumia’s strategic initiatives, fostering a more integrated and dynamic collaboration with Universal Investment and ultimately benefiting our clients and stakeholders,” David Saab, CEO of Alumia, said.

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