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Moves & Appointments

 BlueBay adds two to high yield team

BlueBay adds two to high yield team

Thu, 11/02/2016 - 09:24

Fixed income manager BlueBay Asset Management has hired Jean-Yves Guibert and Marc Kemp into the firm’s Global Leveraged Finance team. »

Ascot Lloyd appoints Stuart Dyer as a non-executive director

Ascot Lloyd appoints Stuart Dyer as a non-executive director

Wed, 10/02/2016 - 16:44

Ascot Lloyd, the national Independent Financial Adviser (IFA) firm specialising in financial planning, wealth management and corporate benefit solutions, has appointed Stuart Dyer as a non-executive director. »

Rich Ricci joins freemarketFX as chairman

Rich Ricci joins freemarketFX as chairman

Wed, 10/02/2016 - 16:38

freemarketFX, the London based currency exchange has appointed of Rich Ricci as Chairman. »

Reynders, McVeigh Capital Management hires Lisa Chioffi as a Senior Portfolio Manager

Reynders, McVeigh Capital Management hires Lisa Chioffi as a Senior Portfolio Manager

Wed, 10/02/2016 - 09:23

Reynders, McVeigh Capital Management, a socially progressive investment management firm, has appointed Lisa Chioffi, CFA as a Senior Portfolio Manager. »

US Capital Advisors hires three from Amegy Bank Investment Management

US Capital Advisors hires three from Amegy Bank Investment Management

Wed, 10/02/2016 - 09:22

US Capital Advisors (USCA) has appointed Joseph Klein, Stephen Hines, and Doug Masterson to the firm’s Wealth Management Division as Managing Directors in its Houston office.  »

Handshake

Gurtin Fixed Income promotes Thomas Schuette to Partner, Co-Head of Portfolio Management

Tue, 09/02/2016 - 10:59

Gurtin Fixed Income Management,, an SEC-registered investment advisor managing over USD10 billion in assets as of January 2016, has promoted Thomas Schuette to Partner and Co-Head of Portfolio Management, enabling closer integration of credit research and portfolio management. »

Charles Stanley strengthens intermediary support with sales hires

Charles Stanley strengthens intermediary support with sales hires

Mon, 08/02/2016 - 09:34

Wealth manager Charles Stanley has appointed Vicky Casebourne and Elizabeth Feltwell as Intermediary Sales Managers.  »

Michael E Hogan joins Wellesley Investment Advisors as a Vice President of Wealth Management

Michael E Hogan joins Wellesley Investment Advisors as a Vice President of Wealth Management

Fri, 05/02/2016 - 10:27

Michael E Hogan has joined Wellesley Investment Advisors as a Vice President of Wealth Management in their Private Client Group. »

Janney adds three fixed income professionals

Janney adds three fixed income professionals

Fri, 05/02/2016 - 10:18

Janney Montgomery Scott announced has added three fixed income professionals – Brendan Fry, Chris Quinn, and Harry Tucker – to its team. »

SLI makes Stirling appointment

SLI makes Stirling appointment

Thu, 04/02/2016 - 15:26

Standard Life Investments (SLI) has appointed Euan Stirling to the new role of Head of Stewardship and ESG Investment.  »

First Names Group appoints Head of Asia

First Names Group appoints Head of Asia

Thu, 04/02/2016 - 10:24

First Names Group is delighted to announce it has appointed Jean Pierre (JP) Koolmees (pictured) as Head of its Asian operations. This key hire marks a significant milestone for the business, as it looks to build its presence throughout Asia. The appointment is effective immediately.  »

LoCorr Fund Management names Ann Senne as COO

LoCorr Fund Management names Ann Senne as COO

Wed, 03/02/2016 - 10:19

LoCorr Funds has appointed Ann Senne as Chief Operating Officer as of 1 February, 2016. »

BCRS Associates members join EY Private Client Services

BCRS Associates members join EY Private Client Services

Wed, 03/02/2016 - 10:12

Members of BCRS Associates (BCRS), including co-founders John Cook and Joe Bulger, are now a part of the Ernst & Young (EY) Private Client Services (PCS) tax practice and aligned within the firm's Financial Services Organisation. »

First Names Group appoints CFO

First Names Group appoints CFO

Tue, 02/02/2016 - 17:14

First Names Group has appointed Eric Fady (pictured) as Chief Financial Officer (CFO) with immediate effect. »

Third Financial doubles office capacity

Third Financial doubles office capacity

Tue, 02/02/2016 - 17:09

Following a year of substantial growth, Third Financial has moved both its London and Halesowen-based teams into larger, newly renovated offices. »

Cornerstone makes four new appointments

Cornerstone makes four new appointments

Tue, 02/02/2016 - 17:00

Full-service independent financial advisory firms, Cornerstone Asset Management has made four key appointments in the firm’s  Edinburgh office. »

 Capital Group adds to European investment specialist team

Capital Group adds to European investment specialist team

Tue, 02/02/2016 - 16:59

Investment management company Capital Group has appointed Christophe Braun (pictured) as an investment specialist. »

UBS Wealth Management appoints Pande as head of trading strategies

UBS Wealth Management appoints Pande as head of trading strategies

Mon, 01/02/2016 - 16:32

UBS Wealth Management has appointed Vinay Pande (pictured) to the newly created role of Managing Director and Head of Trading Strategies in its Chief Investment Office (CIO), effective 1 February, 2016.
  »

Standard Life Wealth appoints new Charities Specialist

Standard Life Wealth appoints new Charities Specialist

Mon, 01/02/2016 - 16:30

Standard Life Wealth, the discretionary fund manager, has announced the appointment of Julie Hutchison as Charities Specialist. Hutchison, who reports to Patrick Trueman, Head of Charities, joins from Standard Life where she was Consumer Finance Expert. »

JP Morgan Private Bank names Diana Robinson Head of Equities for EMEA

JP Morgan Private Bank names Diana Robinson Head of Equities for EMEA

Mon, 01/02/2016 - 16:28

JP Morgan Private Bank today has appointed Diana Robinson as Head of Equities for Europe, Middle East and Africa (EMEA). »

Hargreave Hale’s Worcester team expands

Hargreave Hale’s Worcester team expands

Mon, 01/02/2016 - 16:25

Hargreave Hale’s Worcester office is celebrating its first anniversary at premises in the area’s Waterside district, following a move from its previous edge of city location. »

Charles Stanley appoints Batstone-Carr as Chief Global Economist

Charles Stanley appoints Batstone-Carr as Chief Global Economist

Mon, 01/02/2016 - 16:22

Wealth manager Charles Stanley has appointed Jeremy Batstone-Carr (pictured) as Chief Global Economist to further develop its international economic research capacity. »

Advisor Partners names Vikas Oswal CEO and CIO

Advisor Partners names Vikas Oswal CEO and CIO

Mon, 01/02/2016 - 09:35

Advisor Partners has appointed Vikas Oswal (pictured), CFA, as the firm’s new CEO and Chief Investment Officer (CIO). »

City National hires Brandon Williams to lead private client services in New York

City National hires Brandon Williams to lead private client services in New York

Fri, 29/01/2016 - 16:09

City National Bank has appointed Brandon Williams (pictured) to lead and expand the firm’s Private Client Services in New York.  »

Nick Fitzgerald

Brewin Dolphin opens Cambridge office

Fri, 29/01/2016 - 10:23

Discretionary wealth manager Brewin Dolphin is opening a new office in Cambridge to cater for the growing number of people in the area seeking financial planning and investment advice. »

Boston Private Wealth makes strategic hires

Boston Private Wealth makes strategic hires

Fri, 29/01/2016 - 09:17

Boston Private Wealth has hired executives from two wealth advisory firms – Filigree Advisors and Mikus Capital Management – which extend its wealth management presence in California and Florida, markets that the firm has targeted as part of its ongoing growth strategy. »

Hargreave Hale adds investment manager to London office

Hargreave Hale adds investment manager to London office

Thu, 28/01/2016 - 16:44

Hargreave Hale has strengthened its London office with the appointment of investment manager Marcus Low, who joins the firm from joins from Brewin Dolphin, where for the past 10 years he was a divisional director. »

Morgan Stanley appoints Naureen Hassan as Chief Digital Officer for Wealth Management

Morgan Stanley appoints Naureen Hassan as Chief Digital Officer for Wealth Management

Thu, 28/01/2016 - 11:26

Morgan Stanley has appointed Naureen Hassan (pictured) as Chief Digital Officer for Wealth Management, a new position in which she will lead the strategy and marketing of digital tools and platforms serving the Firm’s 16,000 financial advisors and 3.5 million clients. »

Thomas Miller Investment makes two senior promotions in the Isle of Man

Thomas Miller Investment makes two senior promotions in the Isle of Man

Wed, 27/01/2016 - 16:55

Thomas Miller Investment (Isle of Man), a provider of investment management services to private and institutional clients and a member of the 129 year old Thomas Miller Group of companies, has promoted David Thomas (pictured) to Chairman (Isle of Man) and Tom Richards to Managing Director (Isle of Man). »

Hugh Titcomb appointed CEO of Thomas Miller Investment

Hugh Titcomb appointed CEO of Thomas Miller Investment

Tue, 26/01/2016 - 10:16

Thomas Miller, a provider of insurance, professional and investment services, has appointed Hugh Titcomb (pictured) as Chief Executive Officer, Thomas Miller Investment. »

MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

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