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Moves & Appointments

Ernst & Young veteran joins Fieldpoint Private

Fri, 22/07/2016 - 09:07

Fieldpoint Private, a wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, has appointed Marc Halsema as managing director and senior adviser. »

Robeco builds presence in Singapore

Robeco builds presence in Singapore

Fri, 22/07/2016 - 08:40

Robeco has opened an office in Singapore which will focus on credit research and strengthening the firm’s service to clients in the market and the broader Southeast Asia region.  »

CI Investments re-opens Cambridge Canadian Growth Companies Fund

CI Investments re-opens Cambridge Canadian Growth Companies Fund

Fri, 22/07/2016 - 08:35

CI Investments has reopened the Cambridge Canadian Growth Companies Fund to new investors. It has also made portfolio management changes for Cambridge Global Asset Management and the Cambridge funds. »

Northern Trust names William L. Morrison as vice chairman

Northern Trust names William L. Morrison as vice chairman

Thu, 21/07/2016 - 07:05

Northern Trust Corporation has appointed President William L Morrison to a new role as vice chairman, effective 1 October 2016. »

Prydis hires two pension specialists

Thu, 21/07/2016 - 07:05

Prydis, the Exeter-based wealth manager and founder of Strawberry Invest, has appointed two financial advice practitioners to the business, both specialising in Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS). »

CoInvestor makes senior hires to drive strategic direction

Wed, 20/07/2016 - 12:51

CoInvestor, a new alternative assets platform for sophisticated private investors, has made a wave of senior appointments to strengthen its board and advisory board, and help guide the business through its early stage growth as it seeks to transform the alternative asset investment landscape in the UK. »

T Rowe Price appoints head of strategic partners

T Rowe Price appoints head of strategic partners

Wed, 20/07/2016 - 12:41

T Rowe Price has added Matthew Jenkins to its UK intermediary team. »

PIMCO appoints Manny Roman as next CEO

PIMCO appoints Manny Roman as next CEO

Wed, 20/07/2016 - 08:04

PIMCO has appointed Emmanuel (Manny) Roman as the investment management firm’s next chief executive officer (CEO). »

Aquila Capital adds Olaf Huth to advisory board

Tue, 19/07/2016 - 13:52

Aquila Capital is expanding its advisory board with industry expert Olaf Huth. »

Snowden Lane Partners adds veteran adviser in New Haven

Tue, 19/07/2016 - 10:22

Wealth advisory firm Snowden Lane Partners has appointed 25-year industry veteran Sam DeGennaro, formerly first vice president of Merrill Lynch, as a partner and managing director in the firm’s New Haven, CT office. »

Irwin Mitchell Private Wealth strengthens trusts and tax planning team

Tue, 19/07/2016 - 10:13

Legal and wealth advisory business Irwin Mitchell Private Wealth is strengthening its trusts and tax planning team with the recruitment of Olga Powell. »

Fiduciary Trust names Peter Andersen as CIO

Tue, 19/07/2016 - 09:29

Fiduciary Trust Company, a private wealth adviser and investment management firm for high-net-worth families, individuals and non-profits, has appointed Peter Andersen as chief investment officer (CIO). »

CoInvestor makes senior hires to drive strategic direction

Tue, 19/07/2016 - 09:28

CoInvestor, an alternative assets platform for sophisticated private investors, has made senior appointments to strengthen its board and advisory board and help guide the business through its early stage growth. »

Vanguard modifies management teams of several funds

Vanguard modifies management teams of several funds

Mon, 18/07/2016 - 09:00

Vanguard has made new investment advisory arrangements for the USD21 billion Vanguard International Growth Fund and USD2 billion Vanguard Variable Insurance Fund (VVIF)-International Portfolio, as well as a change in the manager structure of the nearly USD1 billion Vanguard Capital Value Fund. »

Janney adds three advisers in June managing over USD250m

Fri, 15/07/2016 - 08:02

Janney Montgomery Scott has added three financial advisers to the firm’s team, who between them manage combined client assets under management in excess of USD250 million with average production of USD816,000. »

Mike Levitt to join Kayne Anderson Capital Advisors as CEO

Mike Levitt to join Kayne Anderson Capital Advisors as CEO

Fri, 15/07/2016 - 07:58

Alternative asset manager Kayne Anderson Capital Advisors has named Mike Levitt as the firm’s new chief executive officer. »

Turner Investments adds three to management team

Turner Investments adds three to management team

Thu, 14/07/2016 - 10:11

Turner Investments has appointed three professionals to its management team – Robert Baird as chief operating and accounting officer, Jena Weaver Dietrich as director of marketing, and Erik Hagar as senior portfolio specialist. »

Northern Trust Asset Management expands ESG team

Northern Trust Asset Management expands ESG team

Thu, 14/07/2016 - 09:11

Julia Kochetygova has joined Northern Trust Asset Management as senior environmental, social and governance (ESG) research analyst. »

Windham Capital appoints co-heads of liquid alternative strategies

Windham Capital appoints co-heads of liquid alternative strategies

Thu, 14/07/2016 - 08:49

Investment management firm Windham Capital Management has added a liquid alternatives team with the hiring of Richard Lindsey and Andrew Weisman. »

Cazenove Capital adds to DFM team

Wed, 13/07/2016 - 13:19

Cazenove Capital has appointed Kim Nelson as a regional development manager in the firm’s discretionary fund management (DFM) team. »

Unigestion moves into new London office for expanded UK team

Unigestion moves into new London office for expanded UK team

Tue, 12/07/2016 - 13:14

Boutique asset manager Unigestion has moved its London-based staff into new London headquarters in Stratford Place, W1. »

Old Mutual Wealth appoints chief risk officer

Tue, 12/07/2016 - 09:56

Old Mutual Wealth has appointed Iain Wright as chief risk officer. »

AQR expands Asia presence with Hong Kong office

AQR expands Asia presence with Hong Kong office

Fri, 08/07/2016 - 13:03

AQR Capital Management has opened an office in Hong Kong after securing approval from the Hong Kong Securities and Futures Commission. »

JP Morgan names Tara Smyth as head of Private Bank Middle East

Fri, 08/07/2016 - 10:00

JP Morgan has appointed Tara Smyth as head of the Private Bank’s Middle East market. »

Turner Investments nominates five trustees for Turner Funds’ board

Turner Investments nominates five trustees for Turner Funds’ board

Fri, 08/07/2016 - 09:56

Turner Investments has nominated five trustees of the Turner Funds’ board for election by the shareholders of the funds. »

Anne Robinson joins Vanguard to lead legal department

Anne Robinson joins Vanguard to lead legal department

Fri, 08/07/2016 - 09:42

Vanguard has appointed Anne E Robinson (pictured) as general counsel and managing director of the company’s legal and compliance division. »

Zedra appoints business development director

Thu, 07/07/2016 - 09:34

John Hunter has joined Guernsey-based trust and wealth management firm Zedra as director for business development. »

Fieldpoint Private appoints managing director

Wed, 06/07/2016 - 09:08

Fieldpoint Private, a wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, has appointed Christopher DeLaura as managing director and senior advisor. »

Accounting specialist joins Hawksford as associate director

Accounting specialist joins Hawksford as associate director

Mon, 04/07/2016 - 13:08

Hawksford, the international corporate, private client and funds business, has appointed an accounting specialist with 12 years’ industry experience as an associate director. »

Morgan Stanley Investment Management makes portfolio management changes for Latin American Discovery Fund

Morgan Stanley Investment Management makes portfolio management changes for Latin American Discovery Fund

Mon, 04/07/2016 - 09:44

Morgan Stanley Investment Management has announced portfolio management changes for The Latin American Discovery Fund. »

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Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

In Focus

Howie Li

ETFs under the microscope

Wed, 10/02/2016 - 13:01

Profile

Simon Ruthers

Tax motivated investments gain traction

Wed, 18/05/2016 - 09:14

Interview

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