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Moves & Appointments

hand shake

First Names Group appoints Structured Finance Director

Wed, 15/04/2015 - 21:30

Corporate services provider First Names Group has appointed Keat Cheng Chin as Structured Finance Director. »

hand shake

SunLife appoints Emma Walker to lead aggregator, digital and customer experience teams

Mon, 13/04/2015 - 16:30

SunLife has appointed Emma Walker, Head of Protection and Non Core Insurance at, to lead its aggregator, digital and customer experience teams. »

board of directors

Bruce Ferris named chairman of the IRI board of directors

Mon, 13/04/2015 - 09:00

Bruce Ferris, president of Prudential Annuities Distributors, has been named Chairman of the Insured Retirement Institute’s (IRI) Board of Directors.  »

hand shake

Paul Ciancarelli joins Korn Ferry’s financial services practice

Mon, 13/04/2015 - 09:00

Ciancarelli joins Korn Ferry from a global executive search firm, where he served as a member of the Asset & Wealth Management Practice. »


RCM Alternatives promotes Paul Rieger to MD and Partner

Fri, 10/04/2015 - 11:30

RCM Alternatives, a brokerage firm that provides investors and wealth advisors with education and services for investing in managed futures has promoted Paul Rieger to managing director and partner.  »

board table

Copeland Capital Management names new COO and CFO

Thu, 09/04/2015 - 14:30

Copeland Capital Management has appointed Steven J Adams as the firm’s Chief Operating and Financial Officer.  »

Mark Jones

SunLife appoints Jones to lead protection business

Wed, 08/04/2015 - 20:30

Mark Jones, previously Head of Protection at LV= is to join SunLife from 1 June to lead the development of the company’s protection retail business. »

hand shake

Simon Park Joins TCW as MD in US fixed income group

Wed, 08/04/2015 - 18:30

The TCW Group has appointed Simon Park as a managing director in its US Fixed Income Group. In this role, he is responsible for trading high-yield and cross-over securities.  »

man with megaphone

Ian McVeigh appointed Head of Governance at Jupiter

Wed, 08/04/2015 - 15:30

UK equities specialist Ian McVeigh, who has been managing portfolios at Jupiter for 12 years, will step away from day to day fund management, including co-managing the Jupiter UK Growth Fund, to take on the newly-created role of Head of Governance.  »

man with megaphone

Moneygate Group rebrands as Fairstone Group

Wed, 08/04/2015 - 14:30

Moneygate Group will be adopting its Fairstone brand across the entire group. Parent company, Moneygate Group Ltd will now be known as Fairstone Group Ltd. »

hand shake

M&G Real Estate appoints Kerry Williams as retail investment director

Wed, 08/04/2015 - 13:30

M&G Real Estate has appointed Kerry Williams as retail investment director, reporting to John Duxbury, Head of Retail. »

Ireland flag

IFDS to recruit for new jobs in Ireland

Wed, 08/04/2015 - 11:00

International Financial Data Services (IFDS), a provider of outsourced administration and technology solutions to the collective investment, retirement, insurance and platform markets, is recruiting for over 75 jobs in Ireland. »

board table

Bryan E McKigney named President of Oppenheimer Asset Management

Tue, 07/04/2015 - 20:15

Oppenheimer Asset Management has appointed Bryan E McKigney as the firm’s President, effective 15 Apri. He will be based out of Oppenheimer's New York City headquarters. »

EU flags

EFG International makes senior appointments in Eastern Europe and Russia

Tue, 07/04/2015 - 18:15

EFG International has recruited Michael Vlahovic and Basile Samarine, strengthening its capabilities in relation to Eastern Europe and Russia.  »

New York map

Berkshire Bank expands Albany private banking and wealth management services

Tue, 07/04/2015 - 13:30

Berkshire Hills Bancorp has expanded its private banking and wealth management services in the Capital Region of New York through the addition of two experienced managers.  »

White House

Wealth management veteran Logan Winn joins Abbot Downing

Tue, 07/04/2015 - 12:30

Logan Winn, a Washington, DC, wealth manager for high-net-worth clients, has joined Steve Berardi, a 20-year veteran in investment portfolio management, to serve Abbot Downing’s growing client base in the Greater Washington, DC, area.  »

Asia map

Barings appoints Edmond Chong to lead Asia mutual fund sales

Mon, 06/04/2015 - 11:30

Baring Asset Management (Barings) has appointed Edmund Chong to the role of Head of Sales, Client Service and Business Development – Distribution, Asia ex Japan.  »


Felice Shiroma joins TCW as Relative Value Equities Portfolio Specialist

Thu, 02/04/2015 - 14:00

The TCW Group, a global asset management firm, has appointed Felice Shiroma, as a senior portfolio specialist and client portfolio manager for the TCW Relative Value Group.  »

Wade Stinette

Wallick Investments appoints Wade Stinnette as Principal and Senior Portfolio Manager

Thu, 02/04/2015 - 12:30

Wallick Investments has appointed J Wade Stinnette, Jr, s principal and senior portfolio manager. »

hand shake

IW&I appoints Jane Warren as head of digital

Wed, 01/04/2015 - 06:00

Investec Wealth & Investment (IW&I) has appointed Jane Warren as Head of Digital in the UK, a new role that will see her managing all aspects of the firm’s digital relationship with clients.  »


European Wealth expands Manchester operation

Tue, 31/03/2015 - 06:00

European Wealth has expanded its operations in Manchester with the appointment of James Igoe, formerly the Private Client Director at Hume Capital. »

board table

Flynn Family Office adds Ronald R Macleod as Director of Business Development

Mon, 30/03/2015 - 07:00

FFO (Flynn Family Office) has appointed family office sector specialist Ronald R Macleod as a Director in Santa Barbara, California.  »


John P Fraunces, Jr named co-portfolio manager of Turner Global Medical Sciences Fund

Fri, 27/03/2015 - 19:00

John P Fraunces, Jr has been named Co-Portfolio Manager of Turner Investments Global Medical Sciences strategies, bolstering the firm’s healthcare sector investment team.  »

hand shake

iCapital Network hires Hannah Shaw Grove as Chief Marketing Officer

Fri, 27/03/2015 - 12:30

iCapital Network, an online marketplace providing qualified investors and their advisors with access to private equity fund managers, has hired Hannah Shaw Grove as Senior Vice President and Chief Marketing Officer.  »


O'Shaughnessy Asset Management expands Portfolio Management Team

Thu, 26/03/2015 - 13:00

O’Shaughnessy Asset Management (OSAM), a quantitative money management firm with approximately USD7 billion in assets under management, has expanded its portfolio management team. »

man with megaphone

Citizens Financial Group names Donald H McCree Vice Chairman and Head of Commercial Banking

Thu, 26/03/2015 - 09:00

Citizens Financial Group has appointed Donald H McCree as Vice Chairman and Head of Commercial Banking.  »

Morris Glasgow

HHM Wealth Advisors hires Morris Glasgow and Jacob Poe

Thu, 26/03/2015 - 06:00

HHM Wealth Advisors, an independent wealth management firm based in Chattanooga, TN  has appointed Morris Glasgow (pictured), CFP and Jacob Poe as wealth advisors. »

hand shake

Phocion Investments appoints Kosta Segounis and David Rowen as MDs

Wed, 25/03/2015 - 11:30

Phocion Investments, a provider of performance and due diligence consulting services, has appointed Kosta Segounis, CPA, CA, CFA and David Rowen, CFA, FRM as Managing Directors. »

man with megaphone

Amundi appoints Laurent Ducoin as Head of European Equities

Mon, 23/03/2015 - 20:30

Amundi has appointed Laurent Ducoin as Head of European Equities. Reporting to Romain Boscher, Global Head of Equities, Laurent took up his position on 10 March 2015. »

board table

AGDelta expands board of directors

Mon, 23/03/2015 - 19:30

Wealth management IT solutions provider AGDelta has expanded its Board of Directors. The board, which was elected on 15 October, 2014, brings together prominent industry specialists and visionaries in Financial Technology.  »

Special report
Commodities 2015: The outlook for investors

Investing in commodities can yield handsome returns, but investors need to focus sharply on timing and diversify their portfolios away from traditional safe havens and into sectors such as agriculturals and products such as ETFs. As one expert reveals in this special report, "Gold is not the only yellow commodity one should have in their portfolio"... »

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This Special Report unveils the ways in which State Street Global Markets' Fund Connect ETF platform is bringing new levels of efficiency to the the ETF marketplace, and includes expert comment from the perspective of an AP.... »

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