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Moves & Appointments

man with megaphone

Jay Chandler joins Evercore as a Senior MD in Equity Capital Markets Group

Fri, 30/01/2015 - 16:30

Evercore has appointed Jay Chandler as a Senior Managing Director in the firm’s Equity Capital Markets Group based in New York. »

four fingers

ACP expands national sales team

Fri, 30/01/2015 - 11:30

Aequitas Capital Partners (ACP), a division of Aequitas Capital's wealth management platform, has hired four new regional directors. »

document and pen

CSQ founder and CIO Sica appointed as advisor to AITV Board

Fri, 30/01/2015 - 10:30

Jeff Sica, founder and Chief Investment Officer (CIO) of Circle Squared Alternative Investments (CSQ), has been appointed as a special advisor to the board of venture capital firm AITV. »

NYC

Clearbrook appoints Manit Rye as MD and Head of Hedged Index Strategies

Thu, 29/01/2015 - 15:00

Clearbrook Global Advisors has appointed Manit Rye as Managing Director and Head of Hedged Index Strategies. Rye will be based in the firm’s New York headquarters and report to Elliott Wislar, Chief Executive Officer of Clearbrook.   »

investment

Unigestion appoints Rudyard Ekindi as Head of Investment Solutions for Equity

Wed, 28/01/2015 - 19:30

Unigestion, an institutional asset manager that focuses on providing its clients with a targeted range of risk-managed investment solutions, has appointed Rudyard Ekindi as Head of Investment Solutions.  »

hand shake

Jeffrey D Mueller to join Eaton Vance as portfolio manager and global high yield analyst

Wed, 28/01/2015 - 16:45

Eaton Vance Management International (EVMI has appointed Jeffrey D Mueller as Vice President, Portfolio Manager and Global High Yield Analyst. »

Hong Kong

CI Investments and Signature Global Asset Management open research office in Hong Kong

Wed, 28/01/2015 - 14:00

CI Investments (CI) and Signature Global Asset Management has established an office in Hong Kong to lead Signature's investment research in China and the rest of Asia. »

board table

Steben & Company promotes John Dolfin to CIO

Wed, 28/01/2015 - 10:30

Steben & Company, a provider of alternative investments, has promoted John Dolfin, CFA, to Chief Investment Officer of the firm. »

man lifting weights

Boodle Hatfield strengthens international private client team with partner appointment

Tue, 27/01/2015 - 18:30

Law firm Boodle Hatfield has strengthened its Private Client and Tax team with the appointment of Baker & McKenzie partner Salpy Kouyoumjian. »

London offices

Jean-Pierre Mustier joins Tikehau Capital as partner

Tue, 27/01/2015 - 17:30

Jean Pierre Mustier has joined Tikehau Capital as a partner. He will be London based and his primary focus will be on Tikehau Capital’s international expansion, whilst also contributing to the various existing businesses. »

man with megaphone

Caplin & Drysdale names Beth Kaufman President

Tue, 27/01/2015 - 12:45

Caplin & Drysdale has named Beth Shapiro Kaufman as President of the Firm. Scott D Michel, who held the reins for eight years, will continue as a member of the Board of Directors, and also maintain his thriving Tax Controversy practice.  »

Birmingham

Walker Crips continues its Birmingham expansion with new hire

Tue, 27/01/2015 - 06:00

Walker Crips, the integrated Investment and Wealth Management group, has added to its Stockbroking division with the appointment of Neal Stevens, Investment Manager, to its Birmingham office.  »

Boston

Boston makes new appointment to board of directors

Fri, 23/01/2015 - 09:00

Boston Private Financial Holdings has appointed Gloria C Larson to its Board of Directors.  »

Jersey flag

Coutts Trustees appoints David Thompson as Head of Fiduciary Investments

Thu, 22/01/2015 - 18:30

Coutts is continuing to invest in its Jersey Trust Business with the appointment of David Thompson as Head of Fiduciary Investments at Coutts Trustees. »

two hands shaking

Old Mutual Wealth makes two specialist sales hires

Thu, 22/01/2015 - 06:00

Old Mutual Wealth has enhanced its support for advisers with the appointment of two more pension specialists to its Specialist Sales Team, Roddy Munro and Tim Mason.  »

Paris

AXA Investment Managers appoints Head of Global Regulatory Development

Wed, 21/01/2015 - 20:30

AXA Investment Managers (AXA IM) has appointed Stéphane Janin as Head of Global Regulatory Development.   »

Tokyo

Nikko AM hires Naoki Kamiyama as chief strategist

Wed, 21/01/2015 - 17:30

Naoki Kamiyama has been appointed as Chief Strategist of Tokyo-based Nikko Asset Management. »

Tokyo

Acadian Asset Management opens new office in Japan

Wed, 21/01/2015 - 13:45

Acadian Asset Management, a specialist in active global and international investing, has opened a new office in Tokyo, Japan, located at the Marunouchi Trust Tower.  »

Barings logo

Jean-Louis Scandella assumes leadership of Barings Global Emerging Markets portfolios

Mon, 19/01/2015 - 20:30

Baring Asset Management (Barings) announces today that  »

meeting

Shelton Capital Management adds options manager to investment management team

Mon, 19/01/2015 - 19:30

Shelton Capital Management has added Joe Mazzola to the firm’s investment management team.  »

Robert Christensen

Jersey Finance chairman Robert Christensen awarded MBE in New Year Honours list

Mon, 19/01/2015 - 14:30

Robert Christensen, chairman of Jersey Finance, has been awarded an MBE (Member of the Order of the British Empire) for services to charity in the New Year Honours List. »

Abbacus

Former SEC chief accountant Eichen rejoins EY

Thu, 15/01/2015 - 20:30

Jaime Eichen, former Chief Accountant for the Division of Investment Management at the US SEC, has rejoined EY as a Partner in the Professional Practice Group with a focus on the Wealth and Asset Management sector. »

hands shaking

Wells Fargo Advantage Multi-Sector Income Fund makes changes to portfolio management team

Thu, 15/01/2015 - 19:45

Noah Wise, CFA, of Wells Capital Management is replacing Janet S Rilling, CFA, CPA, as a portfolio manager of the Wells Fargo Advantage Multi-Sector Income Fund. »

Liquidity

RBC GAM strengthens liquidity management team

Thu, 15/01/2015 - 19:30

RBC Global Asset Management (RBC GAM) has appointed John C Donohue as Managing Director and Head of Liquidity Management. »

hands shaking

Granahan Investment Management adds small cap equity portfolio manager

Thu, 15/01/2015 - 18:30

Granahan Investment Management (GIM) has appointed David M Roseas a Portfolio Manager.  »

London

EFG International selects new Chairman of UK business

Thu, 15/01/2015 - 17:45

EFG International has appointed John Reed to the board of its London-based subsidiary, EFG Private Bank Limited, with immediate effect.  »

research

EDHEC-Risk Institute and Rothschild & Cie launch research chair on active allocation to smart factor indices

Thu, 15/01/2015 - 16:30

Rothschild & Cie and EDHEC-Risk Institute have announced the creation of a new research chair at EDHEC-Risk Institute entitled "Active Allocation to Smart Factor Indices."  »

globe

Nasdaq appoints Salil Donde as Executive VP to lead global information services

Thu, 15/01/2015 - 13:45

Nasdaq has appointed Salil Donde as Executive Vice President and Head of Global Information Services.  »

hands shaking

Nucleus appoints new client relations director

Thu, 15/01/2015 - 12:15

Nucleus, the adviser built wrap, has appointed Adam Baker as its new client relations director. »

hands shaking

Coherence Capital Partners hires new COO & CRO

Wed, 14/01/2015 - 21:00

Fixed income specialist Coherence Capital Partners has appointed John Lovisolo as Member, Chief Operating Officer (COO) and Chief Risk Officer (CRO). »

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