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Moves & Appointments

Knill James appoints of Kieran Smith

Thu, 28/04/2016 - 16:33

Kieran Smith has been appointed as Senior Manager of Management Accounting and Outsourcing by Knill James Chartered Accountants as the Sussex firm continues to grow. »

GAM expands UK regional sales team

GAM expands UK regional sales team

Wed, 27/04/2016 - 16:09

 GAM, the independent, active investment manager, has appointed Tony Morton to its UK regional distribution team as a Client Manager. »

Ogier makes senior management team changes

Wed, 27/04/2016 - 09:49

Law firm Ogier has announced changes to its senior management team. Dispute resolution specialist Edward Mackereth has taken over as the law firm’s Global Managing Partner, while private client expert Steve Meiklejohn has become Global Senior Partner. »

TIAA Global Asset Management expands DCIO Team

Tue, 26/04/2016 - 16:44

Following the recent rebrand of TIAA Global Asset Management, the firm is pleased to announce that Erin Donnelly has been appointed Managing Director and Head of Defined Contribution Investment Only (DCIO).  »

Edison Group appoints Tom Teichman as chairman

Edison Group appoints Tom Teichman as chairman

Tue, 26/04/2016 - 09:49

Edison Group, the international equity research and investor access firm, has appointed Tom Teichman as chairman to support its continued global growth plans. »

SimCorp appoints Thorvaldur Flemming Jensen Head of ASP Division

SimCorp appoints Thorvaldur Flemming Jensen Head of ASP Division

Tue, 26/04/2016 - 09:45

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, has appointed Thorvaldur Flemming Jensen head of its Application Service Provider (ASP) Division and member of the company’s executive management team, reporting directly to the CEO. »

JHC Systems appoints new head of wealth solutions

JHC Systems appoints new head of wealth solutions

Mon, 25/04/2016 - 15:58

JHC Systems Limited, a provider of wealth management solutions, has appointed Amir Hakim as its new head of wealth solutions. »

Hargreave Hale appoints Rosner for private client role

Hargreave Hale appoints Rosner for private client role

Mon, 25/04/2016 - 15:57

Hargreave Hale has appointed Nigel Rosner as an investment manager at the firm’s London office, where he will focus on managing private client mandates. »

Seneca appoints new finance and operations manager

Seneca appoints new finance and operations manager

Mon, 25/04/2016 - 15:50

Seneca Investment Managers (Seneca) has appointed David Binnion as Finance and Operations Manager, a newly created position, to support the growth of the firm.  »

WealthVest appoints Stacy Passeri as regional director

WealthVest appoints Stacy Passeri as regional director

Mon, 25/04/2016 - 09:36

Financial services distribution firm WealthVest Financial Partners has appointed Stacy Passeri as regional director. Passeri’s 40-year track record covers retail, wholesale and product development.  »

Blue Water Advisors adds Sheryl Rothman to wealth management team

Blue Water Advisors adds Sheryl Rothman to wealth management team

Fri, 22/04/2016 - 15:52

Blue Water Advisors (BWA), an independent, boutique wealth management firm and SEC-registered investment advisor, has appointed Sheryl Rothman, Chartered Financial Analyst, as an Associate Wealth Advisor.  »

Lisa Chalkan promoted to Executive VP, Chief Credit Officer at Peapack-Gladstone Bank

Lisa Chalkan promoted to Executive VP, Chief Credit Officer at Peapack-Gladstone Bank

Fri, 22/04/2016 - 10:13

Peapack-Gladstone Bank has promoted Lisa Chalkan to Executive Vice President, Chief Credit Officer. In her current role, she directs Peapack-Gladstone Bank's credit professionals and quality assurance teams to efficiently manage the quality of the loan portfolio. »

Citi Private Bank names Ida Liu as global market manager in New York

Citi Private Bank names Ida Liu as global market manager in New York

Fri, 22/04/2016 - 10:11

Citi Private Bank announced today that Ida Liu, currently Head of the North America Asian Clients Group, has been appointed Global Market Manager for New York, effective 9 May, 2016.  »

Ascot Lloyd appoints Chief Business Development Director

Ascot Lloyd appoints Chief Business Development Director

Thu, 21/04/2016 - 16:00

Ascot Lloyd, the national Independent Financial Adviser (IFA) firm specialising in financial planning, wealth management and corporate benefit solutions, has appointed Ian Balgarnie to the newly created role of Chief Business Development Director.   »

Columbia Pacific hires fund manager who helped direct one of country’s largest endowments

Columbia Pacific hires fund manager who helped direct one of country’s largest endowments

Thu, 21/04/2016 - 09:23

Columbia Pacific, a family of private asset and investment management companies that invests on behalf of high-net-worth and institutional clients across a variety of strategies, is hiring a director of one of the country’s largest endowments in a key role.   »

JP Morgan appoints Michael Bailey as National Sales Manager for wealth management channel

JP Morgan appoints Michael Bailey as National Sales Manager for wealth management channel

Thu, 21/04/2016 - 09:22

JP Morgan Asset Management has hired Michael Bailey as managing director and national sales manager for the wealth management channel in its US funds business.   »

Rowanmoor Group strengthens National Sales team with appointment of David Chamberlain

Rowanmoor Group strengthens National Sales team with appointment of David Chamberlain

Thu, 21/04/2016 - 09:21

Rowanmoor Group, an independent SSAS provider and a bespoke SIPP and Family Pension Trust (Family SIPP) operator, has appointed David Chamberlain as Principal Sales Consultant for the London region. »

Northern Trust makes new director appointment

Northern Trust makes new director appointment

Wed, 20/04/2016 - 15:52

Northern Trust Corporation has appointed Jay L Henderson has been elected to its board of directors, effective 18 July, 2016, following his retirement from PricewaterhouseCoopers on 30 June, 2016. »

Kristi Mitchem to lead Wells Fargo Asset Management

Kristi Mitchem to lead Wells Fargo Asset Management

Wed, 20/04/2016 - 08:45

Wells Fargo & Company has appointed Kristi Mitchem as president, chief executive officer, and head of Wells Fargo Asset Management (WFAM), a division of Wells Fargo’s Wealth and Investment Management Group (WIM).  »

Aberdeen appoints Campbell Fleming as Global Head of Distribution

Aberdeen appoints Campbell Fleming as Global Head of Distribution

Wed, 20/04/2016 - 08:45

Aberdeen Asset Management has appointed Campbell Fleming as Global Head of Distribution. »

Steve Davies appointed lead manager for Jupiter Global Trust

Steve Davies appointed lead manager for Jupiter Global Trust

Tue, 19/04/2016 - 16:12

The board of Jupiter Global Trust has announced plans to change the investment objective of the company and appoint Steve Davies (pictured), who runs the GBP1.56 billion Jupiter UK Growth fund, as its new lead manager. »

Northern Trust adds two to London asset management team

Northern Trust adds two to London asset management team

Tue, 19/04/2016 - 16:04

Northern Trust has made two senior appointments in its London-based asset management team. Aaron Overy has been appointed to a senior institutional sales role, with a primary focus on the UK market, and Nigel Tyler has been named senior index portfolio manager. »

Fine Art Insurance Specialist Sarah Johnson Court joins Alliant

Fine Art Insurance Specialist Sarah Johnson Court joins Alliant

Tue, 19/04/2016 - 09:46

Fine art specialist Sarah Johnson Court is joining Alliant Insurance Services. As Vice President, she will service a diverse portfolio of high-net-worth clients the world over, while playing a key role in expanding Alliant’s reach within the fine art sector. »

Investec Wealth & Investment appoints Svenja Keller as financial planning director in Birmingham

Investec Wealth & Investment appoints Svenja Keller as financial planning director in Birmingham

Mon, 18/04/2016 - 16:51

Investec Wealth & Investment (IW&I) has appointed Svenja Keller as Financial Planning Director at its Birmingham office. »

Standard Life creates new pensions solutions team

Standard Life creates new pensions solutions team

Mon, 18/04/2016 - 16:37

Standard Life Investments has created a pensions solutions proposition to deliver new liability aware funds designed to address the needs of Defined Benefit (DB) pension schemes.   »

Bid Capital appoints new managing partner

Bid Capital appoints new managing partner

Mon, 18/04/2016 - 09:04

Bid Capital has appointed Tariq Mateen Khan as the firm’s new Managing Partner. He will be responsible for all financial institution related projects in the MENA and US region.  »

Charles Stanley hires new Investment Manager

Charles Stanley hires new Investment Manager

Fri, 15/04/2016 - 16:20

Wealth manager Charles Stanley has appointed Gerald Carey as Investment Manager. »

Investment Management Partner joins Norton Rose Fulbright in New York

Investment Management Partner joins Norton Rose Fulbright in New York

Fri, 15/04/2016 - 09:53

Andrew James Lom, an investment management lawyer, has joined the law firm Norton Rose Fulbright’s New York office as a partner. »

City Financial appoints Stefan Garcia as Global Head of Distribution

City Financial appoints Stefan Garcia as Global Head of Distribution

Thu, 14/04/2016 - 09:54

Independent asset manager City Financial has appointed Stefan Garcia as Global Head of Distribution to be based in London. »

Aberdeen appoints Martin Jennings as head of Aberdeen Digital

Aberdeen appoints Martin Jennings as head of Aberdeen Digital

Thu, 14/04/2016 - 09:44

Aberdeen Asset Management has appointed Martin Jennings (pictured) to the newly created role of Head of Aberdeen Digital, a distinct division within the Company. »

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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Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

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Wed, 10/02/2016 - 13:01

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Beverly Chandler

Carmignac holds bearish views for 2016

Wed, 27/01/2016 - 10:47

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