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Moves & Appointments

Moneyfarm makes CIO and CFO appointments

Fri, 02/12/2016 - 10:31

Digital wealth manager Moneyfarm has appointed a chief investment officer (CIO) and a chief financial officer (CFO). »

BBR Partners opens Chicago office

Fri, 02/12/2016 - 09:07

BBR Partners, a New York-based wealth management firm, has opened its third office in Chicago, Illinois. »

Eaton Vance bolsters global high yield investment capabilities

Eaton Vance bolsters global high yield investment capabilities

Wed, 30/11/2016 - 13:25

Eaton Vance Management (International) Limited (EVMI), a subsidiary of Eaton Vance Management, has appointed Clifton Bowie (Bo) Hunt as vice president, global high yield analyst, reporting to Jeffrey D Mueller, vice president, high yield portfolio manager. »

Mark Spina, Russell Investments

Russell Investments appoints lead for US adviser-focused business

Wed, 30/11/2016 - 13:07

Global asset manager Russell Investments has appointed Mark Spina as head of its US private client services (PCS) business. »

Mourant Ozannes strengthens ITPC team

Wed, 30/11/2016 - 10:42

Mourant Ozannes has appointed trusts and private client lawyer Fred Milner as counsel in its international trusts and private client (ITPC) practice. »

Evercore Wealth Management appoints managing director

Wed, 30/11/2016 - 10:40

Evercore Wealth Management has appointed Jill Faherty Lloyd as a managing director and financial adviser. »

Stuart Holmes, AFEX

AFEX appoints head of international payments integration programme

Tue, 29/11/2016 - 13:58

AFEX, one of the world’s largest non-bank providers of global payment and risk management solutions, has appointed Ramnath Ramhit as head of integrated solutions for Europe, the Middle East and Africa. »

CUNA hires head of TPA relationship management

CUNA hires head of TPA relationship management

Tue, 29/11/2016 - 08:56

CUNA Mutual Retirement Solutions has appointed Bill Riccio as director of TPA relationship management. »

Ashley Cox, Zedra

Zedra expands Jersey team

Tue, 29/11/2016 - 08:53

Independent trust, corporate and fund services company Zedra has expanded its team in Jersey, with the addition of six new recruits to its trust and compliance teams. »

Rowan Dartington expands Birmingham team

Fri, 25/11/2016 - 09:36

Rowan Dartington has hired investment manager Oliver Mustin to join Hitesh Mistry and Paul Smith in the firm’s Birmingham office. »

Charles Stanley restructures asset management team

Fri, 25/11/2016 - 09:34

Wealth manager Charles Stanley has appointed four individuals to complete the firm’s asset management restructure. »

Mark Harries, Ravenscroft

Ravenscroft appoints head of investment management in the UK

Fri, 25/11/2016 - 08:55

Mark Harries has joined stockbroking and investment management firm Ravenscroft as head of investment management in the UK. »

Bernard Sabrier, Unigestion

Unigestion appoints chairman of UNI-GLOBAL SICAV

Wed, 23/11/2016 - 13:32

Boutique asset manager Unigestion has appointed Emanuele Ravano as chairman of UNI-GLOBAL, a SICAV comprising 13 Unigestion sub-funds. »

Michel van Leeuwen, Hawksford

Hawksford appoints four associate directors

Tue, 22/11/2016 - 14:09

Hawksford has strengthened its governance, private client and funds teams with four associate director appointments. »

XM Group expands into UK

XM Group expands into UK

Tue, 22/11/2016 - 13:52

FX and FCD broker XM Group (Trading Point Group) has expanded its operations into the UK with the launch of XM UK (Trading Point of Financial Instruments UK Limited). »

Michael Kendall, Satuit

Satuit hires VP strategic relations

Tue, 22/11/2016 - 13:46

Satuit Technologies, a provider of software solutions for the professional investment market, has appointed Michael Kendall as vice president – strategic relationships, responsible for buy-side vendor channel partnership and key client initiatives. »

Citi Private Bank expands New York Metro team

Tue, 22/11/2016 - 10:06

Citi Private Bank has appointed Nicole Nunag as a managing director and team lead for the Metro New York region. »

Infront opens two offices in South Africa

Infront opens two offices in South Africa

Mon, 21/11/2016 - 10:07

Trading and information solutions provider Infront has opened two offices in South Africa – one in Johannesburg and the other in Cape Town – adding to the firm’s six existing offices in Europe and the UK. »

Tracie Ahern, RueOne

Tracie Ahern and Hoyt Stastney join RueOne board

Mon, 21/11/2016 - 09:03

RueOne Investments, an alternative asset manager that offers institutional asset owners and family offices direct investment opportunities on a deal by deal basis, has appointed Tracie Ahern and Hoyt Stastney to the firm’s board of directors. »

Ron Resnick named COO of Robertson Stephens Asset Management

Fri, 18/11/2016 - 10:52

Robertson Stephens, an investment advisory firm for high net worth individuals, family offices, institutions and corporations, has appointed Ron Resnick as chief operating officer of subsidiary Robertson Stephens Asset Management (RSAM). »

IW&I appoints head of Leeds office

Thu, 17/11/2016 - 13:54

Investec Wealth & Investment (IW&I) has appointed Rowena Houston as head of the firm’s Leeds office.  »

Martin Gilbert, Aberdeen

Aberdeen Asset Management opens office in ADGM

Wed, 16/11/2016 - 10:32

Aberdeen Asset Management has opened an office in Abu Dhabi, the capital of the United Arab Emirates.  »

John S Weinberg, Evercore

John S Weinberg joins Evercore as executive chairman

Wed, 16/11/2016 - 09:27

John S Weinberg has joined Evercore as chairman of the board and executive chairman.  »

Lombard International Assurance appoints head of Latin America

Wed, 16/11/2016 - 09:19

Lombard International Assurance, a provider of wealth structuring solutions for high-net-worth individuals, has appointed Andreas Meier as the head of Latin America. »

Todd Morris, Polen Capital

Polen Capital to launch international growth strategy

Wed, 16/11/2016 - 08:36

Polen Capital is to add an international growth strategy to its suite of products in early 2017, providing clients with another access point to the firm’s bottom-up, concentrated investment philosophy and process. »

Coutts appoints finance director

Tue, 15/11/2016 - 14:30

Mike Regan has been appointed as the new finance director of Coutts and has joined the bank’s board. »

Intrinsic appoints chief risk officer

Mon, 14/11/2016 - 12:44

Intrinsic, part of Old Mutual Wealth, has appointed Gill Davidson as chief risk officer. »

Sok Mun Wong, Schroders

Schroders appoints head of fixed income and foreign exchange trading for Asia

Mon, 14/11/2016 - 08:11

Schroders has appointed Sok Mun Wong as head of fixed income and foreign exchange trading for Asia. »

Michael De Feo joins Voya Investment Management

Fri, 11/11/2016 - 09:27

Voya Investment Management has appointed Michael De Feo as head of retirement and investment only. »

Michel van Leeuwen, Hawksford

Hawksford appoints group chief executive

Thu, 10/11/2016 - 10:02

Michel van Leeuwen, who has previously held leadership roles at Cordium and Microsoft Capital Markets, has joined Hawksford as group chief executive to lead the delivery of the firm’s growth plans. »

features

Special Reports

Alternative UCITS 2016

Alternative UCITS 2016

Wed, 23/11/2016 - 13:57

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 08:14

Interview

Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 09:12

In Focus

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