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Moves & Appointments

Senior appointment strengthens Estera’s risk and compliance expertise

Senior appointment strengthens Estera’s risk and compliance expertise

Thu, 23/06/2016 - 16:14

Estera has bolstered its risk and compliance offering with the appointment of Risk and Compliance Director, Tui Iti who will be responsible for ensuring the company consistently adopts the highest global compliance standards across each of its international offices.  »

Beaumont Capital Management hires Eric Biegeleisen as Director of Quantitative Research

Thu, 23/06/2016 - 10:39

Beaumont Capital Management (BCM), a provider of tactical, ETF-based investment solutions, has hired Eric Biegeleisen, CFA, as Director of Quantitative Research, effective 16 June, 2016.  »

Walker Crips appoints Alistair Macnab

Thu, 23/06/2016 - 07:46

Investment and wealth management firm Walker Crips has bolstered its investment management division with the appointment of Alistair Macnab as stockbroker, with immediate effect. »

Evercore Wealth Management appoints Douglas Dewey as Financial Advisor

Thu, 23/06/2016 - 07:43

Evercore Wealth Management has appointed Douglas Dewey as a Managing Director and Financial Advisor. »

Eventide Asset Management hires Chief Compliance Officer

Eventide Asset Management hires Chief Compliance Officer

Thu, 23/06/2016 - 07:32

Eventide Asset Management has appointed Peter Luiso, an attorney and former Vice President in Asset Management Compliance at Fidelity Investments, as Chief Compliance Officer and General Counsel.  »

Carey Olsen names six new partners

Carey Olsen names six new partners

Wed, 22/06/2016 - 16:52

Offshore law firm Carey Olsen has announced six new partners bringing the total number of partners across its seven offices to 49.  »

Investec Asset Management appoints Iain Cunningham to multi-asset team

Investec Asset Management appoints Iain Cunningham to multi-asset team

Wed, 22/06/2016 - 09:18

Investec Asset Management has appointed Iain Cunningham as a Portfolio Manager in its established multi-asset team. Cunningham brings an extensive track record dedicated to multi-asset investment, most recently at Schroder Investment Management. »

Beaumont Capital Management hires Eric Biegeleisen as Director of Quantitative Research

Wed, 22/06/2016 - 09:13

Beaumont Capital Management (BCM), a provider of tactical, ETF-based investment solutions, has appointed Eric Biegeleisen, CFA, to the newly-created role of Director of Quantitative Research, effective 16 June, 2016.  »

Carmignac appoints new head of European equities

Carmignac appoints new head of European equities

Tue, 21/06/2016 - 16:20

Carmignac has appointed Mark Denham as head of European Equities. Based in London, he will assume management of the Carmignac Grande Europe and Carmignac Euro-Patrimoine funds, which totalled EUR418 million under management as of May 2106.  »

GIIN appoints Peter Malik as director of membership

GIIN appoints Peter Malik as director of membership

Mon, 20/06/2016 - 16:04

The Global Impact Investing Network (GIIN) has appointed Peter Malik as Director of Membership. Malik will aid in shaping the strategic direction and growth of the GIIN’s global membership programs, which are a central component of the GIIN’s efforts to advance the field of impact investing. »

Grant Hughes appointed Head of Mercer Jelf Financial Planning

Thu, 16/06/2016 - 16:27

Mercer has appointed Grant Hughes has joined as Head of Mercer Jelf Financial Planning. Hughes’ appointment follows the recent brand launch which combines the Mercer and Jelf financial planning teams to deliver a joint proposition. »

Matthew France joins Marex Spectron’s Asian Metals business as Head of Institutional Sales

Matthew France joins Marex Spectron’s Asian Metals business as Head of Institutional Sales

Thu, 16/06/2016 - 16:21

Marex Spectron, the global commodities broker, has appointed Matthew France (pictured) as Head of Institutional Sales, Metals, in Asia. »

Dunham & Deitel Wealth Management Group joins Triad Advisors’ broker-dealer and hybrid solutions multi-custodial RIA platform

Thu, 16/06/2016 - 09:44

Dunham & Deitel Wealth Management Group (Dunham & Deitel) has transitioned to Triad Advisors’ broker-dealer and hybrid multi-custodial registered investment advisory (RIA) platform.  »

BDO USA names Jeffrey Kane as national managing partner for private client services

Wed, 15/06/2016 - 07:56

BDO USA has appointed Jeffrey Kane as the firm's new National Managing Partner for Private Client Services (PCS).  »

PTL appoints Keith Lewis as Client Director

PTL appoints Keith Lewis as Client Director

Tue, 14/06/2016 - 16:02

Pitmans Trustees (PTL), an independent trustee and governance services provider, has expanded its presence in Leeds with the appointment of Keith Lewis as Client Director. »

Diamond Hill Capital Management expands fixed income investment team

Tue, 14/06/2016 - 16:00

Diamond Hill Capital Management has added three new members to its fixed income investment team – Portfolio Managers Henry Song and Mark Jackson and Portfolio Specialist Doug Gimple. »

First Names Group appoints new Chief HR Officer

Mon, 13/06/2016 - 09:42

Trust, fund and corporate services provider, First Names Group, has appointed Teresa Lamy as its new Chief HR Officer. The appointment is effective immediately. »

Schroders appoints Shigesuke Kashiwagi as President and Country Head of Japan

Schroders appoints Shigesuke Kashiwagi as President and Country Head of Japan

Mon, 13/06/2016 - 09:22

Schroders has appointed Shigesuke Kashiwagi as President and Country Head of Japan, effective 01 July 2016, bringing some 34 years of industry experience to the role. »

Hermes appoints Head of Client Relationship Management

Hermes appoints Head of Client Relationship Management

Fri, 10/06/2016 - 09:52

Hermes Investment Management (Hermes) has appointed Gareth Davies (pictured) as Head of Client Relationship Management. Based in London, Davies will report into Mark Miller, Head of UK & MENA Institutional. »

Manulife Asset Management names Chris Fellingham as Head of Liquid Alternative Strategies

Manulife Asset Management names Chris Fellingham as Head of Liquid Alternative Strategies

Fri, 10/06/2016 - 09:35

Manulife Asset Management has named Chris Fellingham as Senior Managing Director, Head of Liquid Alternative Strategies. The appointment is effective 13 June.  »

Nest Wealth names Chris Hogg as Head of Nest Wealth Pro

Fri, 10/06/2016 - 09:33

Nest Wealth has appointed Chris Hogg, the former Director of National Accounts for iShares BlackRock, as its new Head of Nest Wealth Pro, a digital wealth management platform that provides traditional brokerage firms, advisors, and asset managers a white label and turn-key solution including everything from paperless onboarding to sophisticated know-your-client tools and customisable portfolio management. »

Old Mutual Wealth appoints new head of Financial Adviser School

Thu, 09/06/2016 - 16:55

Old Mutual Wealth has appointed Darren Smith as the head of the Financial Adviser School (FAS). »

Clark Wagner appointed President of Foresters Investment Management Company

Thu, 09/06/2016 - 16:54

Foresters Financial has appointed Clark Wagner as President of First Investors Management Company (FIMCO), effective 23 May, 2016. »

Clark Wagner appointed President of Foresters Investment Management Company

Thu, 09/06/2016 - 09:46

Foresters Financial has appointed Clark Wagner as President of First Investors Management Company (FIMCO), effective 23 May, 2016. »

James Hajek joins Proxibid as CFO

Wed, 08/06/2016 - 09:39

Proxibid, an online marketplace for buying and selling highly valued items, has appointed James Hajek as Chief Financial Officer (CFO0 to lead the firm’s financial operations and investor relations teams.  »

Eric Grasinger joins Glenmede’s New York office

Tue, 07/06/2016 - 09:36

Glenmede, a privately-held and independently owned investment and wealth management firm with USD31 billion in assets under management (AUM), has appointed Eric Grasinger, CFA, CMT, as a Relationship and Portfolio Manager in the firm’s New York office.  »

Foundation Source names Joseph M Fuschillo as Chief Distribution Officer

Tue, 07/06/2016 - 09:35

Foundation Source, a company that establishes and provides comprehensive management and advisory services for private foundations, has appointed Joseph M Fuschillo as Chief Distribution Officer for the company.  »

Context Asset Management adds Matt Rowe as Chief Strategy Officer

Context Asset Management adds Matt Rowe as Chief Strategy Officer

Tue, 07/06/2016 - 09:18

Context Asset Management, a provider of alternative mutual funds for retail and institutional clients, has expanded its leadership team with the addition of Matt Rowe as Chief Strategy Officer.  »

Radius Equity welcomes Andrew Hodson as new Head of Business Development

Mon, 06/06/2016 - 16:40

Radius Equity, the provider of tax efficient private equity investments, has appointed Andrew Hodson as the firm’s new Head of Business Development, focussing on introducing investors to early stage businesses looking for growth funding. »

Ascent Private Capital Management of US Bank names John Zimmerman as head of Denver office

Mon, 06/06/2016 - 09:27

Ascent Private Capital Management of US Bank has named John Zimmerman, CFA, as regional managing director of its Denver office. Zimmerman, who most recently served as president of Denver Investments, will join Ascent’s Denver team on 14 June. »

features

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

Special Reports

Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

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Eden Rock Capital Management
Wed, 15/06/2016 - 17:30
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Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
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