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Moves & Appointments

Turner Investments appoints global head of fixed income

Turner Investments appoints global head of fixed income

Fri, 26/08/2016 - 10:09

Turner Investments has named Stefania A Perrucci as global head of fixed income, ahead of the firm’s launch of a series of fixed income, credit and absolute return investment strategies. »

Gordian Compliance Solutions appoints new partners

Gordian Compliance Solutions appoints new partners

Thu, 25/08/2016 - 15:26

Gordian Compliance Solutions, a boutique consulting firm specialising in regulatory compliance services for financial industry firms, has promoted four employees to managing partner positions. »

Smith & Howard appoints director of investments

Thu, 25/08/2016 - 10:50

Valerie Nichols had joined Atlanta wealth management firm Smith & Howard Wealth Management as director of investments. »

Lending Club makes two senior hires

Lending Club makes two senior hires

Thu, 25/08/2016 - 10:44

Lending Club, the online marketplace connecting borrowers and investors, has made two new additions to its investor group. »

Hilltop Holdings names William B Furr as CFO

Hilltop Holdings names William B Furr as CFO

Thu, 25/08/2016 - 07:24

Dallas-based Hilltop Holdings has appointed William B Furr as chief financial officer (CFO) effective 1 September 2016. »

Dynasty hires Matthew Marsh as director of investment solutions

Dynasty hires Matthew Marsh as director of investment solutions

Wed, 24/08/2016 - 14:02

Dynasty Financial Partners has appointed Matthew Marsh as director of investment solutions. »

Forex Development names Peg Reed as COO

Forex Development names Peg Reed as COO

Wed, 24/08/2016 - 09:38

Forex Development Corporation (FDC), a provider of FX prime broker solutions, has appointed Peg Reed as the company’s chief operating officer (COO). »

Cody Lummus joins Lear Investment Management

Wed, 24/08/2016 - 09:35

Lear Investment Management, a Dallas-based firm focused on portfolio management and research, has appointed Cody Lummus as investment adviser. »

Alpha FMC appoints Adrian Keen as CFO

Alpha FMC appoints Adrian Keen as CFO

Tue, 23/08/2016 - 09:53

Asset management consultancy Alpha FMC has appointed Adrian Keen as chief financial officer. »

Advisory Research adds Cupps investment team

Advisory Research adds Cupps investment team

Fri, 19/08/2016 - 09:21

The investment team of Chicago-based asset management firm Cupps Capital Management is joining Advisory Research. »

Blue Sky names new MD as founder Mark Sowerby steps down

Blue Sky names new MD as founder Mark Sowerby steps down

Fri, 19/08/2016 - 09:09

A decade after starting Blue Sky Alternative Investments, founder Mark Sowerby will hand over the reins to the company’s current chief operating officer, Robert Shand, on 30 September 2016. »

BMO Wealth Management expands enterprise wealth planning team

Fri, 19/08/2016 - 08:11

BMO Wealth Management has expanded its enterprise wealth planning team with the appointment of Jason Miller as national head of wealth planning, supported by four regional leaders of planning. »

Julius Baer appoints senior relationship manager

Thu, 18/08/2016 - 15:31

Julius Baer International in London has strengthened its UK team with the appointment of Julian Cooper from Barclays as senior relationship manager. »

Charles Stanley expands Leeds team

Thu, 18/08/2016 - 15:28

Wealth manager Charles Stanley has appointed Adam Martell as an investment adviser and chartered wealth manager in the firm’s Leeds office. »

Zedra appoints head of compliance in Jersey

Thu, 18/08/2016 - 08:46

Zedra has strengthened its leadership team with the appointment of Greg Murray as head of compliance in Jersey. »

Kestra Private Wealth Services appoints director of business development

Wed, 17/08/2016 - 08:50

Kestra Private Wealth Services, a registered investment adviser subsidiary of Kestra Financial, has appointed Tim Lewis as its director of business development. »

Nucleus hires Rachel Vahey as a product technical manager

Tue, 16/08/2016 - 13:26

Nucleus, the adviser-built wrap, has appointed Rachel Vahey as a product technical manager to boost its pensions and tax expertise. »

SLI adds to ESG team

SLI adds to ESG team

Mon, 15/08/2016 - 15:06

Standard Life Investments has strengthened its environmental, social and governance (ESG) investment team with the appointments of Marc Brammer and Sophie Rahm as responsible investment analysts.   »

EdenTree IM appoints co-manager on Amity International Fund

EdenTree IM appoints co-manager on Amity International Fund

Mon, 15/08/2016 - 14:54

EdenTree Investment Management has strengthened its global equity capabilities with the appointment of David Osfield (pictured). »

Vanguard appoints Carra Cote-Ackah to lead community service activities

Vanguard appoints Carra Cote-Ackah to lead community service activities

Mon, 15/08/2016 - 14:42

Vanguard is bringing together all of its Vanguard Gives Back community service activities, including its employee giving efforts, volunteer initiatives and a new philanthropic impact programme, Vanguard Capital for Kids, under the leadership of Carra Cote-Ackah. »

ScotiaFunds makes portfolio adviser changes

ScotiaFunds makes portfolio adviser changes

Mon, 15/08/2016 - 07:37

ScotiaFunds has made portfolio adviser changes to Scotia Global Balanced Fund, Scotia US Dividend Fund and Scotia Global Dividend Fund with the current manager 1832 Asset Management assuming portfolio adviser responsibility with immediate effect. »

LLBH Private Wealth Management names Jeff Fuhrman as president

Fri, 12/08/2016 - 10:35

LLBH Private Wealth Management has appointed Jeff Fuhrman as its president. »

Wells Fargo Advisors appoints David Kowach as president

Wells Fargo Advisors appoints David Kowach as president

Fri, 12/08/2016 - 07:12

David Kowach has been named president and head of Wells Fargo Advisors (WFA), the company’s national retail brokerage, effective immediately. »

Active Allocator appoints Brian D Jones as chief financial officer

Fri, 12/08/2016 - 07:06

Active Allocator, owner and operator of the portal ActiveAllocator.com has appointed Brian D Jones as chief financial officer and director. »

Joseph M Labella named retirement strategist for Voya Investment Management

Thu, 11/08/2016 - 14:17

Voya Investment Management has appointed Joseph M Labella as retirement strategist, based in New York. »

NewStar’s John Frishkopf to retire

NewStar’s John Frishkopf to retire

Thu, 11/08/2016 - 13:54

John Frishkopf, head of the asset management and treasury group at New Star Financial, is to retire from the company on 30 September 2016.  »

Brooks Macdonald appoints investment director in Taunton office

Thu, 11/08/2016 - 10:20

Brooks Macdonald has appointed Ben Mackie as an investment director, based in the firm’s Taunton office. »

Prospera Financial Services adds Cordatus Wealth Management as new affiliate

Wed, 10/08/2016 - 08:11

Prospera Financial Services has added Walter Meranze, Ken Dysart, Sean Gogola and Jay Bass of Pennsylvania-based Cordatus Wealth Management, bringing USD1.2 billion in assets under management. »

Jody Jenkins joins Fiduciary Trust as MD, trust counsel and regional office leader

Wed, 10/08/2016 - 07:08

Wealth management firm Fiduciary Trust Company had appointed Jody Jenkins as a managing director, trust counsel and regional office leader for Fiduciary Trust International of Delaware. »

WHIreland names head of global compliance

Tue, 09/08/2016 - 12:53

WHIreland has appointed Marc Cane as group head of compliance and risk. »

features

Special Reports

The Bahamas – Destination of choice

The Bahamas – Destination of choice

Mon, 08/08/2016 - 11:03

Guides

Guide to ETFs for Wealth & Asset Managers
Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

In Focus

Cameron Lilja

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

Profile

Simon Ruthers

Tax motivated investments gain traction

Wed, 18/05/2016 - 09:14

Interview

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