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Moves & Appointments

Will Cameron

JTC appoints new head of Fareham office

Wed, 04/03/2015 - 10:00

Independent corporate, fund and private client services provider JTC has appointed Will Cameron (pictured) in a Director role as the Head of the firm’s Fareham office »

man with megaphone

RMB Wealth Management promotes Seth Davis and Michele Francisco to partner

Wed, 04/03/2015 - 09:00

Senior wealth manager Seth Davis, CFP and senior wealth advisor Michele Francisco, CFP have been promoted to partner at RMB Wealth Management. »

hand shake

Stephen Mitchell to manage Jupiter Global Managed Fund

Mon, 02/03/2015 - 10:30

Stephen Mitchell, who joined Jupiter in February as Head of Strategy, Global Equities, is to take on the management of the Jupiter Global Managed Fund from 2 March 2015.  »


State Street to service USD93.6bn in assets for Hartford Funds

Fri, 27/02/2015 - 20:00

State Street Corporation has been appointed by Hartford Funds to assist in providing custody and accounting services for USD93.6 billion in assets under management. »


Ray Iler joins EY Wealth & Asset Management

Fri, 27/02/2015 - 19:30

Ray Iler, former regional leader of Deloitte's hedge fund practice on the West Coast, has joined the Financial Services Organization's Wealth & Asset Management practice of Ernst & Young. »

open door

Covenant expands wealth management firm to Oklahoma City

Fri, 27/02/2015 - 18:30

Covenant Multifamily Offices has opened a new office in Oklahoma City. The move follows the firm’s acquisition of Covenant Financial Services’ wealth management practice on 10 February. »

two fingers

Arbuthnot Latham appoints two to new new commercial banking business

Fri, 27/02/2015 - 17:30

Arbuthnot Latham & Co has appointed Rob Stapledon and Michele Coomber to its new commercial banking business specialising in and focussing on the media sector.  »

man lifting weights

Evenlode adds analyst to investment team

Thu, 26/02/2015 - 18:30

Oxfordshier-based independent fund manager Evenlode has strengthened its investment team with the addition of analyst Chris Elliott. »

hands shaking

Hargreave Hale to open Norwich office  

Mon, 23/02/2015 - 15:30

Hargreave Hale will open a Norwich office following the appointment of two investment managers, Richard Larner and Paul Pearce, who will both join the firm from Brewin Dolphin. »

man with megaphone

Williams Asset Management names Nicholas Ibello as wealth manager

Mon, 23/02/2015 - 10:30

Williams Asset Management has appointed Nicholas A Ibello as Wealth Manager, Associate Vice President. Ibello brings five years of industry experience to Williams Asset Management. »


Legg Mason hires seasoned ETF professionals

Thu, 19/02/2015 - 11:30

Legg Mason has hired Rick Genoni and Brandon Clark to lead the firm's strategy in the ETF product category.   »

Latin America map

DeAWM adds senior market head to cover Latin America

Thu, 19/02/2015 - 10:45

Deutsche Asset & Wealth Management (Deutsche AWM) has appointed Santiago Trigo as a Managing Director and Market Head for the combined region of Southern Cone and Andean.  »


PineBridge Investments appoints Anik Sen as Global Head of Equities

Wed, 18/02/2015 - 12:30

Multi-asset class investment manager PineBridge Investments has appointed Anik Sen as Global Head of Equities, effective immediately.  »

thumbs up

Lewis Kaufman joins Artisan Partners

Wed, 18/02/2015 - 10:30

Artisan Partners Asset Management has recruited Lewis Kaufman to start a new autonomous investment team –  the firm’s seventh in total.  »

man with megaphone

LAM adds Jamison to portfolio management team

Wed, 18/02/2015 - 10:15

Industry veteran Michael Jamison has joined Lebenthal Asset Management (LAM), the asset management division of Lebenthal Holdings, as a portfolio manager.  »

people climbing up ladders

Canaccord Genuity Wealth Management increases commitment to intermediary community

Wed, 18/02/2015 - 09:00

Following hot on the heels of the appointments of both Sean Taylor, Head of Intermediary Sales, and Andrew Clotworthy, Intermediary Sales Director, Canaccord Genuity Wealth Management has appointed Nick Muir as Intermediary Investment Director in London with immediate effect.   »


Absolute Return Partners adds to research team with hire of Railpen’s Alison Lépine

Mon, 16/02/2015 - 21:00

Alternative asset manager and investment adviser, Absolute Return Partners (ARP) has strengthened its research team with the appointment of Alison Major Lépine as investment manager.  »

four fingers

BNPIP adds to equity capabilities

Mon, 16/02/2015 - 16:30

BNP Paribas Investment Partners (BNPIP) has appointed four senior global equity managers to build a new institutional Global Equity capability.   »

three fingers

IA Clarington makes portfolio manager changes on three funds

Mon, 16/02/2015 - 10:30

IA Clarington Investments is to appoint three portfolio managers to replace the current sub-advisor on the IA Clarington Tactical Income Fund, IA Clarington Tactical Bond Fund and IA Clarington Global Tactical Income Fund. »

two fingers

Millennium makes management appointments in Alternative Solutions Group

Fri, 13/02/2015 - 20:00

Millennium Trust Company, a provider of alternative asset custody solutions to institutions, advisors and individuals, has made two promotions within its Alternative Solutions Group.  »

Italy flag

SGSS in Italy appoints Head of Financial Institutions and Brokers

Fri, 13/02/2015 - 10:30

Societe Generale Securities Services in Italy (SGSS) has appointed Cristina Belotti as Head of Financial Institutions and Brokers.  »

board table

Envestnet appoints James L Fox and Gregory A Smith to board of directors

Thu, 12/02/2015 - 09:00

Envestnet has appointed James L Fox and Gregory A Smith to its Board of Directors and as members of each of the Audit Committee and Nominating and Governance Committee, effective 4 February. »

Information sign

BMO makes changes to portfolios

Thu, 12/02/2015 - 06:00

Thornburg Investment Management is to be replaced as sub-advisor for BMO Private International Equity Portfolio by BMO Asset Management Corp, effective 17 April. »

Boston Mass.

Colony Group opens second office in Massachusetts

Wed, 11/02/2015 - 09:00

The Colony Group has opened a new office in Norwell, Massachusetts to support its growing client base and advisor talent in New England.   »


BlackRock appoints Deborah Winshel to lead Impact Investing Platform

Tue, 10/02/2015 - 13:30

BlackRock has appointed Deborah Winshel as a Managing Director and global head of impact investing.  »

hand shake

IFAM Capital joins Focus Financial Partners

Tue, 10/02/2015 - 09:00

IFAM Capital Advisors has now joined Focus Financial Partners (Focus) as a full partner.  »

London offices

Brooks Macdonald grows managed portfolio service team with senior appointment

Mon, 09/02/2015 - 18:45

Brooks Macdonald Asset Management (BMAM) has appointed Jim Mackie as investment management director in the firm’s Managed Portfolio Service (MPS) team in London. »

hand shake

Argonaut Capital adds former Middlesex cricket captain to sales team

Mon, 09/02/2015 - 15:45

Specialist European equity boutique, Argonaut Capital, has boosted its sales capabilities with the addition of Ben Hutton. »

hands shaking

OppenheimerFunds appoints Eric Meltzer as CTO

Mon, 09/02/2015 - 09:00

OppenheimerFunds announced today that  »

hands shaking

Evercore Wealth Management promotes portfolio manager Pollak to partner

Thu, 05/02/2015 - 21:30

Evercore Wealth Management has promoted portfolio manager Brian Pollak to partner. »

Special report
Switzerland Hedge Fund Services 2015

Switzerland Hedge Fund Services 2015

Tue, 24/02/2015 - 19:14

New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversification opportunities... »

Richard Hoey, BNY Mellon

Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to  BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook.  ... »


Nominations for the 3rd edition of the Wealth Adviser Awards, which recognise excellence among wealth managers and service providers including trust companies, law and accounting firms, is now open. The Awards will be presented at a lunch ceremony in London. ... »

Special report
Lyxor Asset Management - Why trend-following strategies are back on track

This Hedgeweek Special Report explains not only why managed futures should be reconsidered by investors, but also how a more effective risk allocation strategy can benefit investor portfolios in both correlated and non-correlated markets... »


Watch out for a bounce in the euro

Tue, 03/02/2015 - 12:05

Following recent dips in the Euro, Jeff Keen, fund manager at Waverton Investment Management, offers his view on why it will rebound… ... »

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