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Moves & Appointments

Jupai opens office in Hong Kong

Fri, 27/05/2016 - 21:56

Jupai Holdings Limited, a leading third-party wealth management service provider, has opened a Hong Kong office.  »

Harbottle & Lewis appoints two new partners

Fri, 27/05/2016 - 09:00

Harbottle & Lewis has appointed two new Partners – Chris Moorcroft (Private Client) and Sarah Lazarides (Technology, Media & Entertainment) – effective 1 June 2016. »

Dan Carter appointed manager of the Jupiter Japan Income Fund

Fri, 27/05/2016 - 09:00

Dan Carter has been appointed lead manager of the Jupiter Japan Income Fund, with immediate effect. Carter, who is currently Deputy Manager of the Fund will take over from Simon Somerville, who will be leaving Jupiter after eleven years. »

Janney adds five to fixed income team

Janney adds five to fixed income team

Fri, 27/05/2016 - 09:00

Janney Montgomery Scott has hired five new fixed income professionals – Alexandre Bouilloux, Matthew Giammarinaro, Christopher Gorman, Greg Lobo, and Richard Smith. »

Invesco Perpetual appoints Moore to Henley Fixed Interest team

Thu, 26/05/2016 - 09:49

Invesco Perpetual has appointed Thomas Moore to the Henley Fixed Interest investment team effective June 2016. »

Vanguard hires chief financial officer

Thu, 26/05/2016 - 09:48

Michael Rollings will join the USD3.5 trillion investment management firm Vangurad next month as Chief Financial Officer and head of its Finance Division. Rollings most recently served as Executive Vice President and Chief Financial Officer of MassMutual Financial Group.  »

IFSWF appoints State Street as Official Research Partner

IFSWF appoints State Street as Official Research Partner

Thu, 26/05/2016 - 09:40

The International Forum of Sovereign Wealth Funds (IFSWF) has appointed State Street as one its two official research partners. »

Miton adds to sales team

Tue, 24/05/2016 - 16:17

Miton Group has appointed Chris Hill as regional sales manager for the Midlands. Hill will be responsible for promoting Miton’s product range and will join the Miton sales team on Wednesday 8 June 2016. »

Ardan International appoints Andy Tinnion as Head of Business Development

Tue, 24/05/2016 - 09:41

Ardan International, the international wealth platform, today announced the appointment of Andy Tinnion as head of business development. »

Eaton Vance Funds appoint two new trustees

Eaton Vance Funds appoint two new trustees

Mon, 23/05/2016 - 09:38

The Boards of Trustees of the Eaton Vance mutual funds and closed-end funds have appointed Mark R Fetting and Scott E Wennerholm as independent Trustees, effective 1 September, 2016. »

ProEquities adds two senior executives to leadership team

Mon, 23/05/2016 - 09:37

Independent broker/dealer, ProEquities, a wholly owned subsidiary of Protective Life Corporation, has added Blaine Miller as Chief Supervision Officer and Steve Youhn as Chief Compliance Officer.  »

Lara Bird joins Woodsford Litigation Funding as an Investment Officer

Fri, 20/05/2016 - 15:39

Woodsford Litigation Funding has appointed Lara Bird as Investment Officer, reporting to Steven Friel, the firm’s Chief Investment Officer.  »

Evercore Wealth Management appoints Thomas Mahowald as Portfolio Manager

Fri, 20/05/2016 - 07:30

Evercore Wealth Management has appointed Thomas Mahowald as a Managing Director and Portfolio Manager in the firm's Minneapolis office. »

IW&I appoints James Bowles as business development director in Leeds office

Thu, 19/05/2016 - 16:24

Investec Wealth & Investment (IW&I) has appointed James Bowles to the new role of Business Development Director at its Leeds office. »

EY Partner Martin extends Channel Islands role

Thu, 19/05/2016 - 16:20

EY partner, Wendy Martin, has extended her role within the Channel Islands. Martin was promoted to tax partner in July last year and now enhances her role by taking over as head of tax for the firm, replacing Peter Willey who has recently returned to an EY team in the UK. »

Union Bank adds trio to private wealth management team

Thu, 19/05/2016 - 09:56

Simone Branigan, Ralph Dickman and Mary Murray have joined Union Bank’s Private Wealth Management team in California as Vice Presidents and Private Wealth Advisors.  »

T Rowe Price appoints Simon King to lead its client relationship management team

T Rowe Price appoints Simon King to lead its client relationship management team

Wed, 18/05/2016 - 15:46

T Rowe Price, the USD765 billion global asset manager, has strengthened its UK intermediary team with the appointment of Simon King to lead its client relationship management team that services fund selectors and global financial intermediaries. »

Dawn Doebler joins Bridgewater Wealth & Financial Management

Wed, 18/05/2016 - 09:43

Bridgewater Wealth & Financial Management has appointed Dawn Doebler, CPA, CFP, CDFA as a Senior Wealth Advisor and Director of Education. »

Regions Bank names Kate Randall Danella as Head of Private Wealth Management

Wed, 18/05/2016 - 09:00

Regions Bank has named Kate Randall Danella head of Private Wealth Management, a division of the Regions Wealth Management Group. »

Sriyan Pietersz joins Matthews Asia as Investment Strategist

Sriyan Pietersz joins Matthews Asia as Investment Strategist

Wed, 18/05/2016 - 09:00

Matthews Asia (Matthews) has appointed Sriyan Pietersz as Investment Strategist. »

Manulife Asset Management makes senior UK & Ireland distribution appointments

Manulife Asset Management makes senior UK & Ireland distribution appointments

Tue, 17/05/2016 - 15:28

Manulife Asset Management has named Martin Powis and Alan Burnett to new distribution roles for the UK & Ireland, based out of the firm's London office.  »

Snowden Lane Partners forms Veritas Private Wealth Group in New York City

Tue, 17/05/2016 - 09:31

Joseph Hubbell has joined Snowden Lane Partners from Merrill Lynch and has been appointed Partner and Managing Director in its New York City headquarters. Hubbell is merging his USD100 million practice with Snowden Lane’s Clinton-Pedrena Group, composed of Partners and Managing Directors, Jesse Clinton and Phil Pedrena, to form the Veritas Private Wealth Group, an advisor team of four professionals that will serve more than USD370 million in client assets. »

Joe Calabrese appointed National Head of Investments for Key Private Bank

Tue, 17/05/2016 - 09:13

KeyCorp has appointed Joe Calabrese as National Head of Investments for Key Private Bank.  »

Nuveen hires Bill Stout to drive alternative investments growth

Nuveen hires Bill Stout to drive alternative investments growth

Tue, 17/05/2016 - 09:11

Nuveen Investments, an operating division of TIAA Global Asset Management, has appointed Bill Stout as Managing Director and Head of Alternative Investments Business Development.  »

Russell Investments launches GCS&R team

Russell Investments launches GCS&R team

Fri, 13/05/2016 - 21:13

Russell Investments has formed a new team within its investment division – The Global Client Strategy & Research (GCS&R) team – which is charged with integrating the firm’s full breadth of asset allocation expertise across regions and businesses, enhancing its ability to design innovative strategies for multi-asset solutions. »

Man and woman shaking hands

Rothschild Asset Management expands large cap investment team

Fri, 13/05/2016 - 11:06

Rothschild Asset Management has appointed Tiffany Li as Vice President. She has joined the firm’s large cap equity investment team as a Technology Analyst.  »

SC Distributors appoints Chris Gabrielsen as Eastern Divisional Sales Manager, Vice President

Thu, 12/05/2016 - 15:47

SC Distributors (SCD), a wholesale distribution organisation designed to connect financial intermediaries with high quality alternative investment products, has appointed Chris Gabrielsen as Eastern Divisional Sales Manager, Vice President. »

Jason Leupold Joins 361 Capital

Thu, 12/05/2016 - 09:48

361 Capital an investment firm specialising in alternative mutual funds, has named Jason Leupold as its new Vice President of Trading and Research. »

Third Financial Software appoints new head of business development and relationship management

Thu, 12/05/2016 - 09:45

Wealth management software house, Third Financial, has appointed Roxanne Afzali as Head of Business Development and Relationship Management.  »

Matthew Elderfield appointed Head of Group Compliance at Nordea

Matthew Elderfield appointed Head of Group Compliance at Nordea

Wed, 11/05/2016 - 10:04

Nordea has appointed Matthew Elderfield (50) as Head of Group Compliance and a member of Group Executive Management. He will join Nordea on 9 November 2016 at the latest. »

features

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

In Focus

Cameron Lilja
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

listingsdirectory
UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
Calastone
Mon, 29/02/2016 - 15:20
training
Wed, 08/06/2016   - London
Mon, 13/06/2016   - London
specialreports
other gfm publications