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Moves & Appointments

Deutsche Bank appoints head of Americas equity derivatives

Deutsche Bank appoints head of Americas equity derivatives

Fri, 28/04/2017 - 09:52

Deutsche Bank has appointed David Silber as head of Americas equity derivatives and Eoin Milligan as a director in equities. »

Berenberg hires CIO and head of small and mid cap team

Fri, 28/04/2017 - 09:07

Matthias Born has joined Berenberg as chief investment officer equities while Peter Kraus is taking over the small and mid cap team at Berenberg Wealth and Asset Management. »

AXA makes regional VP appointments in retirement plan services division

Fri, 28/04/2017 - 09:05

AXA has made four regional vice president appointments for AXA Retirement 360 in its retirement plan services division. »

Cambridge Trust Company names SVP wealth management

Thu, 27/04/2017 - 08:42

Cambridge Bancorp and its subsidiary Cambridge Trust Company have appointed Sara Cohn Sarkis as senior vice president and client adviser in the bank’s wealth management group. »

Bijan Foroodia, MPI

MPI appoints head of EMEA operation

Wed, 26/04/2017 - 12:48

Markov Processes International (MPI), a fintech provider of tools and services for analysing investment performance and risk, has appointed Bijan Foroodian (pictured) as managing director of EMEA. »

Gary Tenkman, Ultimus

Ultimus Fund Solutions appoints director of fund servicing

Wed, 26/04/2017 - 09:54

Ultimus Fund Solutions, an independent provider of mutual fund, pooled investment and middle office services, has appointed Bill Tomko as an executive vice president, director of fund servicing. »

Greg Franks, Snowden Lane

Snowden Lane Partners expands into San Antonio

Wed, 26/04/2017 - 09:50

Snowden Lane Partners, an independent, adviser-owned, wealth advisory firm, has added a strategic management group in San Antonio, Texas, which will be the firm’s ninth location in the US. »

BakerHostetler adds tax partner in Atlanta

Wed, 26/04/2017 - 07:13

International and domestic tax attorney Mark Lange has joined BakerHostetler as a partner in its tax group, becoming the first tax attorney in the firm’s Atlanta office. »

Sandaire appoints COO

Tue, 25/04/2017 - 13:24

UK-based multi-family office Sandaire has appointed Andrew Waldren as chief operating officer (COO). »

Mann joins board of Momentum UK

Tue, 25/04/2017 - 13:23

Global investment firm Momentum UK has appointed Peter Mann as non-executive board director. »

Lombard International appoints global director of human resources

Tue, 25/04/2017 - 13:21

Lombard International, a provider of wealth structuring solutions, has appointed Sandra Locke to the new role of executive vice president, global director of human resources »

HilltopSecurities adds to private client group

Tue, 25/04/2017 - 08:39

HilltopSecurities has appointed Victor F Medina to the firm’s private client group as senior vice president, branch manager in its new wealth management office in Fort Worth, Texas. »

Athena appoints MD to head up NYC office

Tue, 25/04/2017 - 08:26

Athena Capital Advisors, a privately owned, independent registered investment adviser serving private clients, foundations and endowments, has appointed Douglas Cohen as a managing director leading the firm’s New York City office. »

Hermes appoints head of fixed income

Hermes appoints head of fixed income

Mon, 24/04/2017 - 14:27

Hermes Investment Management has appointed Andrew Jackson as head of fixed income, reporting to Eoin Murray, head of investment. »

Tilney adds financial planner in Bristol

Mon, 24/04/2017 - 14:25

UK investment management and financial planning group Tilney has continued with its recruitment drive with the addition of Darren Steadman as a financial planner. »

Colleen McMorrow, LOGiQ

LOGiQ makes appointments to board of directors

Mon, 24/04/2017 - 08:48

LOGiQ Asset Management has appointed Colleen McMorrow and the Honourable Joe Oliver to its board of directors, effective 21 April 2017. »

Citi Private Bank makes appointments in Asia Pacific

Thu, 20/04/2017 - 10:24

Citi Private Bank has appointed Roger Bacon as head of investments for Asia Pacific and Adam Proctor as head of managed investments and advisory for Asia Pacific. »

McDonnell hires senior fixed income research analyst

McDonnell hires senior fixed income research analyst

Thu, 20/04/2017 - 08:57

McDonnell Investment Management has appointed James LeBuhn as vice president-senior fixed income analyst. »

Peter J Deakos, Dearborn Partners

Dearborn Partners hires investment manager

Thu, 20/04/2017 - 08:55

Dearborn Partners, an independent Chicago investment management firm, has added investment manager Peter J Deakos to its team. »

Martin Bloch, Principal

Principal opens Swiss office

Wed, 19/04/2017 - 14:47

Principal Global Investors has expanded its presence in Europe with the opening of an office in Zurich. »

Weitz names co-CIO and director of equity research

Wed, 19/04/2017 - 11:00

Weitz Investment Management has promoted Brad Hinton to co-chief investment officer and Drew Weitz to director of equity research. »

Falcon Group appoints chief risk officer

Wed, 19/04/2017 - 10:59

Falcon Group has appointed Bruno Meyer as chief risk officer and member of its executive board, effective 1 July 2017. »

Boodle Hatfield promotes Mark Lindley to partner

Tue, 18/04/2017 - 14:05

Law firm Boodle Hatfield promoted Mark Lindley to partner.  »

Voya appoints head of business development for Pomona Investment Fund

Thu, 13/04/2017 - 09:03

Voya Investment Management has hired Bob Alderman as head of business development for the Pomona Investment Fund (PIF) on behalf of Pomona Capital, a Voya affiliate.  »

Adam Brown, GAM

GAM appoints global head of marketing

Wed, 12/04/2017 - 09:58

GAM has appointed Adam Brown as global head of marketing, effective from 3 July 2017. »

Thomas Fortin, iCapital Network

iCapital Network appoints COO

Tue, 11/04/2017 - 08:59

iCapital Network, a financial technology platform focused on democratising access to alternative investments for high-net-worth investors and their financial advisers, has appointed Thomas Fortin as managing partner and chief operating officer (COO). »

William Blair expands private wealth management in New York

Tue, 11/04/2017 - 08:57

William Blair, a global investment banking and asset management firm, has added three financial advisers to its New York office on 5th Avenue. »

Toby Hoden, Russell Investments

Russell Investments appoints chief marketing officer

Tue, 11/04/2017 - 08:41

Global asset manager Russell Investments has appointed Toby Hoden as chief marketing officer (CMO). »

Myddleton Croft promotes investment manager

Mon, 10/04/2017 - 10:09

Leeds-based boutique investment firm Myddleton Croft has promoted Robert Feather to the position of senior investment manager. »

Simon Mackenzie, Intertrust

Intertrust promotes four client-facing directors

Mon, 10/04/2017 - 08:53

Intertrust has four new client-facing directors following a recent set of promotions within the firm.  »


In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 08:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 15:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 14:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 10:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 11:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 13:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 15:43

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