Sign up for free newsletter

 

Moves & Appointments

Wedlake Bell expands corporate team

Wedlake Bell expands corporate team

Fri, 04/09/2015 - 12:26

London Law firm Wedlake Bell has recruited corporate and financial services Partner, Rosalyn Breedy (pictured) to its corporate team. Breedy joins the firm from Forsters LLP.   »

SGPB appoints new head for Luxembourg business

SGPB appoints new head for Luxembourg business

Fri, 04/09/2015 - 09:16

Societe Generale Private Banking (SGPB) has appointed Jeanne Duvoux (pictured) as Head of its activities in Luxembourg and Deputy Head of Societe Generale Bank & Trust. Her appointment became effective 1 September. »

Fairstone joins APFA

Fairstone joins APFA

Thu, 03/09/2015 - 13:10

Fairstone Financial Management has joined the Association of Professional Advisers (APFA), the representative body for the financial adviser profession. »

Ashburton Investments bolsters distribution team with appointment of Tim Townsend

Ashburton Investments bolsters distribution team with appointment of Tim Townsend

Thu, 03/09/2015 - 13:09

Ashburton Investments has bolstered its Distribution Team in the Channel Islands by appointing Timothy Townsend (pictured) as Intermediary Distribution Executive.   »

EdenTree Investment Management appoints UK Equity Growth Fund manager

EdenTree Investment Management appoints UK Equity Growth Fund manager

Thu, 03/09/2015 - 09:17

EdenTree Investment Management (EIM) has strengthened its team by appointing a new fund manager to run its UK Equity Growth Fund. »

Signature Family Wealth Advisors appoints CIO

Signature Family Wealth Advisors appoints CIO

Wed, 02/09/2015 - 13:34

Virginia-based Signature Family Wealth Advisors has appointed David Jallits as Chief Investment Officer. In his role, Jallits will be primarily responsible for leading the firm's investment strategy and research team.  »

Allianz Life promotes Todd Hedtke to SVP, CIO

Allianz Life promotes Todd Hedtke to SVP, CIO

Wed, 02/09/2015 - 10:25

Allianz Life Insurance Company has promoted Todd Hedtke (pictured) to senior vice president and chief investment officer for Allianz Investment Management (AIM) US. »

Sprott hires Dennis Mitchell as Senior Portfolio Manager and Senior Vice President

Sprott hires Dennis Mitchell as Senior Portfolio Manager and Senior Vice President

Wed, 02/09/2015 - 07:54

Sprott Asset Management has appointed Dennis Mitchell as Senior Portfolio Manager and Senior Vice President, pending regulatory approval.  »

Cornerstone joins LPL Financial’s broker-dealer platform

Cornerstone joins LPL Financial’s broker-dealer platform

Tue, 01/09/2015 - 14:36

Cornerstone Wealth Strategies (Cornerstone) has joined LPL’s broker-dealer platform and will provide fee-based advisory services through Financial Advocates Investment Management, an independent RIA on LPL’s hybrid RIA platform.  »

Kate Randall Danella named wealth strategy and effectiveness executive for Regions Wealth

Kate Randall Danella named wealth strategy and effectiveness executive for Regions Wealth

Mon, 31/08/2015 - 10:27

Kate Randall Danella (pictured) has joined the Regions Bank and will serve as Wealth Strategy and Effectiveness Executive for Regions Wealth Management. »

Sabrina Bailey named Global Head of Defined Contribution at Northern Trust Asset Management

Sabrina Bailey named Global Head of Defined Contribution at Northern Trust Asset Management

Fri, 28/08/2015 - 07:52

Sabrina Bailey (pictured) has joined Northern Trust Asset Management as Global Head of Defined Contribution, a new position created to strengthen Northern Trust’s strategic focus on its growing retirement solutions business.  »

Bill Peressini named CEO of Hancock Natural Resource Group

Bill Peressini named CEO of Hancock Natural Resource Group

Fri, 28/08/2015 - 07:50

Bill Peressini (pictured) has been named Chief Executive Officer of the Hancock Natural Resource Group (HNRG). »

Adamas makes three key hires

Adamas makes three key hires

Wed, 26/08/2015 - 14:33

Hong Kong-based Adamas Asset Management has made three key hires to support growth of the firm’s presence in Europe and its private credit team.  »

EQ bolsters corporate benefits team with new hire

EQ bolsters corporate benefits team with new hire

Wed, 26/08/2015 - 14:31

EQ Investors (EQ), the boutique wealth manager led by John Spiers, has appointed Hayley Jarvis (pictured) as a consultant within its corporate benefits team.  »

RBC Global Asset Management appoints new head of Asia-Pacific region

RBC Global Asset Management appoints new head of Asia-Pacific region

Tue, 25/08/2015 - 14:04

RBC Global Asset Management (RBC GAM), the asset management division of Royal Bank of Canada (RBC), has appointed Ken Tam as Managing Director and Head of Asia for RBC Investment Management (Asia) Limited.  »

ITPM hires Tristan Edwards as Senior Trading Mentor

ITPM hires Tristan Edwards as Senior Trading Mentor

Tue, 25/08/2015 - 14:02

The Institute of Trading and Portfolio Management (ITPM) has appointed fund manager and ex-Goldman Sachs and Brevan Howard trader Tristan Edwards as a Senior Trading Mentor in Australia and New Zealand.   »

 Natixis Global Asset Management announces new distribution and investment operations in Canada

Natixis Global Asset Management announces new distribution and investment operations in Canada

Tue, 25/08/2015 - 07:46

Natixis Global Asset Management has announced organisational changes at NexGen Financial. NexGen, now known as NGAM Canada, will continue to serve Canadian financial advisors and their clients through their growing line-up of innovative mutual fund products.  »

Mirabaud Asset Management acquires European small and mid cap equity team

Mirabaud Asset Management acquires European small and mid cap equity team

Mon, 24/08/2015 - 14:36

Ken Nicholson (pictured) is to join Mirabaud Asset Management in September to manage European small and mid cap equity portfolios.  »

Nine PIMCO closed-end funds announce portfolio manager addition

Nine PIMCO closed-end funds announce portfolio manager addition

Mon, 24/08/2015 - 07:46

Nine PIMCO closed-end funds have added David Hammer as co-Portfolio Manager, sharing responsibilities with current Portfolio Manager Joseph Deane. »

Catella reinforces wealth management team in Luxembourg

Catella reinforces wealth management team in Luxembourg

Fri, 21/08/2015 - 13:50

Dennis Nygren (pictured) has been appointed to head Catella’s Wealth Management in Luxembourg.  »

Nancy Tengler named CIO for Private Client Services at Heartland Financial

Nancy Tengler named CIO for Private Client Services at Heartland Financial

Fri, 21/08/2015 - 09:27

Heartland Financial USA has appointed Nancy Tengler, Senior Vice President and Market Leader of Arizona Bank & Trust’s Wealth Advisory Services in Phoenix, as Chief Investment Officer for the firm’s Private Client Services division. »

Strategic philanthropy expert joins Bank of the West's Wealth Management Group

Strategic philanthropy expert joins Bank of the West's Wealth Management Group

Fri, 21/08/2015 - 09:26

Julie Shafer (pictured) has joined Bank of The West’s Wealth Management Group as head of the Strategic Philanthropy and Purpose Investing offering. »

Man with loud hailer

Brookwood promotes Miles B Janich

Thu, 20/08/2015 - 15:45

Brookwood Financial Partners has promoted Miles B Janich to Senior Vice President of Brookwood Securities Partners, the comany’s registered broker-dealer. »

Wedbush Securities appoints Paul Edwards as Head of Retail Municipal Trading in Private Client Services

Wedbush Securities appoints Paul Edwards as Head of Retail Municipal Trading in Private Client Services

Thu, 20/08/2015 - 15:40

Wedbush Securities has appointed Paul M Edwards as Head of Retail Municipal Trading for Private Client Services (PCS). He is located in the Wedbush corporate office in downtown Los Angeles. »

Hermes strengthens sales presence in Asia-Pacific

Hermes strengthens sales presence in Asia-Pacific

Wed, 19/08/2015 - 15:10

Hermes Investment Management has expanded its sales presence in Asia with the appointment Brian Sng (pictured) as Manager, Business Development.  »

SLI receives first funds from Alpha Fund Managers

SLI receives first funds from Alpha Fund Managers

Wed, 19/08/2015 - 14:57

Multi-manager Alpha Fund Managers has become the first Australian investor in the Standard Life Investments Absolute Return Global Bond Strategies Trust (ARGBS). »

Marzano Capital joins LPL Financial broker-dealer platform

Marzano Capital joins LPL Financial broker-dealer platform

Wed, 19/08/2015 - 07:50

Marzano Capital Group has joined the LPL Financial broker-dealer platform and will provide fee-based advisory services through Independent Advisor Alliance (IAA), an independent RIA  group that serves financial advisors in the Carolinas on LPL’s hybrid RIA platform.  »

Tim Burke joins VisionQuest Wealth Management

Tim Burke joins VisionQuest Wealth Management

Tue, 18/08/2015 - 14:40

VisionQuest Wealth Management has appointed Tim Burke as Managing Director of service activities in Orlando, Florida. Burke formerly served as Internal Wholesaler from CNL Financial Group in Orlando. »

Nuveen Investments hires multi-asset class solutions expert Derek Sasveld

Nuveen Investments hires multi-asset class solutions expert Derek Sasveld

Tue, 18/08/2015 - 14:33

Nuveen Investments has hired Derek Sasveld as Managing Director, Head of Multi-Asset Class Solutions. »

Imagineer Technology Group hires AJ Herold

Imagineer Technology Group hires AJ Herold

Tue, 18/08/2015 - 09:37

Imagineer Technology Group has added AJ Herold (pictured) as a Senior Business Development Consultant to the firm’s team. »

MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

features
Special report
Guide to ETFs for Asset & Wealth Managers

This etfexpress Guide to ETFs, produced specifically for wealth and asset managers, unravels the myriad benefits of including and using ETFs and ETPs within client portfolios... »

Special report
State Street Global Advisors – Volatility and the benefits of downside protection strategies

State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »

Special report
Wealth Adviser Awards 2015

Wealth Adviser Awards 2015

Thu, 21/05/2015 - 13:50

The Wealth Adviser Awards 2015 were determined by the votes of Wealth Adviser's readers, who include wealth managers, IFAs, fund managers, family offices, law firms, accounting firms and other industry professionals. This Special Report includes the full list of winners plus links to video footage of the Awards... »

Special report
Commodities 2015: The outlook for investors

Investing in commodities can yield handsome returns, but investors need to focus sharply on timing and diversify their portfolios away from traditional safe havens and into sectors such as agriculturals and products such as ETFs. As one expert reveals in this special report, "Gold is not the only yellow commodity one should have in their portfolio"... »

latestjobs
Institutional EM Sales - NYC

Fri, 04 Sep 2015 00:00:00 GMT

CIB Syndications Analyst

Fri, 04 Sep 2015 00:00:00 GMT

Senior Model Validation Quant

Fri, 04 Sep 2015 00:00:00 GMT

events
3 days 20 hours from now - New York
4 days 20 hours from now - New York
1 week 2 days from now - London
1 week 3 days from now - California
specialreports