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Moves & Appointments

Matthew Granade to join Point72 Asset Management as Chief Marker Intelligence Officer

Matthew Granade to join Point72 Asset Management as Chief Marker Intelligence Officer

Fri, 31/07/2015 - 13:21

Matthew Granade has been named Chief Market Intelligence Officer at Point72 Asset Management (Point72). He will lead several of the Firm's unique research capabilities, including Canvas, Aperio, TRAC, and its team of economists. »

Nikko Asset Management deepens coverage in Asia with promotion of seasoned executives

Nikko Asset Management deepens coverage in Asia with promotion of seasoned executives

Fri, 31/07/2015 - 13:12

Deepening its commitment to the fast-growing Asian markets, Nikko Asset Management has promoted seasoned executives in Singapore and Hong Kong to lead client development and further strengthen its institutional and intermediary businesses throughout Asia. »

BTIG adds Steven Rockwell to investment banking team

BTIG adds Steven Rockwell to investment banking team

Fri, 31/07/2015 - 07:33

BTIG has appointed Steven Rockwell, CFA, as a Managing Director within its Investment Banking Group.  »

Kames Capital completes ‘Cheesegrater’ move

Kames Capital completes ‘Cheesegrater’ move

Wed, 29/07/2015 - 14:06

Kames Capital has completed the move of its London office to The Leadenhall Building, otherwise known as the ‘Cheesegrater.’ »

WE Family Offices adds Manuel Diaz

WE Family Offices adds Manuel Diaz

Wed, 29/07/2015 - 14:04

WE Family Offices, a family-focused wealth management firm, has added international private wealth executive Manuel Diaz to its team. »

Former Merrill Lynch advisor team joins Snowden Lane Partners

Former Merrill Lynch advisor team joins Snowden Lane Partners

Wed, 29/07/2015 - 14:00

Wealth advisors, Alex Bryer and Keith Mayo, have joined Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm, from Merrill Lynch. »

Mirae Asset Global Investments expands US mutual fund sales team

Mirae Asset Global Investments expands US mutual fund sales team

Wed, 29/07/2015 - 09:30

Mirae Asset Global Investments has hired four new wholesalers to help drive mutual fund growth in the United States. »

Bank of the West hires Doug Sherry as Chief Fiduciary Officer

Bank of the West hires Doug Sherry as Chief Fiduciary Officer

Wed, 29/07/2015 - 09:23

Personal trust executive Doug Sherry has joined Bank of The West’s Wealth Management Group as chief fiduciary officer. Sherry brings more than 20 years of experience, with extensive knowledge of fiduciary oversight and administration. »

AIG names Douglas Dachille CIO

AIG names Douglas Dachille CIO

Wed, 29/07/2015 - 09:14

Douglas A Dachille, Chief Executive Officer of First Principles Capital Management (First Principles), is to become Executive Vice President and Chief Investment Officer of AIG, succeeding William N Dooley, Executive Vice President, Investments, who is retiring. »

Jane Pearce joins Vistra Jersey as Managing Director

Jane Pearce joins Vistra Jersey as Managing Director

Tue, 28/07/2015 - 07:45

Vistra has appointed Jane Pearce as Managing Director of the firm’s Jersey Office. As MD, Pearce will lead the corporate, fund administration and private client trust business on the island. »

 Manulife Asset Management adds Jason Fromer as Head Currency Trader

Manulife Asset Management adds Jason Fromer as Head Currency Trader

Tue, 28/07/2015 - 07:44

Manulife Asset Management has hired Jason Fromer as Managing Director and Head Currency Trader, a new position at the firm.  »

March Asset Management appoints Miguel Ángel García Muñoz as CEO

March Asset Management appoints Miguel Ángel García Muñoz as CEO

Mon, 27/07/2015 - 14:14

March AM, the asset management arm of Spain’s last family owned bank, Banca March, has appointed Miguel Ángel García Muñoz as CEO. »

Ingenious Asset Management bolsters business development team

Ingenious Asset Management bolsters business development team

Mon, 27/07/2015 - 14:12

Ingenious Asset Management (Ingenious) has appointed George Moorey-Denham (pictured) as Business Development Manager for the South. In this new role, George is reporting to Sales Director, Craig Wright. »

Accudelta appoints new Senior VP Business Development Europe

Accudelta appoints new Senior VP Business Development Europe

Mon, 27/07/2015 - 13:59

Data management platform provider Accudelta has appointed Oonagh O’Mahoney (pictured) as the firm’s new Senior Vice President Business Development Europe.  »

Takuya Koyama, Nikko AM

Nikko AM appoints new leadership

Mon, 27/07/2015 - 13:56

Nikko Asset Management is bolstering its business development capability in the United States with the promotion of Fred DeSerio to serve as senior managing director, head of sales and co-head of the business for the Americas. »

Charles River expands Asia-Pacific operations with new Tokyo office

Charles River expands Asia-Pacific operations with new Tokyo office

Mon, 27/07/2015 - 13:55

Charles River has relocated to a new office in Tokyo to support continued growth in the Japanese market and meet increased client demand for the Charles River Investment Management Solution (Charles River IMS) delivered as a hosted service. »

Stanford Investment Group promotes two, hires three

Stanford Investment Group promotes two, hires three

Mon, 27/07/2015 - 07:34

Wealth management and financial planning firm Stanford Investment Group (SIG) has promoted Nayan Lapsiwala and Natalie Morrella while hiring Cliff Loh, Kaleb Paddock and Savannah Rotter, bringing the boutique firm's full-time employee count to 16.  »

Barings adds two to multi-asset team

Barings adds two to multi-asset team

Fri, 24/07/2015 - 14:42

Baring Asset Management has made two senior appointments to its global multi asset team, expanding the team to a total of 12 individuals with an average of twenty years investment experience. »

Ryan Hart joins Coquest as Director of Research, Portfolio Manager

Ryan Hart joins Coquest as Director of Research, Portfolio Manager

Fri, 24/07/2015 - 13:55

Ryan Hart has joined Coquest Inc as Director of Research and portfolio manager. Formerly with Altegris Advisors, Hart will find and perform due diligence on new managers to add to Coquest client portfolios. »

Adrien Pichoud appointed Chief Economist at SYZ Asset Management

Adrien Pichoud appointed Chief Economist at SYZ Asset Management

Fri, 24/07/2015 - 07:37

SYZ Asset Management, the asset management division of the SYZ Group, has appointed Adrien Pichoud as Chief Economist and a member of the firm’s Strategy Committee. »

Athena Capital Advisors makes senior executive promotions

Athena Capital Advisors makes senior executive promotions

Thu, 23/07/2015 - 13:45

Athena Capital Advisors, a registered investment advisor providing investment management, advisory, and external CIO services to private clients and institutions, has promote David Lynch to President of the firm.  »

Strawberry Invest strengthens team with appointment of Development Manager

Strawberry Invest strengthens team with appointment of Development Manager

Thu, 23/07/2015 - 13:40

Strawberry, the direct-to-consumer platform,has appointed Harry Webster as Development Manager. »

Bill Hagerty joins Pinnacle Financial Partners Board

Bill Hagerty joins Pinnacle Financial Partners Board

Thu, 23/07/2015 - 13:26

Bill Hagerty (pictured), co-founder and managing director of private equity investment firm Hagerty Peterson & Company, has been elected Pinnacle Financial’s board of directors. »

Allegheny Financial Group appoints new partner

Allegheny Financial Group appoints new partner

Thu, 23/07/2015 - 07:44

Allegheny Financial Group has announced the expansion of firm ownership to 13 with the addition of Mark A Manetti, CFP, to its Board of Directors. »

Permal builds out investment team

Permal builds out investment team

Wed, 22/07/2015 - 11:55

Alternative asset manager Permal Group has made three new senior hires: Terrence Purcell, EVP, Portfolio Management; Robert Discolo as EVP, Investments; and Marc Blieden, EVP, Chief Risk Officer.  »

Natixis expands in Latin America

Natixis expands in Latin America

Wed, 22/07/2015 - 11:47

Natixis is strengthening its presence in Latin America by building its business presence in both Corporate & Investment Banking (CIB) and Asset Management. Natixis plans to open an office in Colombia in 2015. »

Brian Riley joins First Republic

Brian Riley joins First Republic

Tue, 21/07/2015 - 13:26

Brian Riley, an investment executive with 19 years of experience, has joined First Republic Investment Management as Executive Vice President. »

Washington Wealth Management adds three former wirehouse advisors with approximately USD290m in total client assets

Washington Wealth Management adds three former wirehouse advisors with approximately USD290m in total client assets

Tue, 21/07/2015 - 11:33

Washington Wealth Management (WWM), an independent hybrid Registered Investment Advisor (RIA) supporting fee and commission-based independent advisor practices across the nation, today announced that wirehouse veterans David Hughes, Scott Sade and Jonathan Woods have affiliated with the firm after departing from Wells Fargo Advisors and Morgan Stanley respectively. »

Jeff Maurer

Evercore appoints McClintock as MD in Florida office

Mon, 20/07/2015 - 14:36

Evercore Wealth Management has appointed of Mark McClintock as a Managing Director and Portfolio Manager to the firm's Florida office. »

Bruce Ely Johnston

Thomas Miller Investments appoints business development director

Mon, 20/07/2015 - 14:33

Thomas Miller Investment has appointed Bruce Ely-Johnston (pictured) as Business Development Director, to help drive the growth of Thomas Miller Investment’s intermediary and private client propositions. »

MediaWatch WA awards 2015

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

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Wealth Adviser Awards 2015

Wealth Adviser Awards 2015

Thu, 21/05/2015 - 13:50

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