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Moves & Appointments

Bill Stout, Nuveen

Nuveen expands alternatives business development team

Wed, 22/03/2017 - 16:51

Global investment manager Nuveen is expanding its alternative investments business development capabilities with the hire of James Wing and Michael Welch. »

Quilter Cheviot adds to MPS team

Wed, 22/03/2017 - 16:48

Quilter Cheviot, part of Old Mutual Wealth, has appointed investment manager Antony Webb to its London-based managed portfolio service (MPS) team. »

Timothy Bitsberger, TCW

TCW appoints senior account manager in client services

Wed, 22/03/2017 - 14:03

Asset management firm The TCW Group has appointed Timothy Bitsberger as a managing director and senior account manager in the firm’s client services group. »

Stuart Lawrence, Principal Global Investors

Principal hires senior equity trader in London

Wed, 22/03/2017 - 10:26

Principal Global Investors has appointed Stuart Lawrence as senior equities trader in the firm’s global trading team. »

Adam Tindall, AMP Capital

AMP Capital makes changes to leadership team

Wed, 22/03/2017 - 10:09

AMP Capital has made a number of changes to its leadership team, designed to better support clients and the firm’s future growth in key asset classes and regions. »

Kay Scherf, La Française

La Francaise adds to Frankfurt-based team

Tue, 21/03/2017 - 10:23

La Française has appointed Kay Scherf as head of sales – securities for Germany. »

NEPC adds three senior hires to private wealth business group

Tue, 21/03/2017 - 09:17

NEPC has hired three professionals to augment the firm’s private wealth business practice. »

Ghislaine Little, SBC London

SBC London launches corporate consulting services division

Mon, 20/03/2017 - 10:15

City-based corporate reputation and communications firm SBC London has launched a dedicated corporate consulting services division, headed up by Ghislaine Little, formerly of UBS Wealth Management. »

Bruderman appoints managing director

Fri, 17/03/2017 - 09:41

Bruderman Asset Management, a family-owned financial services firm, has appointed Stephanie Torosian as managing director of wealth planning and family office services. »

Harbour International Trust appoints development director

Harbour International Trust appoints development director

Thu, 16/03/2017 - 09:21

Harbour International Trust Company has appointed Randall Krebs as development director. »

JOHCM'S Wood to retire

JOHCM'S Wood to retire

Wed, 15/03/2017 - 13:31

John Wood, lead manager of J O Hambro Capital Management’s JOHCM UK Opportunities Fund, is to retire from the investment management industry on 30 September 2017. »

Tilney adds two to business development team

Wed, 15/03/2017 - 09:58

UK investment management group Tilney has made two appointments to its business development team. »

Tilney adds financial planner in Chelmsford office

Tue, 14/03/2017 - 10:57

Wealth manager Tilney has continued its recruitment drive with the recruitment of Tony Linnane as a financial planner in the firm’s Chelmsford office. »

Lombard International Assurance appoints head of French market

Tue, 14/03/2017 - 10:54

Lombard International Assurance, a provider of wealth structuring solutions, has appointed David Liebmann as head of French market. »

Greg Franks, Snowden Lane

Snowden Lane adds Kirby-Hayes Group from Merrill Lynch

Mon, 13/03/2017 - 09:25

Former Merrill Lynch advisers Ryan Kirby and Christopher Hayes have joined independent, adviser-owned wealth advisory firm Snowden Lane Partners as the Kirby-Hayes Group in Salisbury, Maryland. »

John Yule, T Rowe Price

T Rowe Price hires trio to UK intermediary business

Fri, 10/03/2017 - 09:36

T Rowe Price has strengthened its UK intermediary team with the addition of three experienced hires. »

Citi Private Bank adds to Seattle office

Fri, 10/03/2017 - 09:34

Jorge Valcarcel has joined Citi Private Bank’s Seattle team as an investment counsellor serving ultra-high net worth clients, reporting to Michael Remak, head of the western region north investments team. »

Philip Yuzpe, Sentry Investments

Sentry Investments adds two senior portfolio managers

Wed, 08/03/2017 - 10:05

Sentry Investments has added two senior portfolio managers to its investment team. »

Nick Tompras, ACR Alpine Capital Research

ACR Alpine Capital Research hires two portfolio managers

Wed, 08/03/2017 - 08:46

ACR Alpine Capital Research, a value-oriented asset management firm, has appointed Neel Shah and Mark Unferth as portfolio managers. »

Merrill Lynch team joins Janney Montgomery Scott

Tue, 07/03/2017 - 10:41

Janney Montgomery Scott has added senior vice president Noah Doyle and vice president Charles Princiotto, formerly associated with Merrill Lynch, to its team. »

Sara Mitchell, Chubb

Chubb adds to senior management team in UK and Ireland

Tue, 07/03/2017 - 10:32

Chubb has appointed two new senior management team members in the UK and Ireland. »

Bridget Barker, ZEDRA

ZEDRA appoints executive director funds and corporate

Mon, 06/03/2017 - 10:29

ZEDRA, a specialist in trust, corporate and fund services, has widened the scope of its client offering with the appointment of Bridget Barker as executive director funds and corporate. »

Michelle Begina, Snowden Lane Partners

Snowden Lane Partners appoints Morgan Stanley VP

Mon, 06/03/2017 - 08:52

Snowden Lane Partners, an independent, adviser-owned wealth advisory firm has appointed Michelle Begina, formerly of Morgan Stanley, to the Veritas Private Wealth Management Group in New York City as a senior partner and managing director. »

Gabelli Dividend Growth Fund expands investment team

Thu, 02/03/2017 - 13:23

GAMCO Investors has appointed Robert D Leininger and Justin L Bergner to the investment team of the Gabelli Dividend Growth Fund, effective 1 March 2017. »

Boston Private expands team serving PE and VC market

Wed, 01/03/2017 - 13:08

Boston Private, a provider of wealth management, trust and private banking services, has appointed Mark Shang as the west coast leader of its private partnership practice. »

Fiduciary Trust Company expands investment team

Wed, 01/03/2017 - 11:04

Fiduciary Trust Company, a private wealth adviser and investment management firm for high-net-worth families, individuals and non-profits, has expanded its client service team. »

Luc Baque, Alpha FMC

Alpha FMC opens office in Switzerland

Tue, 28/02/2017 - 09:34

Alpha FMC, a specialist in asset and wealth management consulting, has opened an office in Geneva, its first in Switzerland. »

Chris Paine, Schroders

Schroders adds to multi-asset investments team

Tue, 28/02/2017 - 09:14

Schroders has appointed Chris Paine from Henderson Global Investors to the firm’s multi-asset investments team. »

Daniel Essoo, JTC

JTC makes senior appointments in Luxembourg and London

Mon, 27/02/2017 - 10:38

JTC Fund Services has made senior appointments in Luxembourg and London as it continues to strengthen its fund servicing business. »

Ogier adds partner to Cayman private client and trusts team

Fri, 24/02/2017 - 12:22

Anthony Partridge, a private client specialist known for his expertise in complex trust structures and estate matters, has joined Ogier as a partner in the firm's private client and trusts team in the Cayman Islands. »

features

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

Managed Account Platforms 2016

Managed Account Platforms 2016

Mon, 12/12/2016 - 10:24

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