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Moves & Appointments

BNY Mellon president Karen Peetz to retire

BNY Mellon president Karen Peetz to retire

Tue, 27/09/2016 - 09:28

BNY Mellon president Karen B Peetz has decided to retire from the company on 31 December 2016. »

Walker Crips appoints executive director and head of compliance

Fri, 23/09/2016 - 09:23

Walker Crips, the investment and wealth management group, has appointed Guy Jackson as executive director to the board and as company secretary with immediate effect. »

Creechurch Capital appoints senior analyst

Fri, 23/09/2016 - 09:22

Discretionary fund manager Creechurch Capital has appointed Iain Ramsay as a senior analyst in its investment team. »

AJ Bell appoints head of fund selection

Wed, 21/09/2016 - 14:11

AJ Bell Investments has appointed Ryan Hughes as head of fund selection.  »

Weeden Prime Services Iaunches outsourced trading services

Weeden Prime Services Iaunches outsourced trading services

Wed, 21/09/2016 - 10:23

Weeden Prime Services, a prime brokerage service provider for hedge funds and family offices, has expanded its operations to include an outsourced trading services desk. »

Lombard International creates transatlantic solutions team

Wed, 21/09/2016 - 08:31

Lombard International, a provider of life insurance-based wealth-structuring solutions for the high net worth market, has created a transatlantic solutions team. »

PTL appoints Lesley Peek as manager

PTL appoints Lesley Peek as manager

Wed, 21/09/2016 - 08:06

Pitmans Trustees (PTL), an independent trustee and governance services provider, has expanded its London presence with the appointment of Lesley Peek as manager. »

Thomas Miller Investment appoints pension principal

Thomas Miller Investment appoints pension principal

Tue, 20/09/2016 - 10:18

Thomas Miller Investment has appointed Simon Nicol as pension principal. »

PASA chair Margaret Snowdon to sit on HMT dashboard steering group

PASA chair Margaret Snowdon to sit on HMT dashboard steering group

Mon, 19/09/2016 - 15:49

Margaret Snowdon, chairman of the Pensions Administration Standards Association (PASA), has been appointed by HM Treasury to the senior level steering group for the Pensions Dashboard prototype project, which was launched by the Economic Secretary to the Treasury at Aviva’s Digital Garage on 12 September. »

Artivest appoints general counsel and chief compliance officer

Artivest appoints general counsel and chief compliance officer

Mon, 19/09/2016 - 08:29

Artivest, a tech-driven investment platform providing access to alternative investments, has appointed Jon Feigelson as general counsel and chief compliance officer. »

Old Mutual Wealth Private Client Advisers appoints director, London

Fri, 16/09/2016 - 13:37

Old Mutual Wealth Private Client Advisers has appointed Dominic Rose to lead the firm’s growth strategy in London. »

SAINTS appoints Sir Nicholas Macpherson as non-exec director

Fri, 16/09/2016 - 10:20

The board of The Scottish American Investment Company (SAINTS) has appointed Sir Nicholas Macpherson as a non-executive director, with effect from 15 September 2016. »

Snowden Lane appoints ex-JP Morgan adviser as managing director

Snowden Lane appoints ex-JP Morgan adviser as managing director

Fri, 16/09/2016 - 10:00

Snowden Lane Partners has appointed veteran Dave Woolford, formerly of JP Morgan Securities, as managing director and private wealth adviser. »

Rowan Dartington hires two investment managers in Leeds and Ipswich

Thu, 15/09/2016 - 13:17

Rowan Dartington has appointed two investment managers as part of its national growth strategy. »

Brewin Dolphin hires divisional director in London

Thu, 15/09/2016 - 13:14

Independent private client wealth manager Brewin Dolphin has appointed Laura Robin as a divisional director in the London office. »

Muzinich adds to UK sales and marketing team

Wed, 14/09/2016 - 13:59

Corporate credit specialist Muzinich & Co has strengthened its UK sales and marketing team with the hire of James Peoples to support its growing discretionary business. »

John Hancock Investments expands ETF product and sales team

Wed, 14/09/2016 - 07:36

John Hancock Investments has hired three people to its exchange-traded fund (ETF) team. »

Chubb appoints chief underwriting officer, international personal risk services

Tue, 13/09/2016 - 09:31

Jamie Keaney, formerly European personal risk services underwriting manager at Chubb, has been promoted to the new role of vice president and chief underwriting officer, international personal risk services. »

Schanker joins Man Group as head of US private wealth sales

Schanker joins Man Group as head of US private wealth sales

Tue, 13/09/2016 - 08:35

Man Group has appointed Barry Schanker as head of US private wealth sales, based in New York. »

Stonehage Fleming appoints business development director

Mon, 12/09/2016 - 13:21

Independently owned family office Stonehage Fleming has appointed Ian Harvey as business development director within the firm’s investment management division. »

Alpha FMC expands digital practice with director appointment

Alpha FMC expands digital practice with director appointment

Mon, 12/09/2016 - 09:44

Wealth and asset management consultancy Alpha FMC has expanded its digital practice with the appointment of Kimberly Yurisich as a director and head of practice with responsibility for a team of 10 consultants. »

Bedell Cristin appoints two partners in Guernsey

Bedell Cristin appoints two partners in Guernsey

Fri, 09/09/2016 - 14:07

Bedell Cristin Guernsey has promoted two lawyers, Jon Barclay and Richard Sharp, to partners in the firm.
 
 »

Walker Crips adds two to investment team

Fri, 09/09/2016 - 14:04

Wealth management group Walker Crips has appointed Holly Ward and Edward Lester as investment managers with immediate effect. »

Walker Crips opens Epping office

Thu, 08/09/2016 - 13:12

UK-based wealth management group Walker Crips has opened an office in Brickfield House, Epping, from where it will offer a range of advice and investment services, covering execution, advisory and discretionary stockbroking services. »

Heartwood adds client director to intermediary team

Thu, 08/09/2016 - 13:11

Heartwood Investment Management has appointed Paul Rose as intermediary client director. »

David M Gewant joins Pure Portfolios

Thu, 08/09/2016 - 12:52

Pure Portfolios has appointed David M Gewant as managing director, responsible for driving strategic partnerships, firm operations and portfolio construction. »

iCapital Network appoints Tom Iacono as CFO

iCapital Network appoints Tom Iacono as CFO

Thu, 08/09/2016 - 09:56

iCapital Network, an online platform that provides RIAs with access to alternative investments, has appointed Tom Iacono as chief financial officer. »

HCS appoints two directors to board

Tue, 06/09/2016 - 14:41

Heritage Corporate Services (HCS), a fiduciary and corporate services provider, has appointed Adaliz Lavarello and David Larkin to its board of directors. »

ZEDRA appoints new Geneva head

ZEDRA appoints new Geneva head

Tue, 06/09/2016 - 10:35

Stuart McLuckie has joined the ZEDRA Group, the firm acquired from Barclays at the start of 2016, as managing director of the firm’s Geneva office.   »

Kuber Ventures expands UK business development capabilities

Kuber Ventures expands UK business development capabilities

Tue, 06/09/2016 - 08:14

Kuber Ventures, an alternative fund investment platform offering access to EIS/SEIS portfolios and funds, has added Tim Thornton, Matt Lenzie, and Kate Hopkin to its team. »

features

Interview

Guides

Guide to ETFs for Wealth & Asset Managers
Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

In Focus

Cameron Lilja

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

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