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Moves & Appointments

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. »

Peter Walsh, Robeco

Robeco appoints UK head

Thu, 23/02/2017 - 09:28

Robeco has appointed Peter Walsh as head of its UK business. »

Advisors Asset Management names head of wholesale distribution

Thu, 23/02/2017 - 09:08

Advisors Asset Management (AAM) has appointed Charles Sickles as managing director and head of wholesale distribution. »

Pacific View Asset Management hires VC team

Pacific View Asset Management hires VC team

Thu, 23/02/2017 - 09:01

Joan Schriger and Brian O’Keefe, founders of Pharus Capital Management, a San Francisco-based private fund manager, have joined Pacific View Asset Management. »

Foundation Source names Scott Rose as MD for central region

Wed, 22/02/2017 - 08:54

Foundation Source, a company that establishes and provides management and advisory services for private foundations, has appointed Scott Rose as managing director of the US central region. »

Rowan Dartington boosts investment teams in London and Manchester

Tue, 21/02/2017 - 10:46

Rowan Dartington has hired two Chartered Institute for Securities & Investment (CISI) accredited investment managers to further reinforce its teams in London and Manchester. »

Brewin Dolphin invests in apprenticeships

Tue, 21/02/2017 - 10:44

Newcastle-based Brewin Dolphin has teamed up with Gateshead College to hire three business administration apprentices. »

Vanguard appoints head of business development for Germany

Tue, 21/02/2017 - 10:00

Vanguard has appointed Sebastian Külps as head of business development for Germany. »

Scott Madden, Moore Management

Moore Management appoints funds director

Mon, 20/02/2017 - 12:47

First Names Group’s fund services business Moore Management has appointed Scott Madden as funds director. »

JP Morgan appoints head of UK and Nordic markets

Mon, 20/02/2017 - 12:43

JP Morgan has appointed Oliver Gregson as head of the private bank’s UK and Nordic markets. »

Najam Syed, Civitas Capital Group

Civitas Capital Group makes senior promotions

Mon, 20/02/2017 - 08:23

Civitas Capital Group has promoted Najam Syed to director, asset management along with the hiring of two senior leaders in its investment team, David Lee and Tillie Borchers. »

Assetz Capital expands in NI with new senior hire

Fri, 17/02/2017 - 13:04

Assetz Capital, a UK peer-to-peer finance platform, has committed to expansion in Northern Ireland under the guidance of recently appointed Regional Relationship Director, Andrew Fraser.   »

Wealth manager Paul Feinstein joins First Republic

Tue, 14/02/2017 - 11:22

Wealth manager Paul Feinstein has joined First Republic Private Wealth Management in Los Angeles. »

Alpha Cubed Investments appoints SVP of client services

Tue, 14/02/2017 - 11:21

Alpha Cubed Investments, a Registered Investment Advisory firm headquartered in California specialising in managing investment portfolios for high net worth individuals, has appointed Ross Hansen, CFP as a Senior Vice President of Client Services.  »

Michael Grant, Calamos

Calamos Investments appoints Lead Portfolio Manager of Calamos US Growth Strategies

Tue, 14/02/2017 - 10:56

Calamos Investments has appointed Michael Grant (pictured), Senior Vice President, to lead portfolio management of the firm’s approximately USD2.3 billion in US growth strategies, including the USD1.8 billion Calamos Growth Fund (CVGRX). »

Tilney appoints head of charity business development

Mon, 13/02/2017 - 14:54

UK investment management and financial planning group Tilney has appointed Nicholas Pearson OBE as Head of Charity Business Development.  »

Chase de Vere completes recruitment of specialist team to work with medical professionals

Mon, 13/02/2017 - 14:52

Independent financial advisory firm Chase de Vere has completed the recruitment of a specialist team of seven business development consultants to work exclusively with medical professionals. »

CBAM adds to high net worth investment team

Mon, 13/02/2017 - 14:50

Close Brothers Asset Management (CBAM) has bolstered its high net worth service with the appointment of Eileen O’Rourke as Investment Director. »

Global Alliance Wealth Management opens office in Tokyo

Fri, 10/02/2017 - 10:17

The Japanese government's Financial Services Agency has issued Global Alliance Wealth Management with a license to operate as an alternative investment and discretionary advisory firm. »

Jean Raby, Natixis

Jean Raby named CEO of Natixis Global Asset Management

Fri, 10/02/2017 - 09:38

Jean Raby is to join Natixis on 20 February as CEO of Natixis Global Asset Management, in charge of its asset management, private banking and private equity business lines. »

Tilney hires chief investment officer

Thu, 09/02/2017 - 14:17

UK investment management and financial planning group Tilney has hired Christopher Godding as chief investment officer, subject to regulatory approval. »

Rowan Dartington appoints COO

Thu, 09/02/2017 - 14:14

Rowan Dartington has appointed Adrian Clark as its new chief operating officer (COO) based in Bristol. »

Canaccord Genuity Wealth Management appoints CIO

Wed, 08/02/2017 - 10:50

Canaccord Genuity Wealth Management (CGWM) has appointed Michel Perera as chief investment officer (CIO). »

Daniel J Healy, Civitas Capital Group

Civitas Capital Group strengthens sales team

Wed, 08/02/2017 - 10:07

Civitas Capital Group has strengthened its sales team with the promotion of two existing members of staff and the addition of two new hires. »

Tilney appoints investment manager in Bristol

Tue, 07/02/2017 - 13:56

UK investment management and financial planning group Tilney has appointed Justin Ogilvie as investment manager in the company’s Bristol office. »

Emily Haithwaite, Ogier

Ogier appoints Jersey funds partner

Tue, 07/02/2017 - 08:50

Jersey funds and regulatory specialist Emily Haithwaite has joined Ogier as a partner. »

Family Office Exchange appoints market leader for Europe and Latin America

Mon, 06/02/2017 - 09:30

Family Office Exchange (FOX) has appointed Miguel López de Silanes Gómez as market leader for Europe and Latin America. »

Mitchell Silberberg & Knupp names co-chair of trusts and estates practice

Fri, 03/02/2017 - 10:38

Mitchell Silberberg & Knupp (MSK) has named Jeffrey K Eisen as co-chair of the firm’s trusts and estates practice group. »

MRZ Financial launches wealth management and investment practice

Fri, 03/02/2017 - 10:32

Accountancy firm MRZ (MiddletonRaines+Zapata) has launched MRZ Financial, a registered investment advisory practice headquartered in Houston, Texas. »

ZEDRA expands senior team in the Channel Islands

Thu, 02/02/2017 - 10:36

Independent trust, corporate and fund services company ZEDRA has expanded its team in the Channel Islands with three senior hires. »

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

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