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Moves & Appointments

hand shake

Huber Financial Advisors names Philip R Huber as CIO

Wed, 27/05/2015 - 14:30

Independent wealth management firm Huber Financial Advisors has named Philip Huber CFA, CFP as chief investment officer (CIO). »

research

Buffalo Funds Promotes Research Analyst to Portfolio Manager

Tue, 26/05/2015 - 14:00

Kornitzer Capital Management (KCM), investment advisor to the Buffalo Funds, has appointed Doug Cartwright, CFA as co-manager of the Buffalo Emerging Opportunities Fund alongside Craig Richard. »

hand shake

Turner joins Bordier international desk

Fri, 22/05/2015 - 21:00

Specialist asset management firm Bordier (UK), part of the Swiss private banking group Bordier & Cie, has appointed Trevor Turner as a Client Relationship Manager on its newly established International Desk.   »

hand shake

RMB Asset Management promotes Benjamin Armstrong

Fri, 22/05/2015 - 16:30

Benjamin Armstrong, CFA, a portfolio manager in charge of the fixed income investment strategies with RMB Asset Management, has been promoted to senior vice president. »

hand shake

Waverton Investment Management appoints new CEO

Fri, 22/05/2015 - 09:00

Waverton Investment Management has appointed Andrew Fleming as its new CEO effective 1 July, subject to regulatory approval.   »

NYC

Yie-Hsin Hung named CEO of NYLIM

Fri, 22/05/2015 - 09:00

Yie-Hsin Hung, 52, has been named chief executive officer of New York Life’s asset management subsidiary, New York Life Investment Management (NYLIM), effective immediately.  »

announcement

Jupiter recruits Jason Pidcock to build Asian Income strategy

Thu, 21/05/2015 - 21:30

Asian Income fund manager Jason Pidcock is to join Jupiter Asset Management later in the year. »

hand shake

Broadridge expands wealth management business with two new executives

Thu, 21/05/2015 - 09:00

Broadridge Financial Solutions has appointed Liz Pedersen as senior vice president of wealth managed services and Traci Mabrey as head of wealth solutions. »

three fingers

Thesis bolsters investment team with three new hires

Wed, 20/05/2015 - 19:45

Thesis Asset Management, an investment manager focused on professional partnerships, has appointed three new investment assistants in its Guildford and Brighton offices. »

Boston

Pioneer Investments hires new head of business development

Wed, 20/05/2015 - 18:45

Pioneer Investments has named Henry Orvin as Senior Vice President, Head of Business Development in the US. He is based in Boston. »

man with megaphone

LLBH Private Wealth Management adds Peter Little to team

Wed, 20/05/2015 - 17:45

LLBH Private Wealth Management has expanded its team with the appointment of Peter Little as its Director of International Strategy.  »

California

Miracle Mile Advisors adds Scott Mullen as Senior Advisor

Wed, 20/05/2015 - 09:00

Miracle Mile Advisors, one of California's fastest growing independent investment advisory firms, has expanded by adding Managing Director Scott Mullen to its advisory team.  »

Boston

William & Blair adds three to Boston team

Tue, 19/05/2015 - 17:45

William Blair & Company, a global investment banking and asset management firm, has added three veteran financial advisors to the firm’s Boston office.  »

Beverly Hills

Joseph Auday joins Steel Peak Wealth Management

Tue, 19/05/2015 - 16:45

Steel Peak Wealth Management has added experienced Financial Advisor, Joseph Auday to the firm’s team in its Beverly Hills office.  »

hand shake

Evercore Wealth Management appoints Darlene Marchesani, Kirsten Weisser as wealth advisors

Tue, 19/05/2015 - 16:00

Evercore Wealth Management has appointed Darlene Marchesani and Kirsten Weisser as managing directors and wealth advisors. »

hand shake

Wilshire Funds Management names Josh Emanuel as CIO of business unit

Tue, 19/05/2015 - 13:30

Josh Emanuel, CFA, has been named chief investment officer of Wilshire Funds Management, announced Jason Schwarz, president of Wilshire Funds Management.  »

Scottish flag

Rathbones expands in Scotland with new Glasgow office

Mon, 18/05/2015 - 16:45

Rathbone Investment Management (Rathbones), a provider of discretionary investment management services to private clients, charities and professional advisers, has opened a new office at The Athenaeum, 8 Nelson Mandela Place in Glasgow.  »

hand shake

Former Wilshire Funds Management CIO Cleo Chang named Head of Alternative Investments at American Century Investments

Mon, 18/05/2015 - 12:00

American Century Investments has named Cleo Chang as senior vice president and head of alternative investments. Chang, who joins American Century on May 18, was previously chief investment officer of Wilshire Funds Management.  »

David Lambotte

Elian enhances Caribbean private client capabilities with director appointment

Mon, 18/05/2015 - 09:00

Elian has appointed a director with over 12 years of trustee experience to its Cayman Islands office. »

Ron Cohen

Ron Cohen to head DCIO and RIA sales teams at Wells Fargo Funds Management

Mon, 18/05/2015 - 06:00

Wells Fargo Funds Management, advisor to the Wells Fargo Advantage Funds, has appointed Ron Cohen (pictured) as head of Sales for the Defined Contribution Investment Only (DCIO) and Registered Investment Advisor (RIA) channels.  »

sell button

Cetera Financial Group appoints Tim Stinson as National Sales Manager for Wealth Management and Advisory Products and Services

Fri, 15/05/2015 - 15:00

Cetera Financial Group, a network of independent broker-dealer firms, has appointed Timothy E M Stinson as National Sales Manager for wealth management and advisory (fee-based) products and services.   »

hand shake

Miton UK Microcap Trust appoints Capita as fund administrator and company secretary

Fri, 15/05/2015 - 06:00

Miton UK MicroCap Trust, which is managed by Miton Trust Managers Limited, has appointed Capita Asset Services as its fund administrator and company secretary. »

Ann Marie Williams

Ann Marie (Schmitz) Williams to lead Grant Thornton’s Mid-South Private Wealth Services practice

Thu, 14/05/2015 - 12:40

Ann Marie (Schmitz) Williams (pictured) has joined Grant Thornton LLP as a partner and the Mid-South Private Wealth Services practice leader, based in the firm’s Charlotte office. »

Singapore

BIL to close Singapore office

Wed, 13/05/2015 - 21:30

Banque Internationale à Luxembourg SA (BIL) is to close its operations in Singapore for strategic reasons. The closure of the Singapore subsidiary is in line with BIL group’s new strategic framework called BIL2020, which was recently presented. »

hand shake

Emilio Barberá joins Mirabaud Asset Management

Wed, 13/05/2015 - 21:00

Mirabaud Asset Management has appointed Emilio Barberá as Senior Portfolio Manager/Analyst for Spanish equities. »

people handshake

Nucleus appoints new head of people & development

Wed, 13/05/2015 - 19:30

Nucleus, the adviser-built wrap, has appointed Kirsty Lynagh as its new head of people & development.  »

five fingers

Virtus to use Dorsey Wright's Relative Strength capabilities for the former AlphaSector Funds

Tue, 12/05/2015 - 15:30

Virtus Investment Partners is to employ the Relative Strength price momentum technical analysis of Dorsey, Wright & Associates in the management of five Virtus open-end mutual funds formerly known as the AlphaSector funds. »

man with megaphone

New CEO at Standard Bank Jersey

Tue, 12/05/2015 - 14:30

Will Thorp has been appointed as the Chief Executive Officer (CEO) of Standard Bank Jersey. Thorp takes over the role from Mark Hucker and the change allows Mark to focus on his role as CEO of Standard Bank Offshore Group, encompassing Jersey, Isle of Man and Mauritius. »

Jersey flag

Coutts Trustees appoints Lord Waldegrave as chairman and non-exec director

Tue, 12/05/2015 - 12:30

Coutts & Co Trustees (Jersey) has appointed Lord William Waldegrave as Chairman of the Board and Non Executive Director. The appointment follows a string of senior hires across the business as Coutts continues to invest in it flagship Trust company in Jersey. »

Welcome matt

NAPF welcomes Ros Altmann as new pensions minister

Tue, 12/05/2015 - 12:00

The National Association of Pension Funds (NAPF) has welcomed Ros Altmann as the UK’s new Minister of State (Minister for Pensions). »

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
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"... »

Special report
Hedgeweek Special Report: The Bahamas – How it continues to evolve its funds industry

The Bahamas is taking steps to raise its profile as an attractive funds centre, continuing to build out the popular SMART Fund model template to provide a range of solutions for investment managers, plus its new ICON structure designed to appeal specifically to Brazilian investment managers and advisers.... »

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