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Moves & Appointments

hand shake

IW&I appoints Jane Warren as head of digital

Wed, 01/04/2015 - 06:00

Investec Wealth & Investment (IW&I) has appointed Jane Warren as Head of Digital in the UK, a new role that will see her managing all aspects of the firm’s digital relationship with clients.  »


European Wealth expands Manchester operation

Tue, 31/03/2015 - 06:00

European Wealth has expanded its operations in Manchester with the appointment of James Igoe, formerly the Private Client Director at Hume Capital. »

board table

Flynn Family Office adds Ronald R Macleod as Director of Business Development

Mon, 30/03/2015 - 07:00

FFO (Flynn Family Office) has appointed family office sector specialist Ronald R Macleod as a Director in Santa Barbara, California.  »


John P Fraunces, Jr named co-portfolio manager of Turner Global Medical Sciences Fund

Fri, 27/03/2015 - 19:00

John P Fraunces, Jr has been named Co-Portfolio Manager of Turner Investments Global Medical Sciences strategies, bolstering the firm’s healthcare sector investment team.  »

hand shake

iCapital Network hires Hannah Shaw Grove as Chief Marketing Officer

Fri, 27/03/2015 - 12:30

iCapital Network, an online marketplace providing qualified investors and their advisors with access to private equity fund managers, has hired Hannah Shaw Grove as Senior Vice President and Chief Marketing Officer.  »


O'Shaughnessy Asset Management expands Portfolio Management Team

Thu, 26/03/2015 - 13:00

O’Shaughnessy Asset Management (OSAM), a quantitative money management firm with approximately USD7 billion in assets under management, has expanded its portfolio management team. »

man with megaphone

Citizens Financial Group names Donald H McCree Vice Chairman and Head of Commercial Banking

Thu, 26/03/2015 - 09:00

Citizens Financial Group has appointed Donald H McCree as Vice Chairman and Head of Commercial Banking.  »

Morris Glasgow

HHM Wealth Advisors hires Morris Glasgow and Jacob Poe

Thu, 26/03/2015 - 06:00

HHM Wealth Advisors, an independent wealth management firm based in Chattanooga, TN  has appointed Morris Glasgow (pictured), CFP and Jacob Poe as wealth advisors. »

hand shake

Phocion Investments appoints Kosta Segounis and David Rowen as MDs

Wed, 25/03/2015 - 11:30

Phocion Investments, a provider of performance and due diligence consulting services, has appointed Kosta Segounis, CPA, CA, CFA and David Rowen, CFA, FRM as Managing Directors. »

man with megaphone

Amundi appoints Laurent Ducoin as Head of European Equities

Mon, 23/03/2015 - 20:30

Amundi has appointed Laurent Ducoin as Head of European Equities. Reporting to Romain Boscher, Global Head of Equities, Laurent took up his position on 10 March 2015. »

board table

AGDelta expands board of directors

Mon, 23/03/2015 - 19:30

Wealth management IT solutions provider AGDelta has expanded its Board of Directors. The board, which was elected on 15 October, 2014, brings together prominent industry specialists and visionaries in Financial Technology.  »


Joseph Molloy joins HSBC Global Asset Management as Head of Passives

Mon, 23/03/2015 - 17:00

Joseph Molloy has joined HSBC Global Asset Management as Head of Passive Equity. »

change direction sign

Miton renames multi asset funds

Mon, 23/03/2015 - 15:30

Miton has changed the names of the CF Miton Special Situations and CF Miton Strategic Portfolios to the CF Miton Defensive Multi Asset Fund, and CF Miton Cautious Multi Asset Fund, respectively. »

board table

Principal Financial Group names Hochschild to board of directors

Mon, 23/03/2015 - 12:00

The Principal Financial Group has appointed Roger C Hochschild, president and chief operating officer for Discover Financial Services, to the company’s board of directors effective 18 March, 2015. »

document signing

Mary-Anne McIntyre appointed Chief Distribution Officer at Old Mutual Wealth

Fri, 20/03/2015 - 16:30

Mary-Anne McIntyre is joining Old Mutual Wealth as Chief Distribution Officer, reporting to Chief Executive, Paul Feeney.  »

hand shake

Codi Scott joins Peterson Sullivan as Tax Principal

Thu, 19/03/2015 - 20:45

Peterson Sullivan has appointed Codi S Scott, CPA, as a Tax Principal. »


Meketa Investment Group expands London Office

Wed, 18/03/2015 - 18:30

Meketa Investment Group is expanding its London office with the relocation of Senior Vice President Timothy Atkinson. »

San Francisco

Matthews Asia hires head of US intermediary distribution

Wed, 18/03/2015 - 09:00

Matthews Asia has hired Derek Chow as Head of US Intermediary Distribution. Based in San Francisco, Chow will be responsible for leading the firm’s US intermediary business, including RIA, Family Office, Broker Dealer and Private Bank clients. »

China flag

Noah Holdings appoints Kenny Lam as Group President

Tue, 17/03/2015 - 21:30

Chinese wealth and asset management services provider Noah Holdings Limited has appointed Kenny Lam as Group President with immediate effect.  »

hand shake

Delaware Investments appoints Shawn Lytle as President

Tue, 17/03/2015 - 16:45

Delaware Investments, a member of Macquarie Group, has appointed Shawn Lytle as President, effective 1 June, 2015. Lytle joins rom UBS Global Asset Management where he worked for 13 years, most recently heading its business in the Americas for the past five years. »

man with megaphone

Lucia Capital Group appoints Tiy O'Neal as President of Lucia Securities

Tue, 17/03/2015 - 15:30

Lucia Capital Group has named Tiy O'Neal President of Lucia Securities, LLC, the Firm's broker-dealer platform, effective immediately.  »

two fingers

Amundi reinforces fixed income platform

Tue, 17/03/2015 - 12:30

Amundi has appointed two senior fixed income portfolio managers to reinforce its 21-strong London-based Global Fixed Income team. »

London offices

Julius Baer taps two senior level hires from Barclays Wealth

Mon, 16/03/2015 - 15:45

Jonathan Holland and Robert Websdale have joined Julius Baer’s London office as Relationship Managers with the rank of Director.  »

hand shake

Sentinel Trust Company makes new hire

Mon, 16/03/2015 - 09:00

Boutique wealth management firm Sentinel Trust Company has appointed Charles (Chuck) B Grosvenor as Senior Vice President, Senior Investment Advisor.   »

Montreux Oliver Harris

Montreux appoints advisor to Commodity Trading Fund

Fri, 13/03/2015 - 20:00

Montreux Capital Management has boosted the team behind its Commodity Trading Fund with the addition of experienced geologist and small cap mining entrepreneur Dr Steven Newbery. »

board table

Force Over Mass Capital appoints CTO

Fri, 13/03/2015 - 16:30

Force Over Mass Capital has appointed Lee McSorley as Chief Technology Officer (CTO) with responsiblity for the development of the firm’s Performance Measurement and Valuation System – under the project name ‘DNA’. »

board table

The Private Risk Management Association names Lisa Lindsay executive director

Fri, 13/03/2015 - 15:00

The Private Risk Management Association (PRMA) has appointed industry veteran Lisa Lindsay as Executive Director.  »

Spainish flag

SYZ opens new office in Zaragoza

Fri, 13/03/2015 - 06:00

N+1 SYZ, the Spanish private banking entity of the SYZ Group, is continuing its expansion in Spain with the strengthening of its private banking team in Madrid and the opening of an office in Zaragoza. »

hands shaking

Parker Johnson joins Ramius as MD Sales and Marketing

Thu, 12/03/2015 - 14:30

Parker Johnson is to join Ramius as Managing Director, Sales and Marketing.  »


Principal Global Investors appoints new ETF MD

Thu, 12/03/2015 - 10:30

Principal Global Investors has appointed Paul Kim as managing director and head of exchange traded fund (ETF) strategy at Principal Financial Group (PFG).  »

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.... »

Special report
State Street Global Markets – Fund Connect

This Special Report unveils the ways in which State Street Global Markets' Fund Connect ETF platform is bringing new levels of efficiency to the the ETF marketplace, and includes expert comment from the perspective of an AP.... »

Special report
Switzerland Hedge Fund Services 2015

Switzerland Hedge Fund Services 2015

Tue, 24/02/2015 - 20:14

New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversification opportunities... »

Richard Hoey, BNY Mellon

Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to  BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook.  ... »

Consumer & Retail Investment Banking Professional

Wed, 01 Apr 2015 00:00:00 GMT

Vice President of TMT Investment Banking

Wed, 01 Apr 2015 00:00:00 GMT

Debt Capital Markets Analyst/Associate

Wed, 01 Apr 2015 00:00:00 GMT

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