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Moves & Appointments

Rowan Dartington hires chief risk officer

Thu, 19/01/2017 - 13:17

Rowan Dartington has appointed Marcus Adams as its chief risk officer and board member based in Bristol. »

Alex Kerry, Winterflood Business Services

Winterflood Business Services appoints head of dealing

Thu, 19/01/2017 - 09:32

Winterflood Business Services (WBS), a provider of dealing, custody and settlement services, has appointed Edward Dickson as its new head of dealing. »

Anne Coady, Castle Hall Alternatives

Castle Hall Alternatives expands to Abu Dhabi

Wed, 18/01/2017 - 09:14

Due diligence company Castle Hall Alternatives has opened an office within Abu Dhabi Global Market (ADGM), the international financial centre in Abu Dhabi, UAE. »

Brian D Milligan, Ave Maria

Ave Maria Growth Fund names lead portfolio manager

Wed, 18/01/2017 - 08:36

Schwartz Investment Counsel, the investment adviser to Ave Maria Mutual Funds, has named Brian D Milligan as the lead portfolio manager of the Ave Maria Growth Fund (VEGX). »

LEBC appoints two MDs

Mon, 16/01/2017 - 14:31

National IFA LEBC Group has appointed two managing directors following a corporate restructure. »

EY adds to wealth and asset management practice

Mon, 16/01/2017 - 09:30

EY has appointed Umar Zaman as a director within its expanding wealth and asset management practice. »

Legal & General appoints managing director of L&G Retirement

Mon, 16/01/2017 - 08:52

Legal & General has appointed Chris Knight as managing director, Legal & General Retirement, retail customer division. »

P1 appoints head of research

Thu, 12/01/2017 - 13:48

P1 Investment Management, an adviser-led discretionary fund management (DFM) proposition launched last year, has appointed Quintin Rayer as its head of research. »

James Hambro appoints three partners

Thu, 12/01/2017 - 13:41

James Hambro & Partners has appointed three staff members to partner – portfolio manager Rosie Bullard, head of business development Christopher Macklin and chief operating officer Martina Iannotti. »

Downing appoints investment director

Wed, 11/01/2017 - 13:47

Downing has appointed Richard Lewis as an investment director focusing on its growth capital portfolio. »

Sprott appoints director

Sprott appoints director

Wed, 11/01/2017 - 13:28

Sprott has appointed Ron Dewhurst to its board of directors, effective 9 January 2017. »

Old Mutual International names sales director

Wed, 11/01/2017 - 08:18

Brendan Dolan will become the new sales director for Old Mutual International, part of Old Mutual Wealth, subject to regulatory approvals. »

Semper Capital Management appoints CIO

Semper Capital Management appoints CIO

Tue, 10/01/2017 - 07:58

Semper Capital Management, a privately-owned New York-based boutique fixed-income investment manager, has appointed Zach Cooper, formerly Semper's deputy chief investment officer, as chief investment officer. »

Cormac Sheedy, Jersey Finance

Jersey Finance appoints business development director for GCC

Tue, 10/01/2017 - 07:52

Jersey Finance has appointed Cormac Sheedy as a business development director for the Gulf Cooperation Council (GCC) States, based in Dubai. »

Paul Warburton, Creechurch Capital

Creechurch Capital hires investment head

Mon, 09/01/2017 - 19:49

Discretionary fund manager Creechurch Capital has appointed Paul Warburton as head of investments. »

Saffery Champness elects new chairman

Mon, 09/01/2017 - 15:14

Accountancy firm Saffery Champness has elected James Sykes to a four-year term as the firm’s new chairman. »

Advisors Asset Management appoints MD for business development group

Fri, 06/01/2017 - 09:52

Advisors Asset Management (AAM) has appointed Glenn Lotenberg as managing director, business development group. »

Nick Tolchard, Invesco

Invesco Fixed Income appoints EMEA CIO

Fri, 06/01/2017 - 09:35

Invesco has appointed Gareth Isaac as chief investment officer (CIO) EMEA for Invesco Fixed Income (IFI). »

Sean Kearney, Greenstone

Greenstone expands executive management team

Thu, 05/01/2017 - 09:02

Greenstone Equity Partners, a fund placement firm based in the Middle East, has hired Sean Kearney as chief operating officer and Khalid Alkelabi as managing director, investor relationships. »

Zedra appoints managing director in London

Wed, 04/01/2017 - 10:16

Corporate trust and fund services company Zedra has appointed David Inglesfield to the newly created post of managing director of its London office. »

David M Gordon, Eaton Vance

Eaton Vance Advisor Institute expands team

Wed, 04/01/2017 - 08:58

Eaton Vance Distributors (EVD), a subsidiary of Eaton Vance Corp, has appointed David M Gordon as director, Eaton Vance Advisor Institute, effective immediately. »

Tilney Bestinvest appoints new Chairman

Tue, 03/01/2017 - 15:17

The Board of Tilney Bestinvest has appointed Will Samuel as Chairman, subject to FCA approval.  »

Adam & Company appoints Chris Cowan as new Director in Edinburgh

Tue, 03/01/2017 - 15:15

Adam & Company has appointed Christopher Cowan as a new Private Banking Director in Edinburgh. »

Barbara Wall, Cerulli Associates

Asset managers cannot afford to ignore robo-advice and digital ledger technology

Tue, 03/01/2017 - 09:30

Asset managers need to have clear, realistic strategies in place to avoid being left behind as the pace of technological change within the industry accelerates in 2017 and beyond, according to Cerulli Associates. »

Andersen Tax promotes MDs in San Francisco

Fri, 23/12/2016 - 09:11

Andersen Tax has promoted Chris Leung, Emily Hall, Sabrina Chin and Shail Shah to managing director. »

Fairstone appoints Ulster Bank financial advice team

Thu, 22/12/2016 - 13:12

Fairstone Financial Management has appointed four independent financial advisers to its growing Northern Ireland team, based in Lisburn, Belfast.  »

RSD Advisors adds MD and senior adviser

Thu, 22/12/2016 - 09:31

RSD Advisors has appointed Andre Boreas as managing director and senior adviser. »

Anja Solaranta, Ballentine Partners

Ballentine Partners names Anja Saloranta as COO

Wed, 21/12/2016 - 09:11

Independent wealth management firm Ballentine Partners has appointed Anja Saloranta as its first chief operating officer (COO). »

Pete Sinisgalli, Eze Software

Eze Software opens Toronto office

Wed, 21/12/2016 - 08:20

Eze Software Group, a provider of global investment management technology, has opened an office in Toronto. »

Citi Private Bank strengthens investments team

Tue, 20/12/2016 - 08:37

Citi Private Bank has appointed Kristen Bitterly Michell as head of investment counselling for the east region of the US. »

features

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 ETFs for Wealth & Asset Managers
Managed Account Platforms 2016

Managed Account Platforms 2016

Mon, 12/12/2016 - 10:24

Alternative UCITS 2016

Alternative UCITS 2016

Wed, 23/11/2016 - 13:57

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