Moves & Appointments | Wealth Adviser

The Standard appoints Institutional Sales Director

Fri, 23/08/2019 - 09:33

The Standard has appointed Ekaterina (Katie) Sheliga as institutional sales director for Retirement Plan Services. She will be responsible for working with The Standard’s national sales team to grow business with key national partners. »

Janus Henderson Investors makes key promotion

Thu, 22/08/2019 - 09:31

Janus Henderson Investors has promoted Mark Fensom to Retail Sales Director for Victoria and Tasmania. »

Investec Asset Management expands China

Tue, 20/08/2019 - 10:52

Investec Asset Management has strengthened the firm’s China equity investment team with the appointment of Amy Leung. »

Gresham House appoints Head of Compliance

Mon, 19/08/2019 - 12:02

Alternative asset manager Gresham House has appointed Geoff Lambert as Head of Compliance, effective 19 August 2019. Based out of the firm’s London office, Lambert will report to Samee Khan, General Counsel and Company Secretary of Gresham House. »

B Riley Wealth Management appoints President

Thu, 15/08/2019 - 10:36

Wealth and investment services firm B Riley Wealth Management has appointed Charles (Chuck) Hastings as President. »

Quilter Cheviot appoints Managing Director

Wed, 14/08/2019 - 10:51

Quilter Cheviot has appointed Nick Holmes as Managing Director to support the firm’s ongoing growth strategy and drive a number of new initiatives. »

Strategic Wealth Partners adds to wealth management team

Wed, 14/08/2019 - 10:50

Strategic Wealth Partners Group, an independent wealth management firm based in both the Chicago and Milwaukee areas, has added Kirk Hackbarth, CFP, CPA/PFS, Andrew Cohn, AIF and Joseph Thompson to its wealth management team. »

Alpha FMC adds three senior hires to wealth management practice

Tue, 13/08/2019 - 10:55

Alpha FMC, a global investment management consultancy, has further strengthened its growing Wealth Management Practice with three senior hires. »

Aegon names new CEO

Mon, 12/08/2019 - 10:28

Aegon’s Supervisory Board intends to propose the appointment of Lard Friese as Chief Executive Officer to the Annual General Meeting of Shareholders. He will join the company as CEO-designate effective 1 March, 2020 and succeed Alex Wynaendts at the AGM to be held on 15 May, 2020. »