Efficient Portfolio makes two appointments

Fri, 15/02/2019 - 10:32

Chartered Financial Planning firm, Efficient Portfolio, has added to its team with two new appointments. As part of its ambitious growth strategy, the firm, which has offices in Oakham and London, has added Harry Duval as a Business Management Assistant and Stephanie Tennant as Reception Manager. »

Jon Barratt, Intertrust

Intertrust Singapore appoints MD

Fri, 15/02/2019 - 10:28

Intertrust Group, a provider of administrative services to clients operating and investing in the international business environment, has appointed Jon Barratt as Managing Director of its Singapore office, effective 8 January 2019. »

Proficio Capital Partners appoints Chief Strategy Officer

Fri, 15/02/2019 - 09:11

Multi-family office, Proficio Capital Partners, has added to its team with the appointment of Sheldon Hanau as Chief Strategy Officer. »

Stephanie Chang, Schroders

Schroders hires ESG integration specialist

Thu, 14/02/2019 - 09:43

Schroders has hired an Environmental, Social and Corporate Governance (ESG) integration specialist, focussed on enhancing the company’s’ ability to embed sustainability across its investment teams to better meet the needs of its clients. »

Picture of a handshake

Maples Group expands Cayman Islands Regulatory & Compliance practice

Wed, 13/02/2019 - 10:05

The Maples Group has appointed Hugo Lodge as a partner in its Regulatory & Compliance legal practice.   »

Banque SYZ announces succession strategy

Wed, 13/02/2019 - 08:28

Eric Syz, CEO and co-founder of SYZ Group, is stepping down from his role as CEO of Banque SYZ to oversee strategic vision for the Group.   »

PineBridge Investments appoints Oliver Leach as Head of Intermediary Business, UK

Tue, 12/02/2019 - 10:17

PineBridge Investments (PineBridge), a global asset manager focused on active, high conviction investing, has appointed Oliver Leach as Head of Intermediary Business, UK, based in London. »

Raymond James Royal Exchange appoints new branch principal

Tue, 12/02/2019 - 10:04

A new branch principal, David Roblin is joining Raymond James to co-locate in London at Raymond James’s Royal Exchange location. Roblin will offer bespoke investment and wealth management services to private clients across the UK. »

Picture of a handshake

Spouting Rock Asset Management appoints Chief Sustainability Officer

Tue, 12/02/2019 - 09:13

Spouting Rock Asset Management has appointed Pamela Jacobs as its first Chief Sustainability Officer. In this new role, she’ll work with the firm’s management and investment teams to assess the Impact and ESG landscape and determine the best way to integrate these into the firm’s investment strategy, culture and philosophy. »

Evercore Wealth Management appoints new President

Tue, 12/02/2019 - 08:33

Evercore has appointed Chris Zander as President of Evercore Wealth Management, reporting to the firm's Chief Executive Officer, Jeff Maurer.  »

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