AHR Private Wealth has appointed Iain Ramsey as its new global Chief Investment Officer. Ramsey joins AHR Private Wealth with a strong technical ability and a proven track record in improving portfolio efficiency.
Moves & Appointments
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has appointed Cathy Carilli, CFA as senior portfolio manager based in the firm's New York office.
Zedra’s Isle of Man operating company has appointed Edward Leigh as its new client director for the private aviation and marine sectors.
Berenberg’s Wealth and Asset Management division has made three experienced hires for its overlay management group within the bank's London and Zurich offices.
Independent Wealth Planners UK (IWP UK) has acquired Carnelian Capital Management Limited (Carnelian). The acquisition brings new scale to Richmond House Wealth Management boosting IWP’s presence in the South East.
Apex Clearing, a PEAK6 company and custody and clearing specialist for the wealth management sector has added two financial services and wealthtech veterans to its leadership team, Tricia Rothschild and Tom Valverde.
Tramondo Investment Partners (Tramondo), a Zug-based investment boutique, has appointed Reto Nussbaumer as Executive Director with effect from 1 August.
Close Brothers Asset Management (CBAM) has opened a new office in Chester as it expands its high net worth. This office complements the firm's existing North West operations in Manchester and Northwich.
Oppenheimer & Co (Oppenheimer), an investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), has continued the build-out of the leadership team within the Financial Institutions Group (FIG) of its investment banking business.
Investment management firm, Quilter Cheviot has welcomed a new investment manager hire to its growing team in Jersey.