Global investment firm Cambridge Associates (CA) has announced plans to establish its presence in Hong Kong with the recent hiring of a Hong Kong-based Senior Director, Edwina Ho, to support its Asian client base.
Advisor Group, a US network of independent wealth management firms, has added three financial professionals in California and North Carolina with a total of USD120 million in client assets. The professionals include Daniel Sutton and Chris Paydock of Sunset Wealth Advisors in Roseville, California and Kevin Swan in Raleigh, North Carolina.
Tilney Smith & Williamson has acquired HFS Milbourne, a financial and investment advisory firms based in Guildford, Surrey. HFS Milbourne supports clients with cGBP450 million of assets under influence.
Investment manager PortfolioMetrix has appointed Claire Van Den Houten to the UK board of directors and recruited Caribe Breese to the newly created role of UK Head of Digital Marketing.
Accountants, business and financial advisers Kreston Reeves has appointed Director James Reed-Sperrin and Corporate Finance Research Analyst Ahmed Omer, strengthening its award-winning Corporate Finance team.
Enness Global Mortgages, a mortgage broker focused on global ultra-high-net-worth individuals, has appointed Nigel Le Quesne as Non-Executive Chairman. He will, in addition, acquire an equity stake in the business.
London law firm, Payne Hicks Beach, has appointed Georgina Bayley as a Partner in the Dispute Resolution department, effective 1 March 2021.
David Nicol has been appointed to the Board of Multrees Investor Services as a Non-Executive Director. Pending regulatory approval, he1 will be proposed as Chairman of the board effective 1 May, 2021 when current Chair Hugh Mullan will step down.
ZEDRA, a specialist in Active Wealth, Global Expansion and Fund Solutions, has appointed David Rudge as Managing Director, Active Wealth, ZEDRA UK.
Northern Trust has announced a number of changes to serve the evolving needs of its clients: affluent individuals and families, family offices, foundations, endowments, and privately held businesses.