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Moves & Appointments

two fingers

bfinance grows client coverage team

Thu, 26/03/2015 - 21:00

bfinance has appointed two new advisory professionals. Alexandra Martinez joins as a Director and William Nicholson as an Associate, both in the UK and Ireland Client Coverage team. »


O'Shaughnessy Asset Management expands Portfolio Management Team

Thu, 26/03/2015 - 13:00

O’Shaughnessy Asset Management (OSAM), a quantitative money management firm with approximately USD7 billion in assets under management, has expanded its portfolio management team. »


RW Pressprich & Co expands energy team

Thu, 26/03/2015 - 11:00

RW Pressprich & Co, a New York-based institutional broker dealer, announced today the addition of two senior professionals to its team. »

man with megaphone

Citizens Financial Group names Donald H McCree Vice Chairman and Head of Commercial Banking

Thu, 26/03/2015 - 09:00

Citizens Financial Group has appointed Donald H McCree as Vice Chairman and Head of Commercial Banking.  »

hand shake

Phocion Investments appoints Kosta Segounis and David Rowen as MDs

Wed, 25/03/2015 - 11:30

Phocion Investments, a provider of performance and due diligence consulting services, has appointed Kosta Segounis, CPA, CA, CFA and David Rowen, CFA, FRM as Managing Directors. »

board table

Arlington appoints new CFO

Tue, 24/03/2015 - 15:30

Arlington Asset Investment Corp has appointed Richard E Konzmann as the Company's Executive Vice President, Chief Financial Officer (CFO) and Treasurer, with immediate effect.  »


Jun Zhu named co-portfolio manager of Leuthold Core Investment Fund

Tue, 24/03/2015 - 09:00

Jun Zhu, a member of the Leuthold Weeden Capital Management research team since 2008, has been named a co-portfolio manager of the Leuthold Core Investment Fund. »

man with megaphone

Amundi appoints Laurent Ducoin as Head of European Equities

Mon, 23/03/2015 - 20:30

Amundi has appointed Laurent Ducoin as Head of European Equities. Reporting to Romain Boscher, Global Head of Equities, Laurent took up his position on 10 March 2015. »

board table

AGDelta expands board of directors

Mon, 23/03/2015 - 19:30

Wealth management IT solutions provider AGDelta has expanded its Board of Directors. The board, which was elected on 15 October, 2014, brings together prominent industry specialists and visionaries in Financial Technology.  »


Joseph Molloy joins HSBC Global Asset Management as Head of Passives

Mon, 23/03/2015 - 17:00

Joseph Molloy has joined HSBC Global Asset Management as Head of Passive Equity. »

Paul Trickett

Legal & General appoints BESTrustees to Mastertrust board

Mon, 23/03/2015 - 16:15

Legal & General Investment Management Workplace Savings has appointed BESTrustees plc to its Mastertrust Trustee Board with effect from 1 April 2015.  »

two fingers

Confluence adds two to London office

Mon, 23/03/2015 - 16:00

Confluence, a specialist in investment data management automation for regulatory, financial and investor reporting, continues its expansion in Europe with two new additions to its London office.  »

change direction sign

Miton renames multi asset funds

Mon, 23/03/2015 - 15:30

Miton has changed the names of the CF Miton Special Situations and CF Miton Strategic Portfolios to the CF Miton Defensive Multi Asset Fund, and CF Miton Cautious Multi Asset Fund, respectively. »

board table

Principal Financial Group names Hochschild to board of directors

Mon, 23/03/2015 - 12:00

The Principal Financial Group has appointed Roger C Hochschild, president and chief operating officer for Discover Financial Services, to the company’s board of directors effective 18 March, 2015. »

hand shake

The Silverfern Group Names Joe Haslip Head of Capital Strategies and Investor Relations

Mon, 23/03/2015 - 06:00

The Silverfern Group has appointed Joe Haslip as a Managing Director and Head of Capital Strategies and Investor Relations, as the firm accesses the institutional funds market for the first time. »

hand shake

Sprott adds US-based precious metals specialist

Fri, 20/03/2015 - 11:30

Sprott has appointed Trey Reik, a 33-year veteran of the investment management business, as Senior Portfolio Manager and Precious Metal Strategist.  »

hand shake

Rothschild Asset Management appoints CEO

Fri, 20/03/2015 - 10:30

Rothschild Asset Management  has appointed Michael Woods as Chief Executive Officer (CEO) with immediate effect.  »

London offices

Navik Patel appointed Head of Directional Strategies at Amundi Alternative Investments

Thu, 19/03/2015 - 20:00

Amundi has appointed Navik Patel as Head of Directional Strategies, Senior Analyst at Amundi Alternative Investments, based in the firm’s London office. »

board table

Mitsubishi UFJ Fund Services appoints Ken McCarney as CEO

Thu, 19/03/2015 - 17:30

Mitsubishi UFJ Fund Services (Mitsubishi UFJ), has appointed Ken McCarney as Chief Executive Officer. »

sell button

CUSO Financial Services and Sorrento Pacific Financial appoint new national sales manager

Thu, 19/03/2015 - 10:00

Sister companies, CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), full-service broker-dealers and SEC Registered Investment Advisers providing customised investment and insurance solutions to financial institutions, have hired Mark Hoaglin as national sales manager.  »


Meketa Investment Group expands London Office

Wed, 18/03/2015 - 18:30

Meketa Investment Group is expanding its London office with the relocation of Senior Vice President Timothy Atkinson. »

board table

GMEX Group appoints Sandy Broderick as Non-Executive Chairman of GMEX Exchange

Wed, 18/03/2015 - 17:30

Sandy Broderick has been appointed as Non-Executive Director (NED) to the Boards of GMEX Technologies Limited (GMEX TECH); Global Markets Exchange Group Limited (GMEX) which operates GMEX Exchange; and Global Derivatives Indices Limited (GDI).  »

Irish flag

Global Sustainability Initiative to establish HQ in Ireland

Tue, 17/03/2015 - 17:00

The Global Sustainability Initiative (GSI), an global impact investment project, is to have its headquarters in Catslebar, County Mayo, Ireland, where 250 jobs will be created. »

hand shake

Delaware Investments appoints Shawn Lytle as President

Tue, 17/03/2015 - 16:45

Delaware Investments, a member of Macquarie Group, has appointed Shawn Lytle as President, effective 1 June, 2015. Lytle joins rom UBS Global Asset Management where he worked for 13 years, most recently heading its business in the Americas for the past five years. »

hand shake

Parametric strengthens institutional relationship management team

Tue, 17/03/2015 - 09:00

Parametric Portfolio Associates has appointed Craig Letendre, CAIA, as a Client Service Associate.  »

man with megaphone

Citi appointed successor depositary bank for Akbank’s ADR programme

Fri, 13/03/2015 - 21:00

Citi’s Issuer Services business, acting through Citibank, has been appointed by Akbank TAS (Akbank) as the successor depositary bank for its Level 1 American Depositary Receipt (ADR) programme.  »

Montreux Oliver Harris

Montreux appoints advisor to Commodity Trading Fund

Fri, 13/03/2015 - 20:00

Montreux Capital Management has boosted the team behind its Commodity Trading Fund with the addition of experienced geologist and small cap mining entrepreneur Dr Steven Newbery. »

Spainish flag

SYZ opens new office in Zaragoza

Fri, 13/03/2015 - 06:00

N+1 SYZ, the Spanish private banking entity of the SYZ Group, is continuing its expansion in Spain with the strengthening of its private banking team in Madrid and the opening of an office in Zaragoza. »

hand shake

Liquidnet hires European head of execution and quantitative services

Thu, 12/03/2015 - 19:15

Industry veteran Chris Jackson has joined Liquidnet as European Head of the firm’s Execution and Quantitative Services (EQS) Group.  »


Paul Chambers joins Global Hunter Securities’ equity sales team

Thu, 12/03/2015 - 15:30

Global Hunter Securities, a division of Seaport Global Securities has appointed Paul Chambers as Institutional Salesman in the firm’s New York office.  »

Special report
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Switzerland Hedge Fund Services 2015

Switzerland Hedge Fund Services 2015

Tue, 24/02/2015 - 19:14

New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversification opportunities... »

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Fri, 27 Mar 2015 00:00:00 GMT

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Fri, 27 Mar 2015 00:00:00 GMT

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