People moves Financial News

14.02 / 13:52

Abrdn ESG People moves liontrust Ninety One analyst Liontrust hires sustainable investment analyst duo from Ninety One and abrdn

(L-R) Linnea Bengtsson and Connor Godsell (pictured), join Liontrust from Ninety One AM and abrdn, respectively.

16.02 / 15:56

fees Investment trusts People moves delisting City of London investment trust reduces management fee amid AUM growth

The trust's investment management fee was last reviewed and reduced in 2019 and, since then, its net assets under management grew by 48% to just over £2bn.

16.02 / 15:54

jp morgan People moves fixed income multi-asset investment research JP Morgan Private Bank names international fixed income and multi-asset research head

Gonzalez first joined the private bank in New York in 2015 as a fixed income investment research analyst.

15.02 / 14:43

inflation companies Investment trusts People moves Global Equities Annual results Baillie Gifford Scottish American manager Toby Ross steps down from trust

SAINTS noted the share price return had been generally affected by the broadening of discounts that is common among investment trusts currently.

14.02 / 13:51

People moves Robeco Janus Henderson taps ex-Fidelity head of APAC equities research for China role

Victoria Mio (pictured), spent the last 14 years at Robeco, where she most recently served as chief investment officer for China and co-head of Asia pacific equities.

14.02 / 09:49

People moves ETFs Global X ETFs CIO to exit amid senior management exodus

Maier joined the firm in 2017 after more than ten years leading ETF strategy at Merill Lynch and Riven joined the firm in 2018 from Barclays Centre.

13.02 / 13:59

ESG People moves Investec alternative investments Investec names ESG lead for alternative investments

Alicia Forry (pictured) joined Investec in 2017 as head of UK equity products, leading cross-sector ESG research on UK-listed companies.

13.02 / 13:59

Healthcare People moves Candriam overhauls thematic global equity team in succession planning push

As part of the leadership transition, Candriam has appointed Servaas Michielssens as head of healthcare, returning to the firm after a 16-month tenure at a private equity firm.

13.02 / 10:58

companies Wealth managers People moves Business roles Hurst Point promotes Ben Conway to Hawksmoor CIO in exec team reshuffle

Group CEO Ian Gladman (pictured): 'We have ambitions to continue our growth in the coming years'.

12.02 / 13:47

People moves Evelyn Partners Evelyn Partners hires investment manager from Quilter Cheviot in regional push

Prior to joining Evelyn Partners, Daniel Lewis (pictured) worked as an investment manager at Quilter Cheviot for over 22 years, where he worked in wealth management for private clients.

12.02 / 13:47

People moves fixed income analyst EdenTree IM adds senior credit analyst to fixed income team

Moir will contribute to the development of EdenTree’s responsible and sustainable fixed income investment strategies alongside co-managers David Katimbo-Mugwanya and Michael Sheehan.

09.02 / 17:57

Citigroup companies Bank of America People moves Citigroup London wealth division faces 10% job cuts - reports

The memo to staff seen by Bloomberg noted that the cuts would include 21 roles in the firm’s private bank division.

09.02 / 15:08

People moves Alternatives Quilter Investors analyst Quilter Investors hires fund research analyst from Investec W&I for alternatives role

Prior to joining the firm, Todd was a senior research director at Investec W&I on its fund research team, where he led on alternatives funds, as well as active equity funds.

09.02 / 11:21

People moves Verso IM hires Tim Cockerill as investment strategy director

Tim Cockerill (pictured) brings more than 35 years' experience, joining Verso from Rowan Dartington, where he spent 12 years as investment director.

26.01 / 14:13

companies People moves Mattioli Woods axes 'small number' of investment jobs as part of proposition changes

A spokesperson for the company said a ‘small number’ of the investment team have left the business following the restructure.

26.01 / 14:13

Retirement People moves JM Finn chair Sussman retires as part of board shake-up

In 2020, Sussman became chairman for the firm, which he joined in 1997. He served as managing partner, managing director and eventually CEO.

26.01 / 14:13

People moves distribution Former Ardevora head of distribution joins Chikara Investments

Rittner left Ardevora in December 2023 and on 15 January 2024, the firm announced that it will be shutting down after 14 years

25.01 / 19:43

People moves cio Quilter Cheviot poaches UBS UK wealth management CIO Caroline Simmons

Caroline Simmons (pictured) is set to join from UBS Global Wealth Management, where she has been chief investment officer of its UK wealth management business since 2020.

25.01 / 19:43

UK industry Wealth managers People moves schroders Business roles Schroder UK Mid Cap manager Jean Roche joins Takeover Panel

Current members of the code committee include Capital Group global head of ESG Jessica Ground and Law Debenture chair Robert Hingley.

25.01 / 19:43

BlackRock People moves Morningstar Wealth taps Brooks Macdonald for wealth solutions lead

Chris Bishun (pictured) spent over three years at Brooks Macdonald, having joined the firm in June 2020.

25.01 / 11:49

People moves cio Quilter Cheviot poaches UBS UK wealth management CIO Charlotte Simmons

Charlotte Simmons (pictured) is set to join from UBS Global Wealth Management, where she has been chief investment officer of its UK wealth management business since 2020.

People moves Financial News

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