People moves Financial News
25.01 / 11:47
People moves
Dimensional Fund Advisors promotes head of research to co-CIO
As Co-CIOs, O’Reilly and Rizova will lead a team of more than 300 investment professionals across six countries.
25.01 / 11:46
People moves
Home REIT
exits
Former Alvarium Home REIT Advisors director Jonathan Elkington exits AlTi Global
Elkington became an Alvarium director in 2009 and was a founding director of Alvarium Home REIT Advisors, Home REIT's former investment adviser.
24.01 / 17:19
Wealth managers
People moves
Alternatives
Business roles
Wealth Management
private markets
Moonfare head of UK and Ireland departs for private markets rival
Cotton joins from Moonfare, where he served as head of UK and Ireland, and helped establish the firm's UK subsidiary.
24.01 / 17:19
UBS
President
People moves
UBS AM names president as Suni Harford retires
Suni Harford (pictured) took on the role of president of asset management in 2019 after joining UBS in 2017.
24.01 / 17:19
regulation
UBS
Credit Suisse
European Central Bank
People moves
FINMA
Swiss regulator appoints ECB veteran as CEO
Most recently, Walter developed the supervision of global systemically important banks at the European Central Bank in Frankfurt.
23.01 / 15:39
People moves
liontrust
Ninety One
Fidelity International
Fidelity hires veteran manger duo following Jeremy Podger's retirement
They will work together on the £3.2bn Fidelity Global Special Situations fund and the £4.3bn Fidelity Funds — World fund.
23.01 / 15:39
Abrdn
People moves
Alternatives
abrdn cuts back on 'niche' ABS team in bid to keep up with UK trends
In the latest move, abrdn has opted to reshuffle the ABS team, according to a spokesperson for the firm.
22.01 / 16:41
People moves
CBAM
Close Brothers AM hires senior investment manager from Quilter Cheviot
Matt Hearsum (pictured) has joined after more than a decade at Quilter Cheviot.
22.01 / 13:27
People moves
Support
LGIM appoints manager research specialist to support MPS offering
Sam Kulahan was previously a senior analyst within the manager research team at Morningstar for over four years.
22.01 / 13:27
People moves
Lombard Odier names co-head of asset management business
Prior to joining Lombard Odier, Ducat (pictured) was CEO of La Financière de l'Echiquier.
18.01 / 14:37
People moves
Chikara Japan Alpha fund manager Jonathan Dobson retires
Jonathan Dobson (pictured), joined Chikara in 2006 and has been lead manager of the Chikara Japan Alpha fund since its launch in 2007.
18.01 / 09:31
property
Investment trusts
People moves
Business roles
social housing
Home REIT
Entire Home REIT board commits to step down on publication of results as chair Fennah replaced
The filing contained no information regarding a potential publication for the delayed results.
17.01 / 12:29
People moves
fixed income
Vanguard
Rathbones AM adds assistant portfolio manager to fixed income team
Christie Goncalves (pictured), joins the firm after eight years at Vanguard.
17.01 / 09:33
People moves
schroders
Schroders UK equities veteran Andy Simpson to retire after 34 years
Simpson joined Schroders in 1989 as a UK equity fund manager, which acted as the beginning of his career in financial services.
17.01 / 09:33
companies
Results
Wealth managers
Investment trusts
Unit trusts/OEICs
People moves
Liontrust raids GAM for team heads as outflows persist
Mark Hawtin (pictured) joins Liontrust
17.01 / 09:33
17.01 / 09:33
People moves
Investec W&I
Close Brothers AM
CBAM
Close Brothers AM poaches another senior investment manager from Investec W&I
Barrow was most recently at Investec Wealth & Investment as a wealth manager and senior investment director, where she spent more than 15 years.
16.01 / 13:20
People moves
fixed income
Boutique
Vontobel appoints head of fixed income boutique as Lue-Fong retires
Andrew Jackson (pictured) was previously head of fixed income at Credit Suisse Asset Management.
15.01 / 16:29
Abrdn
People moves
Gravis
private credit
Gravis taps abrdn for private credit chief
Poulin joined from abrdn, where she was head of European private placements.
15.01 / 16:29
UBS
Credit Suisse
Unit trusts/OEICs
People moves
Credit Suisse managers depart to launch macro fund at Lombard Odier IM
The fund will comprise a blend of discretionary and systematic strategies, and is expected to launch on LOIM’s 1798 alternatives platform in Q3 2024.
15.01 / 16:29
BlackRock
People moves
iShares
private markets
infrastructure
exits
iShares chief Ramji exits in management shake-up
The exits were announced in a memo to staff from Larry Fink, chair and chief executive at BlackRock, and Rob Kapito, president on Friday (12 January).
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