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Moves & Appointments

Lebenthal Asset Management expands portfolio management team

Lebenthal Asset Management expands portfolio management team

Thu, 20/08/2015 - 15:16

Lebenthal Asset Management (LAM), the asset management division of Lebenthal Holdings, has appointed Barbara Doran as a portfolio manager. »

Peter Zuleba

Peter Zuleba appointed President of Glenmede Investment Management

Wed, 19/08/2015 - 14:55

Glenmede, a privately-held and independently owned investment and wealth management firm, has appointed Peter J Zuleba (pictured), III, CFA, as President of the company's institutional strategies business, Glenmede Investment Management LP (GIM). »

Nuveen Investments hires multi-asset class solutions expert Derek Sasveld

Nuveen Investments hires multi-asset class solutions expert Derek Sasveld

Tue, 18/08/2015 - 14:33

Nuveen Investments has hired Derek Sasveld as Managing Director, Head of Multi-Asset Class Solutions. »

Mariano Giralt to lead BNY Mellon’s growing global tax services team

Mariano Giralt to lead BNY Mellon’s growing global tax services team

Tue, 18/08/2015 - 13:59

BNY Mellon has appointed Mariano Giralt as head of Global Tax Services. Giralt will be responsible for the growth and development of the company’s Global Tax Services business.  »

Imagineer Technology Group hires AJ Herold

Imagineer Technology Group hires AJ Herold

Tue, 18/08/2015 - 09:37

Imagineer Technology Group has added AJ Herold (pictured) as a Senior Business Development Consultant to the firm’s team. »

Odeon Capital Group LLC Announces Product and Research Expansion

Odeon Capital Group LLC Announces Product and Research Expansion

Tue, 18/08/2015 - 09:23

Odeon Capital Group, a New York-based independent Broker-Dealer with trading, investment banking and research services, has expanded into US Fixed Income Rates Trading with the hiring of a team of five individuals and the addition of veteran retail-focused analyst, Rick Snyder. »

Vistra announces expansion of Cayman Islands operations

Vistra announces expansion of Cayman Islands operations

Mon, 17/08/2015 - 14:31

Vistra, a provider of corporate, trust and fund administration services, has expanded its Cayman Islands’ operations and recruited a Cayman resident Managing Director.  »

Custom House Fund Services opens London office

Custom House Fund Services opens London office

Mon, 17/08/2015 - 14:30

Custom House Fund Services, a provider of financial services to the alternative investment sector, has appointed Richard Hale as Director, Business Development UK. »

Standish Mellon Asset Management appoints David Leduc as CEO

Standish Mellon Asset Management appoints David Leduc as CEO

Mon, 17/08/2015 - 09:25

Standish Mellon Asset Management Company has appointed David Leduc as Chief Executive Officer (CEO).  »

CFTC Commissioner Mark P Wetjen resigns

CFTC Commissioner Mark P Wetjen resigns

Mon, 17/08/2015 - 09:19

Commissioner Mark P Wetjen has announced his resignation from the US Commodity Futures Trading Commission, effective 28 August, 2015. Wetjen served as Acting Chairman of the Commission from January 2014 to June 2014 »

Macro Risk Solutions expands portfolio team

Macro Risk Solutions expands portfolio team

Fri, 14/08/2015 - 10:51

Macro Risk Solutions (MRS), an investment advisor providing risk and hedging products and solutions to institutional investors, has hired Mayank Seksaria as a Principal and Director in the firm’s San Francisco office.   »

JonesTrading names Gavin Spencer International CEO

JonesTrading names Gavin Spencer International CEO

Fri, 14/08/2015 - 10:43

JonesTrading Institutional Services, an institutional equity block trading and execution firm based in the United States has named Gavin Spencer as CEO of its United Kingdom affiliate, JonesTrading International Ltd. »

Roniger resigns as Gottex CFO

Roniger resigns as Gottex CFO

Fri, 14/08/2015 - 10:42

Timothy Roniger has resigned as Chief Financial Officer of Gottex with effect from 10 November, 2015. »

Options names former NYSE Technologies exec Helen Viccars as VP Sales and Account Management

Options names former NYSE Technologies exec Helen Viccars as VP Sales and Account Management

Thu, 13/08/2015 - 14:19

Options, a managed service and IT infrastructure provider to the global capital markets industry, has appointed former NYSE Technologies sales executive, Helen Viccars (pictured), to the firm’s global sales team.  »

OppenheimerFunds adds Ruta Ziverte to new multi-sector fixed income team

OppenheimerFunds adds Ruta Ziverte to new multi-sector fixed income team

Wed, 12/08/2015 - 14:42

Ruta Ziverte has joined Oppenheimer Funds as a senior portfolio manager in the newly formed Multi-Sector Fixed Income team, reporting to Michael Mata (pictured), head of the new Multi-Sector Fixed Income team, which looks across global debt markets for attractive opportunities. »

Weeden Prime Services announces new hires

Weeden Prime Services announces new hires

Wed, 12/08/2015 - 09:12

Weeden Prime Services, a prime brokerage services provider for hedge funds, has expanded its sales and client services teams. »

Citi strengthens EMEA investor services team

Citi strengthens EMEA investor services team

Wed, 12/08/2015 - 07:44

Citi has made a number of strategic hires to its Investor Services franchise in Europe, the Middle-East and Africa (EMEA). »

Confluence adds to London Performance Analytics team

Confluence adds to London Performance Analytics team

Tue, 11/08/2015 - 13:11

Confluence, a specialist in investment data management automation for regulatory, financial and investor reporting, has added to its London team with the appointment of Katie Kiss as Director of Performance Analytics. »

Carolon Capital appoints Verkuilen as Global Head of Client Services

Carolon Capital appoints Verkuilen as Global Head of Client Services

Tue, 11/08/2015 - 13:10

Financial advisory firm Carolon Capital has named Joanne Verkuilen (pictured) as Global Head of Client Services. »

Calypso appoints Chief Product Officer

Calypso appoints Chief Product Officer

Tue, 11/08/2015 - 13:08

Calypso Technology has appointed Pedro Porfirio as Senior Vice President, Chief Product Officer. In this role, Porfirio will be responsible for overall product strategy, driving product development and innovation across Calypso's solutions. »

LOIM launches ILS offering and hires CAT bond team

LOIM launches ILS offering and hires CAT bond team

Mon, 10/08/2015 - 12:32

Lombard Odier Investment Managers (LOIM), the institutional asset management arm of Lombard Odier Group, has appointed an Insurance Linked Strategies (ILS) team to offer institutional clients a further asset class with low correlation to mainstream assets. »

John J Mahon joins Washington DC Office of Schulte Roth & Zabel

John J Mahon joins Washington DC Office of Schulte Roth & Zabel

Mon, 10/08/2015 - 07:36

Schulte Roth & Zabel (SRZ) has added attorney John J Mahon as a partner in the Investment Management Group, resident in the firm's Washington DC office. Mahon joins SRZ from Sutherland Asbill & Brennan LLP. »

K&L Gates strengthens investment management practice with New York partner addition

K&L Gates strengthens investment management practice with New York partner addition

Fri, 07/08/2015 - 07:26

The New York office of global law firm K&L Gates LLP has added Edward Dartley as a partner in the firm’s investment management, hedge funds and alternative investments and private equity practices. He joins K&L Gates from Pepper Hamilton LLP. »

GAMCO adds to investment team

GAMCO adds to investment team

Wed, 05/08/2015 - 13:45

GAMCO Investors has named Christopher J Marangi and Kevin V Dreyer as Co-Chief Investment Officers of the firm’s Value team joining Chairman Mario Gabelli (pictured) in implementing GAMCO’s Private Market Value with a Catalyst stock selection investment process. »

Columbia Threadneedle Investments hires Jim Bumpus to lead US national sales

Columbia Threadneedle Investments hires Jim Bumpus to lead US national sales

Tue, 04/08/2015 - 07:50

Jim Bumpus has joined Columbia Threadneedle Investments as National Sales Manager. »

Structured finance lawyer Rupert Wall joins Sidley in London

Structured finance lawyer Rupert Wall joins Sidley in London

Tue, 04/08/2015 - 07:34

Sidley Austin has appointed Rupert Wall as a partner in the firm’s Global Finance practice in London.  »

Omni Event Fund adds London-based marketing and investor relations manager

Omni Event Fund adds London-based marketing and investor relations manager

Mon, 03/08/2015 - 14:06

Omni Partners has hired Rajesh Shanmuganathan as Marketing and Investor Relations Manager. Shanmuganathan will be based in Omni’s London office.  »

Matthew Granade to join Point72 Asset Management as Chief Marker Intelligence Officer

Matthew Granade to join Point72 Asset Management as Chief Marker Intelligence Officer

Fri, 31/07/2015 - 13:21

Matthew Granade has been named Chief Market Intelligence Officer at Point72 Asset Management (Point72). He will lead several of the Firm's unique research capabilities, including Canvas, Aperio, TRAC, and its team of economists. »

EBS BrokerTec introduces combined Executive Management Team 

EBS BrokerTec introduces combined Executive Management Team 

Fri, 31/07/2015 - 07:18

EBS BrokerTec, ICAP's electronic foreign exchange (FX) and fixed income business, has formed an EBS BrokerTec Executive Management Team.  »

Kames Capital completes ‘Cheesegrater’ move

Kames Capital completes ‘Cheesegrater’ move

Wed, 29/07/2015 - 14:06

Kames Capital has completed the move of its London office to The Leadenhall Building, otherwise known as the ‘Cheesegrater.’ »

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