People
Liontrust, the specialist fund management group, has expanded its Sustainable Advisory Committee through the appointment of Valborg Lie.
Lie has extensive experience and knowledge of Sustainable Investment, including through her previous role as Head of Responsible Investment (RI) with the Asset Management Team at the Norwegian Ministry of Finance, which holds the role of principal for the Norwegian Government Pension Fund Global.
She is Founding Director of Borg Consulting, which advises investors on the development and implementation of RI policies and practices, including stewardship activities and ESG (Environmental, Social and governance) integration.
During the autumn of 2017, Lie
Tax specialist William Jean-Baptiste has joined Ogier’s team in Luxembourg as a tax partner.
Jean-Baptiste (pictured), who joins Ogier’s eight-strong partnership in Luxembourg, focuses on tax structuring of international investment transactions, investment funds and on-going tax management.
His experience covers acquisitions and holding structures for real estate, private equity and private capital investment, financing, mergers, acquisitions and reorganisations of financial institutions, securitisation and structured financial products.
Jean-Baptiste’s corporate and funds tax advisory practice is supplemented by experience in wealth planning and family office services for private clients in the management of their cross-border legal and tax planning needs.
Latham & Watkins has appointed Ivana K Rouse as a partner in the Corporate Department and a member of the Investment Funds Practice in the firm’s Houston office.
Rouse’s practice covers a broad range of private funds, including private equity-style energy, credit and mid-market funds, cryptocurrency funds and hedge funds.
“We are excited to welcome Ivana to the Corporate Department and to the firm. She has an excellent track record in the investment funds space and will be be an incredible anchor for the group here in Houston. Her sophisticated experience and legal skills will help clients take
Artemis Investment Management has promoted Nick Shenton and Andy Marsh, co-managers alongside Adrian Frost of the GBP5.5 billion Artemis Income Fund and of a further GBP3.6 billion in other UK equity income mandates, to partner with immediate effect.
Shenton has managed income mandates alongside Frost for six years. After studying Economics with French at the University of Nottingham, he started his career at F&C Asset Management in 2003. He spent four years there as an analyst and assistant fund manager on the UK and pan-European equities desks. In 2007 Shenton moved to Polar Capital as a fund manager on the
Neuberger Berman, a private, independent, employee-owned investment manager, has hired Joe McDonnell as head of portfolio solutions (EMEA).
McDonnell will be part of the quantitative and multi-asset class investments team at Neuberger Berman, reporting to co-heads Erik Knutzen and Doug Kramer.
In this newly-created role, McDonnell will be responsible for designing and overseeing multi-asset mandates and engaging with strategic partners. He will leverage the broader Neuberger Berman platform to identify customised quantitative solutions and to help construct, oversee and implement portfolios to meet specific client objectives.
McDonnell joins from Morgan Stanley Investment Management, where he spent ten years
Koine, an institutional custodian for the digital economy, has appointed Hugh Hughes as Chairman and CEO.
Hughes is a highly experienced figure in European technology and financial markets. He was CEO of Societe Generale Securities in London for 10 years. Previously, he built stockbroking businesses in London, selling and merging them into major European financial institutions.
In 2005, Hugh co-founded Fixnetix, a financial technology company. Fixnetix built a secure, low-latency network connected globally to trading venues that, in turn, provided fastest-in-class price discovery, trade execution and trade confirmation for the algorithmic trading desks of investment banks, hedge funds and
Alternative investments firm SkyBridge Capital (SkyBridge) has appointed Joseph J Grano, Jr as a senior adviser to the firm.
As senior adviser, Grano will provide counsel on the strategic direction of the firm with an emphasis on new product development and initiatives to better serve the firm’s investors.
“We are pleased to welcome Joe to the team,” says Anthony Scaramucci, founder and managing partner at SkyBridge. “Drawing on his deep industry experience as former chairman and CEO of Centurion Holdings and UBS Financial Services, Joe will work with our management team to advise on the firm’s positioning, including the
Bramshill Investments has appointed Ara Balabanian as a Managing Director and Portfolio Manager specialising in Structured Products in the firm’s investment team.
Balabanian (pictured), will join Senior Portfolio Manager, Paul van Lingen, in the firm’s Newport Beach Office to assist in the management of the Bramshill Structured Products Fund that was formally launched in the fall of 2018 as well as supporting the current Structured Products assets under management.
“We are very excited to have Ara join the Bramshill team. His more than 18 years of experience in Structured Products of all types will help us continue to expand our
Schroders has appointed a private assets specialist to oversee the continued growth and development of its business on a global scale.
Georg Wunderlin, most recently the Chief Executive Officer of HQ Capital, a leading alternatives manager, will assume the newly-created role of Global Head of Private Assets in May.
He will focus on developing and executing Schroders’ private assets growth strategy across these specialist asset classes on a global scale and enabling the business to better deliver private assets-focused investment solutions for clients.
He will report into Group Chief Executive Peter Harrison and join the Group Management
Coho Partners has appointed Ward Kruse, CFA, as portfolio manager/investment analyst in its Investment Team.
“Ward is an accomplished portfolio manager and analyst. He brings to Coho a wealth of experience and a great reputation,” says Coho Chief Investment Officer, Peter Thompson, to whom Mr Kruse will report. “Investing in talent is one of the ways we strengthen our business and we are delighted to welcome him to our team.”
As the newest member of Coho’s Investment Team, Kruse is focussed on investment research and portfolio management.
Prior to joining Coho, Kruse spent 20 years working on the
