People
Hong Kong-based asset management company Chartwell Capital has appointed Joe Wan as senior advisor.
As a Certified Public Accountant since 2004, Wan has over 12 years of experience in accounting and mergers and acquisitions consulting.
Before joining Chartwell, Wan was with PricewaterhouseCoopers Corporate Finance, where he represented listed corporate clients in making acquisitions and private clients in fund-raising, private equity, and identifying acquisition opportunities.
In his new capacity, Wan will improve Chartwell’s investment research capabilities and keep the company up to date on changes in relevant accounting standards. He will also be involved in identifying small and medium-sized companies in Asia.
“We
BNP Paribas Securities Services has appointed Nick Jenkins as head of technical for trustee and depositary services in the UK.
Jenkins has 30 years’ experience in the trustee and depositary industry.
He joins from Citi where he was head of fiduciary oversight and research.
At BNP Paribas he will work with asset manager clients to help them manage regulatory change and ensure a smooth transition to the Alternative Investment Fund Managers Directive (AIFMD) and Ucits V regimes.
“Nick is an expert in how AIFMD and Ucits V apply to UK asset managers. He brings an outstanding wealth
Preqin, the alternative asset industry data and intelligence specialist, has appointed David Brierwood as a non-executive director.
He joined the board on 12 August 2014.
Brierwood holds a wealth of experience in investment data analytics and solutions, most recently in his role as chief operating officer of MSCI, which he held from 2006 to February 2014.
Prior to his role at MSCI, Brierwood worked for Morgan Stanley for 20 years and held a variety of senior positions, including global risk manager of the Morgan Stanley equity division and chief operating officer of Morgan Stanley’s institutional and retail securities
Marc Lim has joined tax firm WTAS as a managing director in the commercial and alternative investment funds practices in the San Francisco office.
Prior to joining WTAS, Lim spent nine years as a tax practitioner in Japan and was a partner at Zeirishi-Hojin PricewaterhouseCoopers in Tokyo.
A Bay Area native, Lim spent six years prior to Tokyo servicing technology clients as an international tax practitioner at both PricewaterhouseCoopers and Arthur Andersen in San Jose, California.
Lim has more than 15 years of experience in international tax consulting to multinational corporate and financial services clients. His practice area
Murano Connect is establishing a presence in Midtown Manhattan and expanding its US analytics team there.
Murano is a London-based firm that provides an “investment dating service,” connecting compatible funds and investors.
Since incorporation in early 2011, Murano has expanded its client base outside of the UK and Europe and now works with a range of managers worldwide.
“Being London-based is a major advantage and allows us to have global reach. We start the day calling investors in Asia and finish the afternoon in the US," says Kristen Meehan, head of North American sales.
Murano initially established
SEI has appointed four independent board members for its recently-launched series trust, The Advisors’ Inner Circle Fund (AIC) III, which addresses the rising demand for alternative strategies packaged as mutual funds.
The board members, Jon Hunt, Terry Jones, Tom Lemke, and Randy Yanker, have hands-on experience in the financial services sector.
SEI’s Investment Manager Services division introduced its Advisors’ Inner Circle platform nearly 25 years ago. The platform, which now holds over USD35 billion in assets under management, launched its third series trust, AIC III, to provide managers with a turnkey solution for the operations of a variety of
Accounting firm Richey May & Co has expanded its alternative investment division by adding three senior-level hires – Daniel O’Connor, Stephen Vlasak and Jonathan Sharon, who will lead the practice.
“The addition of these individuals reflects our ongoing commitment to provide an outstanding level of service as our alternative investment client base grows and as we focus on the middle market,” says Ken Richey, managing partner of Richey May. “We are pleased to be adding such talented executives to enhance and broaden our growing alternative investment team of professionals.”
O’Connor is an audit partner and Richey May’s alternative investment service
Kaspar Hense has joined Fixed income and alternative investments specialist BlueBay Asset Management’s investment grade team as portfolio manager for global sovereign and aggregate bond strategies.
BlueBay’s investment grade business currently stands at close to USD30bn of AUM (as at 30 June 2014) and incorporates seven distinct strategies in traditional and alternative investment vehicles. With the addition of Kaspar, the investment grade team now comprises 24 investment professionals with an average investment experience of 13 years.
Kaspar has nearly a decade of global fixed income portfolio management experience. He started his investment career in 2005, and worked for much
Johan Terblanche has joined global law firm Dechert as a partner in the financial services group. Terblanche, who was most recently a partner at Loyens & Loeff, will be resident in the firm’s Luxembourg office.
“Our Luxembourg office has doubled its business over the last four years,” says Peter Astleford, global co-chair of Dechert’s financial services group. “The arrival of Johan will help continue this trend and will herald an additional focus on US and UK promoters wishing to utilise Luxembourg as a private funds base.”
"Johan is a great addition and with his deep experience on both Luxembourg
“We are focused on global equity because that tends to be the first thing Asian investors consider when diversifying away from domestic equity,” explains Yu-Ming Wang (pictured), global head of investment at Nikko Asset Management.
This week in London, Nikko AM introduced a new team of six portfolio managers led by Will Low who previously managed the high-alpha equity team at Scottish Widows Investment Partnership (SWIP). The team will continue to operate out of Edinburgh.
“Our footprint is very much Asia-based. Investors there are looking to diversify outside of their domestic markets whether they be Japan, China, Singapore. That
