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Who's Moving Where In Wealth Management? - BNP Paribas AM, JDJ Family Office Services
Editorial Staff
20 July 2018
BNP Paribas Asset Management JDJ JDJ Family Office Services, the administrative multi-family office based in Boston, MA, has appointed Kylie Ruschioni, CFP® and Trish Richardson as new partners.
BNP Paribas Asset Management has appointed Jane Ambachtsheer as global head of sustainability.
Ambachtsheer will report to Frédéric Janbon, chief executive and head of investments at BNPP AM. She will join on 27 August and will be based in Paris.
In her new role, Ambachtsheer will be responsible for BNPP AM’s overarching approach to sustainability. Together with Helena Viñes-Fiestas, BNPP AM’s deputy head of sustainability, she will lead on sustainability-related research, environmental social and governance integration, engagement, advocacy and governance.
Ambachtsheer will also manage BNPP AM’s overall corporate social responsibility. She was previously partner and chair of responsible investment at Mercer.
Ruschioni works with clients to manage many aspects of their financial lives, including tax planning, estate planning and implementation, customized financial reporting, and investment administration.
Richardson manages a variety of administrative functions, including marketing, office management, event planning, and various human resources duties.
The firm was launched in 2001. Services include personal accounting and net worth reporting; budgeting and cash flow planning; bill paying and expense reporting; tax planning coordination; investment and balance sheet administration; trust and estate administration; and lifestyle management.