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Fieldpoint Private names former Citi global research head as CIO


Wealth advisory and private banking firm Fieldpoint Private have appointed Bill Kennedy as Chief Investment Officer, effective 2 July. Kennedy will oversee all of the firm’s investment functions, including research, strategy and asset allocation.

Kennedy served previously with Citigroup and its predecessor firms, where he held a number of roles including Head of Japanese Equity Research, based in Tokyo, and Global Director of Research, leading 900 professionals across the firm’s equity, debt, strategy and quantitative research operations around the world.

He engineered the successful separation of Citi’s investment research from its investment banking operation, and subsequently helped the bank achieve top research market rankings in nearly every region of the world. Kennedy was appointed to the firm’s Management Committee at the age of 37.

Robert S Matthews (pictured), President and CEO of Fieldpoint Private, considers Kennedy to be one of the industry’s leading advocates for purely objective, unconflicted investment advice. "I know of no other leader who has done as much as Bill to protect clients from the conflicts of interest that are all-too-common in traditional firms," he says. "The industry has a long way to go in that regard, but Bill’s work demonstrates that the most important investment strategy of all is simply to put the client first."

"In times like these the world needs a firm like Fieldpoint," Kennedy says. "The more complex global capital markets become, the more clients need to know that the investment advice they receive is independent and unbiased.

“Fieldpoint refuses to push proprietary investment products, and it doesn’t engage in activities such as money manager revenue-sharing programs or proprietary trading that can conflict with clients’ best interests. For a CIO who values integrity above all else, it is the perfect platform."

After 12 years at Citigroup, Kennedy left in 2008 to become a founding partner and Chief Investment Officer of Century Atlantic Capital Management, a hedge fund that spanned debt, equities, interest rates, currencies, commodities and insurance-linked securities. In 2010 his insights in insurance-linked securities brought him to the attention of Guy Carpenter & Co, the world’s leading risk and reinsurance specialist, which recruited him to run the firm’s global analytic and advisory division, a position he held until joining Fieldpoint Private.

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