Daily People Moves – 18 January

Tracking the movement of financial services executives

Asset Management

Baillie Gifford has announced the appointment of two new partners, US equities manager Gary Robinson,and Jan Oliver, a director in the clients department as three existing partners prepare to retire.

Jack Bogle, founder of Vanguard Group and creator of the first index mutual fund in the world, has died at the age of 89.

Janus Henderson Investors has hired Spencer Seto as Head of Institutional Sales for Asia ex-Japan and Serena Sim as Head of Wholesale Distribution for Southeast Asia to replace two officials who left the company last year.

Edith Siermann has started as Head of Fixed Income Solutions and Responsible Investing at NN Investment Partners.

Swiss Life Asset Managers has appointed Tina Störmer, currently Head of Strategic and Special Tasks, as CEO and Country Head.

Natixis Investment Managers has appointed Andrew Benton to the newly created position of Head of northern Europe.

BNP Paribas Asset Management has appointed Sylvain Ghisoni as Country Sales Head for France, within the Global Client Group.

Hedge Funds

Man GLG, has appointed three Portfolio Managers within its long-short equity team – Nick Longcroft, Matteo De Paulis, and Julien Sallmard.

Odey Deputy Chairman Orlando Montagu is leaving the firm after 16 years to focus on his family’s sandwich business.

IBD / Capital Markets

William Blair has named 14 New Partners; David L. Adams (Investment Management/Chicago) Christina Bresani (Investment Banking/New York) David J. Brown (Private Wealth Management/Chicago) Dirk Felsmann (Investment Banking/Frankfurt) Andrew Hendrie (Investment Banking/Chicago) Jonathan Ho (Research/Chicago) Margaret Kaczor (Research/Chicago) Thomas S. Marx (Private Wealth Management/Chicago) Robert (Rob) F. McGuire, Jr. (Institutional Sales & Trading/New York) Sarah P. Mercurio (Private Wealth Management/Chicago) Thomas S. Pruitt (Private Wealth Management/Chicago) Corey P. Ryan (Investment Banking/Chicago) Andrew J. Siepker (Investment Management/Chicago) James Gordon (Gordie) Vap II (Investment Banking/Charlotte)

David Kelman has joined Viridian as an Investment Banker where he will help to lead and to execute buy- and sell-side assignments in the firms growing M&A practice.

Houlihan Lokey, has appointed Christian Keller and Ann Sharkey to strengthen their European Financial Sponsors Group.

Bank of America Merrill Lynch has replaced its London-based Head of Global Investment Banking, Diego De Giorgi, and is to be succeeded by two US-based dealmakers.

Citigroup Inc has appointed David Livingstone as Head of  Operations in Europe, the Middle East and Africa region, replacing Jim Cowles.


Jeremy Fox,  CEO of JLT Re Asia Pacific, will become Chairman of Guy Carpenter Asia Pacific after Marsh & McLennan completes its acquisition of JLT.

Liberty Mutual Re, has appointed Vincent Gilardi as Senior Underwriter for International Casualty.

Beazley has appointed Sally Lake as Group Finance Director, effective once Martin Bride steps down in May 2019.

The position of Vice – Chairman at Marsh & McClennan will be split between JLT Chief Executive Dominic Burke and Julio Portalatin, the current Chief Executive of Consultancy Mercer.

Berkshire Hathaway Specialty Insurance has appointed Simeon Seamer as Head of Property Construction, to lead their expansion into the property construction insurance market in the UK and Ireland.

Private Banking / Wealth Management

The Boston Branch of UBS Financial Services Inc. has appointed two established Financial Advisors, Steven Rossi and David Nash, as well as one Registered Client Service Associate, Deborah Masiello.

Stonehage Fleming has appointed Kate Boswell as a Director in its wealth planning team. She joins from Handelsbanken Wealth Management where she was a Client Director and Head of Private Office in the North.

Bank Julius Baer has created two dedicated sub-regions for the Middle East, Africa and Turkey, and appointed Régis Burger as Head Middle East and Alain Ucari as Head Africa & Turkey.