Robin Geffen, co-founder of Neptune Investment Management has named his son William Geffen as an Assistant Manager on a trio of funds at the firm. Geffen’s son has initially joined as an analyst intern in 2018 and was promoted to senior analyst early this year. Additionally, CIO James Dowey is now sole manager of the Global Equity fund, taking over from Robin Geffen. Other changes within the firm include Clare Pleydell-Bouverie’s and James O’Connor’s promotion to assistant fund manager on the Income fund working alongside other assistant fund managers Storm Uru, George Boyd-Bowman and Dowey, supporting lead manager Robin Geffen.
Co-chief Executive Officer Joseph P. Landy is stepping down from his co-CEO responsibilities over the next year. Charles Kaye, Landy’s partner in managing and growing the firm for two decades, will become sole CEO. Landy and Kaye have co-led the firm since the early 2000s, after founders Lionel Pincus and John Vogelstein stepped down.
Steven A. Cohen’s hedge-fund firm Point72 is facing departures of long-tenured money managers. At least twelve portfolio managers out of about 50 in the stock-focused division in the U.S. and London offices have left this year. At least five managers moved to rival Citadel LLC. Among the recent exists include David Corwin, a seasoned manager, is reportedly joining Citadel. Technology portfolio manager Justin Bell who spent 11 years with Cohen has joined Citadel last month.
Private Banking / Wealth Management
A successor to Patrick Odier has been chosen. Lombard Odier’s long-standing senior partner will step down in 2022. Hubert Keller, who has been a partner since 2006, will assume the senior partner role.
Head of Fixed Income Trading Ioannis “John” Pipilis is leaving left Deutsche Bank after twenty years of service. His departure transpires more than a week after the German bank announced its massive restructure.
After 23 years at JP Morgan, Head of Credit Sales for Europe James Pearce has left the firm.
IBD / Capital Markets
Joaquim Barata Correia has been appointed Chief Executive Officer for Portugal at Deutsche Bank. Barata Correia will head the corporate finance area, which he was already in charge since 2013, and also oversee the private and commercial business sold to Spanish bank Abanca in June.
Allianz Global Corporate & Specialty SE (AGCS) has named Linda Regner Dykeman as its new Chief Agent of Canada. Previously, Dykeman has been the head of MidCorp for AGCS Canada. Meanwhile, Glaucia Smithson has been appointed new Chief Executive Officer for South America. Smithson joins from Zurich Brazil where she served as head of commercial insurance, corporate life and pensions. Based in São Paulo, she will lead the market strategy for AGCS Brazil, targeting profitable growth in the country and other key South American markets such as Chile, Argentina or Colombia.
Generali Global Corporate & Commercial (GGC&C) has promoted Dawood Yeung to Head of Engineering Underwriting GC&C Asia. Yeung joined the firm as an engineering senior manager in 2004.
Joshua Walker has been appointed Chief Product Officer within the intellectual property solutions unit at Aon. He will oversee consulting, valuation and risk transfer offerings in the intellectual property asset class. Walker has been practicing intellectual property and big data law for more than 16 years.
Back / Middle Office
Darren Zeidel has been appointed to the role of Executive Vice President, General Counsel and Company Secretary at Aon. Zeidel has been working at the firm for seven years and most recently served as deputy general counsel.