Daily People Moves – 18 September

Asset Management

Columbia Threadneedle Investments has appointed Katherine Haesaerts as Sales Director covering Belgium. She joins from La Financière de l’Echiquier where she was Sales Director for Benelux & Scandinavia.

Natixis Investment Managers has appointed Robert Koopdonk as Head of the Netherlands. He joins from Allianz Global Investors where he was responsible for sales in the Benelux and Nordic region.

Mirabaud is hiring veteran distributions expert, Selina Tyler for its asset management arm in London. She moves from Hermes Investment Management dazu, where she ran distribution.

AXA IM has hired BMO Global Asset Management’s Yo Takatsuki, as Head of ESG Research and Engagement as part of moving into the next phase of its responsible investment offering by integrating ESG analysis across all of its investment platforms.

Kempen Capital Management has appointed Peter Bretveld as Senior Real Estate Portfolio Manager. He joins from Blue Sky Group where he was Senior Portfolio Manager.

Banca March has promoted David Espeja to Private Banking Director, replacing José Ramón Aranda move to a new role as a director within the firm’s Banca Patrimonial Madrid Oeste.

Invesco has appointed Laure Peyranne as Head of their ETF business in Iberia and Latin America.

Schroders’ Michael Scott, Manager of the £739m High Yield Opportunities fund and other bond strategies, is moving to Man GLG as a Portfolio Manager in its credit business.

Sanlam UK has hired Richard Pursglove as Head of Distribution.

J.P. Morgan Asset Management has hired Simone Ishikawa as an ETF Sales Strategist and Álvaro Quirós as an ETF Product Specialist. She joins from J.P. Morgan’s Corporate and Investment Bank, where she was a Business Manager for UK Cross-Asset and EMEA Equities Heads of Sales.

Carmignac has appointed Ramón Carrasco as its Business Development Director for Spain. He joins from Bankinter, where he worked as Financial Analyst, Senior Advisor, and responsible for commodities.

As part of a focus on responsible investment, having increased ESG integration within all investment platforms, Axa Investment Managers is making new hires to strengthen its expertise in the field including BMO Global Asset Management’s Head of Governance and Sustainable Investment, Yo Takatsuki.

IBD / Capital Markets

Citigroup has hired three investment bankers for its technology investment banking group focused on software in the US and in Europe, with Brian Marshall joining from Credit Suisse Group in San Francisco; Jim Mackey, a former Executive at Canada’s Blackberry and Yishai Fransis, an MD, joining from Deutsche Bank.


Broker BMS Group has hired four new executives from JLT and Price Forbes to expand its energy division; Lynsey GreenKevin Page, Robin Gibbs, and Darren Jones.

Lei Yu will leave her position as CEO Marsh Hong Kong to become North Asia CEO and head of Asia-Pacific distribution at QBE.

Berkshire Hathaway Specialty Insurance Company has expanded its leadership team in Dubai appointing executives to fill key product line and service posts. The appointees include: Aisling Malone, Head of Executive & Professional Lines; Joe Saab, Senior Underwriter; Emir Erdur, Head of Casualty; Mohammed Hannoun, Senior Underwriting Manager; Carlos Beltran, Head of Commercial Property; Meenakshi Srinath, Head of Marine; Kapil Palathinkal, Head of Energy and Construction; Anuradha Sekar, Senior Underwriter; Pruthviraj More, Senior Risk Engineer; John Lewis, Head of Claims.

Broker Aon has hired PwC executive Charlie Garrood has been appointed Head of Infrastructure M&A for EMEA.

Private Banking / Wealth Management

Stifel has recruited 11 financial advisors overseeing more than $1 billion in client assets including; Eric Conover, John Barry Jenkins, father-and-son team John A. and John P. Banks, Craig Whitten, and Zachary Birkey, Ronald Ouwenga, Jeff Schimmelpfennig, Myron Hendrix, Brian Thomas and Michael Bruner.

DBS has hired Himanshu Mehrotra from arch rival, OCBC Bank of Singapore’s well established South Asia business.

UBS has poached a Credit Suisse banker, Magnus Blohme  as Head of Ultra-High Net Worth for German offshore clients.

HSBC has named António Simões to take over its wealth arm next year, replacing Peter Boyles, who is retiring.

Brown Shipley has expanded its Manchester office after poaching Client Director Paul Smith from accounting firm Mazars. He joins as a Client Director and Wealth Planning Adviser.

Private Equity / Direct Investment

Invesco Real Estate has appointed Mike Bessell as Senior Director of European Research Strategist to head up the firm’s research team across Europe. He joins from Bank of America Merrill Lynch where he was Head of European Real Estate Equity Research.