Daily People Moves – 31 August

Financial Services

Asset Management

Rodney Fitzgerald, CEO at Walker Crips Group, will be stepping back from his role as part of his phased retirement plan, but will continue as Group Finance Director.  He will be succeeded by Group MD Sean Lam. The changes become effective from 6 September. CIO Mark Rushton becomes CEO for the investment management & stockbroking subsidiary, Walker Crips Stockbrokers.

Iain Forrester has been appointed Head Insurance Investment Strategy at Aviva Investors a new role at the firm. He moves from Standard Life Investments.

T. Rowe Price has hired Maria Drew as Director of Research, Responsible Investing. She moves from Goldman Sachs Asset Management and will join with Donna Anderson, Head of Corporate Governance and the investment teams to develop and integrate an ESG framework across geographies and asset classes.

IBD / Capital Markets

Rich Crossley, has joined UBS as new Global Head of Equities Technology, moving from J.P. Morgan. Neil Boston has also been hired as UBS new Head of Investment Banking Technology and UK Regional Lead.

Sunil Sanghai has left HSBC to join Dhruva Advisors and start a merchant banking division.

Societe Generale has appointed Florian Dumas  as Head of Financial Institutions Sales for Fixed Income and Currencies Global Markets in Asia Pacific, a new role at the firm.


Roy Lim will move from his position as Prudential Singapore’s Head of Manpower, Recruitment and Competency to become new Chief Agency Officer by September 1, replacing Jon Sandham who retired in June.

Investment Consultants

Mercer Investment Solutions, have appointed Gil Platteau as Head of their Investment Products Business in Switzerland. He was most recently a member of the Rothschild Asset Management Switzerland team.

Private Banking / Wealth Management

Raymond James recruited advisors Rosa Ebling and Jack Bayer, who managed more than $400 million in combined client assets, as they continue to lure wirehouse and other advisors.

Private Equity / Direct Investment

Katsuyuki Kuki  has been appointed new Chairman and Representative Director at Blackstone to advise and support the firm in investing and capital raising efforts in Japan.

Sellside – Sales; Trading; Structuring; Research

BNP Paribas has hired Jeff Leung, a senior credit trader from HSBC in Hong Kong.

Ronan Connolly, a former Nomura executive has joined Russian bank, VTB Capital as Global Head of Equities.