Daily People Moves – 31 May

Asset Management

Frame Asset Management has appointed Giuseppe Schena as Senior Analyst. He joins from Banca di Bologna where he was Deputy Head of the Finance unit.

Schroders has promoted Karine Szenberg to the new role of Head of Europe, where she will be responsible for Schroders business across Continental Europe and the Middle East.

IBD / Capital Markets

UBS has poached Ranjan Sharma, a senior investment banker from Bank of America Merrill Lynch as Head of Equity Capital Markets for India.

UBS Investment Bank has hired Lord Jonathan Hill, as a Senior Advisor on Brexit, amidst the growing uncertainties for UK companies. Hill was previously an EU commissioner and expert on the integration of capital markets in EU member states.


Breckenridge Insurance Services has promoted two senior team members within the wholesale brokerage team; they are Trevor Pierce who becomes the Division Vice President and Managing Broker of multiple offices in the south and eastern regions and Victoria Dearing, MBA, AAI, CPCU, RPLU, ARM-P who becomes Senior Vice President and Senior Broker of professional liability from Vice President.

XL Catlin has appointed Zoe Xie as Client and Distribution L:eader for Asia, a newly-created role. She joins from Willis Towers Watson, where she was Divisional Director of Broking in Asia.

Private Banking / Wealth Management

Stifel’s has recruited sweep netted advisors managing more than $1 billion, including; father and son advisors Dan and Joe Gruber, who are among the biggest new recruits. They move from Wells Fargo and Raymond James, respectively. Other advisors joining from Wells Fargo, include Michael HeckmanChristian CombergAsma Mahmood, and Jeff Hughes. The firm has also hired Wells Fargo’s Michelle Stebbins as a Branch Manager in Southfield, Michigan.

Daniel Eagan, a longtime veteran of Bernstein Private Wealth Management has rejoined as Senior Vice President and Managing Director to lead its private wealth practice in San Francisco.

Citi Private Bank’s Atul Bansal, Senior Portfolio Manager and Head of the Multi-Asset Class Solutions team in London, is to exit the firm.

Nordea has announced that Head of Personal Banking Sweden and Country Senior Executive Sweden, Anna Storåkers, has decided to leave at the end of August.

Private Equity / Direct Investment

Capital Dynamics, has appointed, Matthew Bandini, Jonathan Barokas and Bryan Chen to its Private Credit team, effective immediately. Bandini joins as a Senior Director, moves from Fifth Street Asset Management where he was an MD. Barokas who joins as a Senior Associate, was most recently in the Credit Group of Ares Management, responsible for the evaluation of private credit investments, and Chen joins as a Senior Associate, leaves 3i, where he focused on investment sourcing and initial diligence processes.

Sellside – Sales; Trading; Structuring; Research

Gil Ottensoser has joined BTIG, LLC as an MD to lead the SPAC Banking and Capital Markets effort. Mr. Ottensoser was previously Managing Director at Shorebridge Capital, focused on advisory and capital raising solutions.