Daily People Moves – 31 January

Asset Management

BMO Financial Group has appointed Kristi Mitchem CEO of BMO Global Asset Management, replacing Richard Wilson, who has chosen to retire.

MUFG Investor Services, has appointed Daniel McNamara as Chief Strategy Officer to support and shape MUFG Investor Services’ long-term growth plan. He joins from Deutsche Bank AG.

Martin Currie has hired Barry MacLennan as Head of Wholesale Distribution in Edinburgh, and Mark Cho who becomes Head of Intermediary Distribution in the Americas based in New York.

Prudential has confirmed the departures of Ted Pull, Chief Financial Officer, and Phil Stockwell, Chief Operating Officer.

Columbia Threadneedle Investments  has appointed Jon Allen as Head of Asia Pacific, based in Singapore.

The Pensions Infrastructure Platform, has recruited Andy Clapp, who formerly worked at Dalmore Capital, as new Head of Asset Management.

Royal London AM’s intermediary arm has appointed Tom Dunbar as Distribution Director, following Jim Smith’s departure.

Mark Rushton of Walker Crips Investment Management Division, has resigned from his roles as Group Director and Chief Investment Officer and Chief Executive of Walker Crips Investment Management.

BNY Mellon has appointed Linda McMahon as Head of UK Trust and Depositary. She was most recently Head of State Street’s trustee business in the UK.

Amundi has appointed Ashley Fagan as Head of ETF, Indexing & Smart Beta Development for UK and Ireland. She was previously at BlackRock as Head of iShares UK & Ireland Institutional.

Hedge Funds

DG Partners has appointed Tony Fenner-Leitao to Head Marketing and Business Development in relation to Systematic Strategies in North America, based in San Francisco.

Thalēs has appointed David Modiano as Managing Director of its Capital Strategies group. He was most recently a Partner and Head of Business Development at Mill Hill Capital.

IBD / Capital Markets

Deutsche Bank has announced it’s latest series of promotions. New MDs include New York-based equities trading quant Jon Mah, debt capital markets specialist Lourdes Fisher, lead equity research analyst Nicole DeBlase, credit sales and trader Elizabeth Bodisch, and Richard Kleter, head of liquidity services in transaction banking technology, and compliance officer Terry Coleman.


Tom Fitzgerald, Chief Executive Officer (CEO) of Aon Broking, is to leave the company after 27 years of global service.

Arch Insurance North America has appointed Eric Boquist to Executive Vice President for Retail Energy. He joins from Travelers, where he was President of the Oil & Gas unit in Houston, Texas.

AXIS Capital Holdings has hired Jason Arbuckle, a senior executive from Gen Re, as Head of Underwriting, Canada.

International Lloyd’s (re)insurance broker RFIB Group has appointed Stephen Warwick as Chief Executive for Reinsurance, Asia Pacific. He was most recently co-founder of Hong Kong-based Nine Merchants Re.

NTUC Income has appointed Andrew Yeo as CEO, succeeding Ken Ng, who takes up a new role within NTUC Enterprise.

Private Banking / Wealth Management

Wilmington Trust has appointed Theodore A. Brown as Regional President, Florida.

Meyado’s Singapore business has appointed Nick Glover as General Manager.

Clime Investment Management has appointed Adam Youkhana as new General Manager of its Private Wealth and Distribution sector, to lead the client-facing functions of the group. He was formerly General Manager, Wealth at Yellow Brick Road.