Daily People Moves – 10 January

Asset Management

Advisors Asset Management have appointed Kames Capital, based in Edinburgh, as Portfolio Consultant for a new unit investment trust (UIT), which will be run by Craig Bonthron, Investment Manager for International Equities and Neil Goddin, Head of Equity Quantitative Analysis.

CI Investments Inc, has appointed globally experienced Portfolio Manager Stephen Lingard to its CI Multi-Asset Management investment team.


Everest Re is looking for a new CEO following the announcement that incumbent, Dominic Addesso, will retire at the end of 2019.

AXIS Capital Holdings has appointed Govind Balu as Chief Analytics Officer. He joins from Allstate Roadside Services, where he was Chief Data and Analytics Officer.

Argo Group International Holdings, has appointed Bill Wharton as Head of Argo Insurance Bermuda, following Nigel Mortimer’s move to a new role heading up the company’s International Casualty business from its London office.

Allianz has promoted Aaron Fryer, Deputy Regional Chief Financial Officer, to the role of Regional Chief Financial Officer for Asia Pacific.

MetLife has appointed Michel A. Khalaf is to succeed Steven A. Kandarian as President and Chief Executive Officer.

Tasker Insurance Group has appointed Jonathan Webber as Chief Financial Officer. He joins from Jelf, part of the Marsh UK Group, where he was Finance Director.

Private Banking / Wealth Management

Wells Fargo advisor, Joel Worsfold has moved to Carson Wealth Management, which operates under Cetera Advisor Networks, an independent broker-dealer.

HSBC Private Banking in Singapore has announced several key appointments, including two new roles: Chief Market Strategist, Southeast Asia and Head of Global Solutions Group, SEA. James Cheo, as Chief Market Strategist, SEA; Rowan Tan, Head of Global Solutions Group (GSG), SEA; and Ishan Sarkar, Head of Structured Products, SEA.

Citi Private Bank has named David Bailin as its new Chief Investment Officer and Steven Wieting as its new Chief Economist.

Penningtons Manches has hired Ryan Myint as a new Private Client Partner for its award-winning private wealth group. He was previously a partner in the international private client group of Taylor Wessing.

Private Equity / Direct Investment

Casco Capital Management LP, has hired Elliot Shirwo as a Principal.

ElmTree Funds has appointed veteran commercial real estate professional Rick Eiseman as Senior Vice President of Operations and Fund Management.

KKR, has appointed David Luboff as Member and Head of Asia Pacific Infrastructure. He joins from the Macquarie Group.


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