Daily People Moves – 17 January

Asset Management

BMO Global Asset Management has named Lee Wanie as Managing Director, Head of Institutional Sales in the U.S.


Franklin Templeton has named Reema Agarwal to replace Mark Boyadjian as Director of Floating Rate Debt for their fixed income group effective.


Vanguard founder Jack Bogle has died at 89; he pioneered the index fund.


Skye MacPherson, Portfolio Manager at BlackRock, is leaving the firm in February for a senior investment role outside of the firm, and has been taken off two commodities-focused funds.


Abu Dhabi Investment Authority’s, Deputy Chief Investment Officer Paul O’Brien has left after a decade at the investment fund, wanting to be closer to family and friends in the U.S.


Principal Global Investors has named Xin Shao as Managing Director for China.


Allfunds has appointed three senior executives in a moved aimed at boosting its international expansion and further accelerate its development; Luigi Lubelli, former Group Chief Financial Officer and member of the Group Management Committee of Assicurazioni Generali becomes Allfunds’ new Chief Financial Officer; George Yaryurais joins as the new Chief Product Officer and will serve on the Allfunds Executive Committee and JorgeCalviño, becomes Chief People Officer.


NN Investment Partners (NN IP) has appointed Edith Siermann as Head of Fixed Income Solutions & Responsible Investing.


Daniel Lüscher will retire from his position as Chairman of Raiffeisenbank Aarau-Lenzburg on 30 June 2019. The Board  has appointed Stefan Schenkel as his successor.


Berenberg has launched a new multi-asset best ideas fund, Berenberg Variato, with Bernd Meyer as Lead Manager on the strategy.


BNP Paribas Asset Management has appointed Katharina Anna Rost to its ETF and Indexed Fund Solutions team in Germany.


Banking

HSBC Bank USA has named Shaun McDougall as Head of Retail Business Banking for its retail banking and wealth management business. He joins from Citizens Bank.


Hedge Funds

Orlando Montagu, a Partner at Crispin Odey’s hedge-fund firm, is leaving to focus on his family’s famous invention, the sandwich. Montagu is a direct descendant of the 4th Earl of Sandwich, who was credited with inventing the snack in the 18th century. He’ll work at his family’s mostly U.S.-based business, also known as Earl of Sandwich, which has plans to open in London.


IBD / Capital Markets

Bank of America Corp’s Head of Global Investment Banking Diego De Giorgi is leaving the company.


Jeff Stute has joined Perella Weinberg Partners as a Partner in its Advisory business. He joins PWP from JPMorgan, where he was Global Co-Head of Healthcare Investment Banking.


ICBC Standard Bank has appointed Eric Parker as new Head of Precious Metals Trading.


Insurance

AXIS Capital Holdings has hired Chubb’s Keith Schlosser as new Chief Information Officer.


Apisit Anantanatarat has been promoted to CEO and Director of Bangkok Insurance, replacing Panus Thiravanitkul.


John Philipsz , co-head of Asia Pacific at Willis Towers Watson Securities, has been appointed as Deputy Chief Executive of Willis Re Australia.


Berkshire Hathaway Specialty Insurance has added Simeon Seamer as Head of Property Construction, UK & Ireland from the firm’s London office.


RKH Specialty, has appointed Richard Haines as Managing Director to lead its newly formed natural resources practice.


Private Banking / Wealth Management

First Republic has poached a four-person team from Wells Fargo; Peter Morimoto, Jon Jewitt, and Roy Elliott Jr. joined as Managing Directors while Marena Tufenkjian joined as a Vice President and Wealth Manager.


BBVA Compass has promoted Hector Chacon to Global Wealth Executive.


Brown Shipley has hired Lee Ramsden from Barclays Wealth. Ramsden, as Client Director in Manchester.


Private Equity / Direct Investment

Willis Towers Watson Plc on Tuesday has named Jonathan Oppenheim as Regional Construction Leader in its southeast region. He joins from JLT Specialty USA, and will be based in Atlanta.


 

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