Daily People Moves – 5 February

Asset Management

Fidelity International has poached Fabian Herzog from French rival Carmignac.

Bill Gross, who co-founded fixed income specialist PIMCO in 1971 before joining Janus Capital (now Janus Henderson) will retire in March to focus on managing his personal assets and private charitable foundation.

Universal Investment has appointed Sean O’Driscoll as the new Country Head for Luxembourg. He was most recently, Country Head at AXA Funds Management in the Great Duchy.

Fulcrum Asset Management has appointed Fidelity International’s Howard Fryer as Sales Director, UK Wholesale.

Asset Management, Private Banking / Wealth Management

EDM Wealth & Asset Management has appointed Patricia Urrutia as Director of its Private Banking unit. She joins from BNP Paribas.

IBD / Capital Markets

Goldman Sachs Group Inc has announced that Konstantin Shakhnovich, co-Head of Engineering for their Securities Division, is retiring.


Sirius International Insurance Group, Ltd., has announced that Kernan Oberting will succeed Allan Waters as Chief Executive Officer (CEO) of Sirius Group, while Ralph Salamone replaces Oberting as CFO of Sirius Group.

Ironshore Specialty Casualty has appointed Casey Hartley as Senior Vice President, Head of Programs, and Tracey Sharis, Senior Vice President, who becomes Director of Programs.

Castel Underwriting Agencies Limited, has included specialist marine coverages to its portfolio with the addition of Seacurus, a wholly-owned subsidiary of the Barbican Insurance Group, led by Angus Bailey.

Burkhard Keese has been appointed Chief Financial Officer of Lloyd’s following unanimous approval by Council members.

Private Banking / Wealth Management

A Wells Fargo team, Jackie Lewis and Ryan Goldenhar responsible for $1 billion in client assets has quit to  join AdvicePeriod.

Wells Fargo, Edward Jones and AllianceBernstein have all lost advisors to Raymond James; Michele Ing, a CFP at Edward Jones with Alicia Trujillo, Office Manager, and Christopher Cogar, Client Services Manager; Thad Ortez, from Wells Fargo, and  Advisor John-Peter Rockwell Curcio  from AllianceBernstein.

Bryn Mawr Bank Corporation, has appointed Elizabeth Baran Wagner as the Company as Senior Vice President and Director of Institutional Wealth Management for BMT Wealth Management.

Barclays has appointed Sandeep Das as Head of Private Clients – India in Private Bank & Overseas Services. He was previously MD of Standard Chartered Private Bank in India.

Leodis Wealth Asset Management has appointed Simon Cocking as new Chief Executive and promoted Associate Director Philip Organ, to the board of directors.

Private Equity / Direct Investment

Artemis Capital Partners, has announced the promotions of James Ward to Managing Director and Olly Forrer to Associate.

Sellside – Sales; Trading; Structuring; Research

Justin Gmelich, a longtime executive in Goldman Sachs Group Inc’s bond trading business, plans to retire in March.


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