Daily People Moves – April 10


HSBC Global Asset Management has named Jean-Charles Bertrand and Joe Little as Global Co-Chief Investment Officers for Multi-Asset. Bertrand will focus mainly on risk budgeting, portfolio construction and fulfilment while Little will concentrate on the investment process, including economic and asset allocation research and investment strategy.

Ben Sheehan joined Aberdeen Standard Investments as its new Senior Equity Investment Specialist for Asia Pacific. Based in Hong Kong, Sheehan will work directly with the firm’s Asia Pacific equities and distribution teams to guarantee investment knowledge transfer internally and externally and help drive commercial strategy. Most recently, Sheehan was Asian equities senior product specialist at HSBC Global Asset Management.

Investec Asset Management hired James Elliot as Head of Multi-Asset Investment. Previously, he worked at JP Morgan for the last seven years where he led the development of the international multi-asset solutions business.


Ernesto Arteta has been appointed as Head of Foreign Exchange Sales, Americas at Northern Trust. Arteta brings with him more than 25 years professional experience in sales, trading, structuring and portfolio management of fixed income and foreign exchange cash and derivatives.

IBD / Capital Markets

Derek Bell has joined D.A. Davidson & Co.’s technology investment banking team as a Managing Director. He has more than 17 years of investment banking experience covering marketing and information services, professional and IT services, and customer care and business process outsourcing services in the technology sector. Most recently, he served as managing director and head of tech-enabled services at GCA Advisors, LLC.

Stifel Financial Corp.  strengthens its Telecom and Media investment banking team by hiring John Waller as Managing Director and Vice Chairman of Telecom and Media Group. He founded Waller Capital Partners in 1982 and has been responsible for the execution of various cable M&A’s over the recent years. Additionally, former Waller Capital Partners Steve Soraparu and Jeff Brandon also moved to Stifel as Managing Directors based in Chicago and New York, respectively.


Jon Hesketh joined Allianz as Regional Underwriting Manager for engineering, construction and power. Previously, he worked at QBE for nine years where he managed the Manchester & North West liability account, comprising of construction and related trades.

Chubb has appointed Jonathan Kennett as Head of Financial Institutions for UK and Ireland, including Chubb Global Markets (CGM), the insurer’s London Market wholesale and specialty arm.

Insurance broker Gallagher has named John Thompson as Chief Executive of UK specialty London market and wholesale businesses. He served as interim CEO for the last seven months.

Janelle Edem has been promoted to Chief of Staff, Global Risk Solutions (GRS) at Liberty Mutual. She has been working at the US insurer for 14 years and most recently served as General Manager, UPS Distribution and Service, GRS National Insurance operations.

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