Daily People Moves – May 31


T Rowe Price has appointed Colin McQueen as Lead Portfolio Manager for the firm’s International Value Equity Strategy.  McQueen previously managed the global equity investment arm of Sanlam.

Private Banking / Wealth Management

Dolfin has appointed four new members to its Investment Committee. David Schneider was a former multi-asset investment manager for ultra-high-net-worth individuals and trusts at Falcon Private Wealth. Kevin Sullivan who was appointed Senior Investment Adviser has extensive wealth management experience and served as chief investment officer of Clariden Asset Management London. Jaspal Sian joined the firm in April, coming from AXA Investment Management where he held the role of head of UK balanced funds and was also a member of AXA’s global asset allocation team. Phoebus Theologites was appointed Investment Committee Secretary and Consultant to the Board in April, served as a managing director at UBS Asset Management.

Tilney has hired Paul Weyers as a Senior Equity Analyst for its Central Investment Team. Prior to joining Tilney, Weyers was a senior fund manager for direct equities within the multi-asset fund range at Brown Shipley.

IBD / Capital Markets

Ex-JP Morgan Chase Richard Barker has joined Moelis & Co as a Managing Director advising clients in the oilfield and equipment sector. Barker served as head of oilfield services in North America at JP Morgan Chase.

Former Bank of America Jay Bliley has joined Stephens as a Managing Director for Financial Institutions Group (FIG). Bliley brings with him more than 18 years of experience in advising and executing transactions within the financial sector.


BMO Financial Group has named Erminia (Ernie) Johannson as Group Head, North American Personal Banking & U.S. Business Banking. She will also retain her role as the bank’s leader for North American retail payments business. Mona Malone has been promoted to Head of People & Culture and Chief Human Resources Officer and will join the bank’s Executive Committee. Most recently, she held the role of Deputy Head of HR and Chief Talent Officer.


Jefferies Group has hired Chris Wood for the role of Global Head of Equity Strategy. Prior to joining Jefferies, he spent 20 years at Asian securities house CLSA.


Axel Roesner has been promoted to Head of GC&C Asia at Generali Global Corporate & Commercial. He previously held the role of head of operations and IT GC&C Asia. Roesner has over twelve years of experience in leading strategy execution, business development and operations, namely in the areas of operations, IT and business transformation for the corporate and commercial segment across Asia. Furmen Chiu, former general manager of P&C Hong Kong business who left in 2018, has rejoined the firm as a Senior Advisor for GC&C Asia. Meanwhile, Chief Underwriting Officer Ken Lai is leaving Generali in August to assume the post of Director and General Manager for Hong Leong Insurance in Hong Kong.

Swiss Re Corporate Solutions has appointed Tyler Johnston as Head of Financial and Professional Services and Casualty for Canada. Before joining Swiss Re, he was an assistant vice president at Zurich Canada.

Back / Middle Office

Anita Yu has joined global trust, fund administration and corporate services provider Vistra as Regional Compliance Director for North Asia. She will oversee the implementation of the firm’s compliance strategy across the region, namely China, Hong Kong, Taiwan and Japan.