Daily People Moves – November 20


State Street Global Advisors has announced the promotion of Lori Heinel to Global Chief Investment Officer, effective March. She is replacing Richard Lacaille, executive vice president, who will assume the new role of senior adviser to oversee the ESG activities of State Street Corp.

Kairos has named Alberto Castelli its new CEO, officially taking charge of Kairos Partners and Kairos Investment Management on January 1. Most recently, Castelli was at Poste Italiane Group’s BancoPosta Fondi, where he was CEO since 2016.

Alexia Gottschalch has been appointed Managing Director and Head of Client Strategy, Global Real Assets at Aegon Asset Management. Gottschalch was previously managing director, head of outsourced CIO at Invesco.

Private Banking / Wealth Management

Kenneth Yeo was appointed Chief Executive Officer at CreditEase Wealth Management in Singapore. Before joining CreditEase, Yeo spent the last 15 years at HSBC where he was HSBC Private Bank’s managing director and head of investment services and product solutions, Southeast Asia.

Back / Middle Office

Blackstone Group named Jennifer Morgan as Global Head of Portfolio Transformation and Talent. In this role, she will lead a team within the firm’s portfolio operations group and assisting the portfolio companies to drive growth through digital transformation. Morgan joins from SAP where she served as Co-CEO.

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