Daily People Moves – 6 September

Asset Management

Marc Semaan has joined Fulcrum as Multi-Asset Strategist. He moves from Aviva Investors.

Russell Investments has appointed Michelle Seitz as CEO making her the first woman to lead the Seattle-based company. She moves from her position as Chief Executive of William Blair Investment Management, to replace Len Brennan.

Voya Investment Management, has hired Dina Santoro as an MD and Head of Product and Marketing Strategy, a role that will see her lead and execute their strategic product and marketing agenda including product development and management, messaging and strategy for institutional and intermediary channels.

Myles Bradshaw has been appointed as a co-manager on Amundi’s flagship global bond fund, tywire Global has learned. He moved from PIMCO in March but was not immediately named on any funds.

T. Rowe Price has named Kuniaki Doi as Head of Retail Business, and Yasuo Miyajima as Head of Institutional Investors Business. Miyajima was previously with Prudential Investment Management Japan.

Syz Asset Management has appointed Luis Beltrami Cruz as Head of the Madrid branch. He has been with the bank for three years and ran the distribution of the Oyster funds in Spain.

Flavio Carpenzano has been appointed  as a Senior Portfolio Manager in AllianceBernstein fixed income business development team, based in London.  Carpenzano takes up the role of Product Specialist focused on clients in Italy, France and Spain, work alongside Senior Portfolio Manager, Markus Peters, who focuses on Germany, Austria and Switzerland.

Amundi SA has appointed Thierry de Vergnes Head of Debt Fund Management in their dedicated platform for real and alternative assets.


ICBC has hired Andrew Lee, a senior structured finance banker from Mizuho, as a director in Hong Kong. He will cover structured finance, project finance and acquisition finance for international corporate and financial investors as they look to tap deals flowing from China’s ‘One Belt One Road’ (OBOR) global infrastructure initiative.

HDFC Bank’s Head of Corporate Banking, K Balasubramanian has resigned and will move back to Citibank.

Thomas Nielsen has been appointed Chief Digital Officer in Deutsche Bank’s Global Transaction Banking business in their corporate and investment bank. He was previously Chief Digital Officer at UK retailer Tesco, responsible for digital platforms, websites, and apps, including its popular Clubcard loyalty programme.

IBD / Capital Markets

Hiroshi Yoshioka has joined Greenhill & Co., Inc. as a Senior Advisor focused on expanding client relationships with major companies in Japan.

Cecile Bidet has been appointed Global Head of Debt Capital Market Solutions and Advisory, at Credit Agricole. The role is a new one at the bank.

Mark Woolley, has been hired as a Senior Coverage Banker for insurance in the UK and Switzerland at Natixis. He was previously co-head of Europe Middle East and Africa, Insurance, Corporate Finance at Deutsche Bank.

Fabianna Del Canto has returned to Barclays, joining the leveraged finance syndicate on London syndicate desk where she will report to Peter Toal, global co-head of fixed income syndicate.


Lucy Fato has been appointed General Counsel at American International Group Inc where she will oversee compliance, regulatory, government affairs and the company’s lobbying efforts. She succeeds Peter Solmssen, who has announced his retirement.

Edward Moncreiffe has been appointed CEO in HSBC Insurance’s Hong Kong office overseeing the insurance and pension business. He has been interim CEO and head of distribution since the beginning of the year.

Private Banking / Wealth Management

Two Wells Fargo teams managing more than $330 million in combined client assets have joined Raymond James’ employee channel in Baton Rouge, Louisiana. Roger Sullivan and Kyle Hawthorne are joined by registered client service associate Meg Martinez, operating as Sullivan & Hawthorne Wealth Management of Raymond James. Advisor W. Bowen McRae Jr., who managed approximately $200 million in client assets also moves from Wells Fargo bringing Senior Client Associate, Shirley Cook with him, as McRae Wealth Management of Raymond James.

Wells Fargo advisors James Carbonell and Matthew Forrey and Senior Investment Associate, Amy Caffese, who managed about $365 million in client assets are joining RBC’s office in Walnut Creek, California.

The Head of Global Private Banking for Southeast Asia at HSBC Private Bank Sandeep Sharma has left the bank.

Lombard Odier Private Bank has appointed Oliver Hart from Coutts Private Office and Dylan Samuel from J.P. Morgan Private Bank, to its London-based wealth management and advice team.

Private Equity / Direct Investment

Jaguar Growth Partners has named Elizabeth Bell as a Principal on their investment team. She will lead the investment team in Jaguar’s growing business in Latin America and beyond. Bell was previously an Investment Manager on the property multi-manager team at Aberdeen Asset Management.

Sebastien Kessas, former Morgan Stanley, Head of Fixed Income for France , who has been an advisor at Natixis has joined Incus Capital Advisors, as an MD.

Sellside – Sales; Trading; Structuring; Research

Citigroup has appointed Jason Massey as Head of Sales for Futures, Clearing and Collateral, EMEA.