www.theplenumgroup.com Tel: 020 70784895

Plenum 2012 – Financial Services Executive Search This document lists moves tracked by Plenum and is not a list of placements made by Plenum The information is based on informal market intelligence and no guarantee can be given to the accuracy of the moves listed To feature your move on this document please email info@theplenumgroup.com

Notable Talent Moves – Pension and Insurance De-risking

April Sian Hurrell Head of EMEA Sales is rumoured to have left RBS to join RBC

Dan Morris joins Schroders as LDI Solutions Manager from AonHewitt

Mark Ian Miller leaves Blackstone for undisclosed place in June

Paul Trickett is appointed Chair of Trustees of the Zurich’s UK Pension scheme and L&G’s WorkSave master trust

Shalin Bhagwan head of LDI resigns from AXA IM to return to South Africa

Lauren Julliff Head of DC Business Development at Schroders is rumoured to have left

Tim Benjamin Director at Barclays Capital leaves to pursue a buyside career

Eileen Haughey is appointed Chief Executive of BT Pension Scheme from ICI Pension

Alex Breese leaves Neptune to join the UK Equity Team at Schroder Investment Management

Patricia O’Loughlin joins AllenbridgeEpic Investment Advisers as Senior Adviser from Aviva Investors

Mira Bhogaita joins Ignis Asset Management as Portfolio Manager from LV= Asset Management

Siobhan Boylan joins LGIM as Chief Financial Officer from Aviva North America

Simon Taylor joins Barnet Waddingham as an Associate from JLT Consulting

Paul Loss joins Baring Asset Management as Head of Operations from JP Morgan Asset Management

Stuart McKinnon joins AonHewitt as Principal from Lane, Clarke and Peacock

Conor Dempsey has been appointed as Managing Director for Fixed Income Division from Pinebridge

Andrew Warwick-Thompson joins UK Pensions Regulator as Executive Director from AonHewitt

Chris DeMarco joins LGIM (to look after L&G internal client) from AonHewitt

March Jesal Mistry joins Barclays Wealth & Investment Management as Senior Investment Consultant from Aon Consulting

Lydia Fearn joins Barclays Wealth & Investment Management as Senior Investment Consultant from Lane, Clarke & Peacock

Lyndon Jones has been appointed Managing Director at HR Trustees from Xafinity

Jonathan Bloomer has been appointed as Non-Executive Chairman at JLT Employee Benefits

Marcus Hurd joins Buck Consultants as Principal & Senior Consulting Actuary from AonHewitt

Bernard Nelson joins Buck Global Investment Advisors as Senior Investment Consultant from Mercer

Mike Edwards joins Legal & General as a Sales Director from KPMG

Mitesh Sheth formerly from Henderson Global Investors has set up own consultancy

Michael Amori joins DAM (California) from Deutsche Bank

Roxanne Deeb left P-Solve and is now in South Africa

Jonathan Abrahams joins Coal Pension Trustees as Head of Portfolio Construction from Aviva Investors

Jane Coffey has left Royal London Asset Management as Head of Equities – destination unknown

Jennifer Anderson joins The Pensions Trust as Investment Officer from Citi Investment

Yoram Lustig joins AXA Invest Managers on the Multi Asset side from Aviva Investors

Barry Kenneth resigns from Morgan Stanley to become the Pension Protection Fund CIO Jeff Sayers joins Lloyds Banking Group as Divisional Risk Officer, Insurance from Morgan Stanley

Shazia Azim formerly of UBS joins PWC’s Insurance Team as a Partner

Tim Kai Tian Wong rumoured to have left P-Solve to join Blackrock

Gary Shedlin joins Blackrock as CFO & Senior Managing Director from Morgan Stanley

Kieran Harkin joins JLT as Senior Investment Consultant from KPMG

www.theplenumgroup.com Tel: 020 70784895

Plenum 2012 – Financial Services Executive Search This document lists moves tracked by Plenum and is not a list of placements made by Plenum The information is based on informal market intelligence and no guarantee can be given to the accuracy of the moves listed To feature your move on this document please email info@theplenumgroup.com

February Sean Kurian joins JP Morgan Asset Management NYC from Towers Watson NYC

Robert Filmer-Wilson has been appointed as Investment Manager at Universities Superannuation Scheme from TCR Capital

John Hale leaves Association of British Insurers – destination unknown

Staffan Kampe joins BlueBay Asset Management as Director of Sales for Nordic region from Lyxor Asset Management

Angus Woolhouse joins Baring Asset Management as Global Head of Distribution from Matrix Asset Management

Ed Tomlinson joins SEI as Director of Fiduciary Management Sales from BNP Paribas IM

Gavin Lewis joins UBS Global Asset Management as Business Development Director for UK & Ireland from Russell Investments

Scott Lothian joins Schroders as Senior Strategist, Global Strategic Solutions from BEA Union

Christy Jesudasan joins Mn Services as Senior Account Manager from Mercer

Algie Ko joins Mn Services as Investment Strategist from Natixis Global Associates

Jeannot Huijnen joins Mn Services as Compliance, Legal & Risk Officer from GAM

Ashley Potter joins JP Morgan Asset Management as Executive Director from Ofgem

January Phil True joins AonHewitt as Head of the Investment Consultancy Equity Manager Team from CSAM

Paul Nevin joins Credit Suisse as MD for Institutional Solutions Team from Towers Watson

Abhishek Srivastav joins Threadneedle Investments as Institutional Business Director from Deutsche Invest. Mngt.

Peter Flanagan joins DHL as VP for Pensions for UK & Ireland from IMI Plc

Joy Moore joins BBC Pension Trust as CEO from RWE

Fiona Kelley joins NOW Pensions as Head of Legal from IFG/James Hay Partnership

Paul O’Connor joins Henderson as Director of Multi Asset from Mercer

Dan Morris joins AonHewitt as Partner with Investment Consulting Team from Towers Watson

Ben Fox joins F&C Investments as Fund Manager from Goodhart Partners

Mark Stanley joins Payden & Rygel as Portfolio Director from Mercer

Bobby Riddaway joins Capita Employee Benefits as Head of Investment Consulting from Buck Consultants

Margaret Snowdon joins JLT Group as a Director from Lucida

Stuart Stephen leaves Lloyds Pension Scheme to join Diageo Pension Scheme

Mike Edwards leaves KPMG to join L&G’s pension buyout team

James Wilkinson joins Blackrock as European Chief Investment Officer

Christoph Wagner joins BlackRock from Barclays Capital as Director of Real Estate

Andrew Stoker joins Ernst & Young as a Partner from Lucida PLC

Ros Amos leaves Towers Watson - destination TBC

Ana Blecua leaves Aviva Investors - destination TBC

December Alistair Mills joins LGIM as Portfolio Construction Manager from Cardano

Mike Walsh joins Partnership as Head of DB Solutions from Lucida

Andy Smith becomes CEO of Invensys pension scheme from Rothesay Life

Keith Jecks retires from Towers Watson and is understood to be building a portfolio of non executive positions

Aurore Lecanon joins Old Mutual as Group Head of Financial Risk from Aviva

Verity Ballentyne-Cook leaves Bedlam and joins Mirabaud & Cie in a Consultant Relations role

Howard Kearns joins SSGA as LDI Senior Strategist from Nomura

Rodrigo Ostik joins AXA IM from Kyte Group to become LDI Derivative Portfolio Manager