talent moves oct 2012 march 2013 plenum group

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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 [email protected] Notable Talent Moves – Pension and Insurance De-risking March Jeff Sayers joins Lloyds Banking Group as Divisional Risk Officer, Insurance from Morgan Stanley Paul Trickett is understood to be retiring from GSAM Shazia Azim joins PWC’s Insurance Team as a Partner from UBS Chris DeMarco is understood to be leaving AonHewitt to join an asset manager 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 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 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

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Notable talent moves as identified by Plenum Search, the dedicated pension and insurance de-risking practice within the Plenum Group

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Page 1: Talent moves oct 2012   march 2013 plenum group

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 [email protected]

Notable Talent Moves – Pension and Insurance De-risking

March Jeff Sayers joins Lloyds Banking Group as Divisional Risk Officer, Insurance from Morgan Stanley

Paul Trickett is understood to be retiring from GSAM

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

Chris DeMarco is understood to be leaving AonHewitt to join an asset manager

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

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 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

Page 2: Talent moves oct 2012   march 2013 plenum group

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 [email protected]

December 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

Anarak Ralham leaves Longacre Life to join GRE

Erich Gerth joins BlueBay Asset Management as Global Head of Business Development from Aviva Investors

November Jeremy Rosten joins Empirical Research, PIMCO as EVP from Nomura

Nick Deahl leaves M&S pension Scheme to join RSA as Investment Controller

Karl Strobl leaves Deustche Bank AM to become independent advisor to global financial institutions & policymakers

Heath Mottram joins USS Investment Management from Russell Investments

John Towner joins Redington as a Director of Investment Consulting from Barclays

October

John Peta leaves Acadian Asset Management to join Threadneedle Investments

Frankie Borrell leaves KPMG to join Just Retirement as Defined Benefit Business Development Actuary

Celene Lee leaves Barrie & Hibbert to join PWC as Consulting Actuary

Omar Benchekroune leaves Nomura to join BlackRock as Director

Deon Dreyer joins PwC Bristol as Investment Director from AonHewitt

Addie Patterson Business Developer at Traymar Capital leaves to relocate to Sweden

Suthan Rajagopalan formerly of L&G buyout team joins Mercer FSG team

Petra Peliskova has left her Business Development role at Pension Corporation to relocate

Fons Lute joins BlackRock from Cyrte Investments as Managing Director of the Fiduciary Mandates Investment Team

Andy Wiggins appointed Head of UK Institutional Business at Allianz Global from Threadneedle Investments

John Bacon leaves Mercer to join Atkin & Co as Operations Manager

Kathleen Dewandeleer appointed as new Investment Manager at Kempen Capital Management from Scottish Widows

September Rosina Barnett leaves BlackRock to join Fidelity as Consultant Relations Manager

Paul Kitson joins PWC having previously worked at Nomura and Towers Watson

Jeff Hunt joins Trade Risks from KPMG

Ed Collinge leaves L&G to join JPMAM as Senior Client Advisor for UK & European Strategic Insurance Sales

Rupert Brindley joins JPMAM from Mercer to become MD of Global Multi Asset Group

Phil Gillman joins BBC Pension Scheme

Jonathan May joins Pioneer from Aviva Investors to become Head of UK Institutional Business Development

Arno Kitts joins BlackRock as Head of UK Institutional having been Head of Distribution at Henderson

Martijn De Vree is rumoured to have resigned from Towers Watson Structured Products Team to join Insight

Martin Powis joins Ignis as Institutional Sales Director from Deutsche Asset Management

Michael Spinks joins Investec as Head of UK Multi-Asset from Schroders

Patrick O’Sullivan joins Redington Partners as Investment Consultant VP from Prisma Capital