talent moves pension and insurance de risking-plenum group

www.theplenumgroup.com Tel: 020 7993 6390

Plenum 2013 – 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 Linda Hay [email protected] To ensure you receive Talent Moves via email please sign up to our mailing list here http://eepurl.com/I70l9

Notable Talent Moves – Pension and Insurance De-risking

December Mark Versey leaves Friends Life to join Aviva Investors

Sharonjit Clare leaves telent Pensions – destination unknown

Ross Evans joins Hymans Robertson as Senior Insurance Consultant from RBS

Duncan Goodwin joins Barings Asset Management as Head of Global Resources from Martin Currie

Mirko Cardinale joins Russell Investments as Head of Asset Allocation for EMEA from Aviva Investors

Boris Mikhailov joins Aviva Investors as Director from Mercer FSG

Liisa Juntunen joins Rogge Global Partners as Head of Global Consultants from Ignis Asset Management

Sachin Patel ALM Solutions VP leaves Barclays

November Claire Glennon joins Schroders on UK & Ireland Institutional Business Development team from Baring Asset Management

Ben Stone joins PwC as Senior Manager from Towers Watson

Andy Morley joins Partnership as National Account Manager for De-Risking Solutions from Aviva

Roger Price-Haworth joins Pictet as Head of UK & Ireland Business Development from BNP Paribas

Shajahan Alam joins AXA IM as Solutions Strategist from LGIM

Daniel McKernan joins Standard Life Investments as Head of Sterling Investment-Grade Credit from SWIP

Laura Brown, Head of Solutions, leaves Ignis to join Legal & General Investment Management in January

Frederic Morlaye joins BNP Paribas as MD of Insurance Solutions from RBS

Tom Woodhouse is rumoured to be leaving RBS to join UBS

Thomas Ellerton joins Citigroup from Morgan Stanley

Steve Charlton joins Vanguard Asset Management as Manager of Defined Contribution for Europe from Mercer

Rachel Lord joins BlackRock as Head of iShares EMEA from Citigroup

Divyesh Hindocha joins Schroders as Global Head of Product & Defined Contribution from Mercers

Mehdi Guissi VP of interest rate structuring leaves Citigroup

Gustaf Bonde Director Nordic Pension and Insurance Solutions leaves BAML – destination unknown

October James Kirkby leaves Friends Life to pursue a new opportunity

Ben Sturges Head of UK Insurance Sales is understood to have left BAML

Peter Vincent joins Franklin Templeton Investments as Head of Alternative Sales for Europe from Fauchier Partners

Jon Crowther joins AXA as Head of UK LDI from LGIM

Paul Craven leaves GSAM to pursue other opportunities (Kathleen Hughes replaces him)

Helen Copinger-Symes joins SSGA as MD & Head of Consultant Relations for EMEA region from Alliance Bernstein

Russell Gill joins Nationwide as Head of Pension Risk Management from Santander

Philip Matthews joins Schroder Investment Management on UK Equity Team from Jupiter

Martin Davis joins Kames Capital as CEO from Confunds Ltd

Ugo Montrucchio leaves BlackRock as Multi Asset Fund Manager to join Schroders

Rob Gambi joins Henderson Global Investors as CIO in 2014 from UBS Global Asset Management

Donny Hay joins MN as Head of UK Clients from LawDeb



September Gareth Haslip joins JP Morgan to lead UK Strategy for Global Insurance Solutions team from Aon Benfield

Jean Francois-Coppenolle joins Prudential as Principal Audit Manager from Aviva

Rob Marsden joins Fidelity Worldwide Investments as Investment Director, Fixed Income from Coal Pension

Erik Vynckier joins AllianceBernstein as CIO from Scottish Widows

Eugene Dimitriou joins Pimco as Senior Vice President from RBC

Raghav Khosla joins UBS as Associate Director from RBS

Mike Hawes joins McNaughtan Consulting as Director from PwC

Joe England joins LGIM on Portfolio Construction, LDI Funds from Mercer

Kevin Walker joins Citi in newly created role from BNP Paribas

Mark Herne joins Lloyds Banking Group as Head of Solutions from Redington

David Webb leaves BlackRock to go on a Sabbatical

Billy Fei Yu joins SCOR as Longevity Analyst from Traymar Capital

August Neil Moge joins Goldman Sachs as EMEA Head of Insurance Portfolio Management from JP Morgan

Mike Taylor CEO of LPFA leaves the organisation

Praveen Joseph joins International Finance Corporation as Associate Financial Officer from MN

Dylan Hughes joins LGIM as Senior Fund Manager from BlackRock

Andrew Leslie joins Mercer as Principal from Aon Hewitt

Henrik Wijkander joins Lincoln from Nomura

Mark Flint joins SCOR as Longevity Consultant from Aviva

Antoine Cheysson joins Deutsche Bank in Brazil as Director from Credit Suisse

Sunita Kara joins Aviva Investors as Portfolio Manager from Baring Asset Management

Ed Moisson joins Baring Asset Management as Business Development Analyst from Lipper

Justin Onuekwusi joins LGIM as Multi-Asset Fund Manager from Aviva Investors

Tom Low joins Thesis Asset Management as Investment Manager from Barnet Waddingham Investments

Benedicte Rabier joins AllenbridgeEpic Investment Advisors as a Sector Specialist from Barclays

Sian Hurrell joins RBC Capital Markets as Head of Fixed Income & Currencies from RBS

Lee Rochford leaves RBS to become CFO of Virgin Money

Alistair Campbell joins Skandia as Head of Investment Marketing from Standard Life

Bill Galvin joins Universities Superannuation Scheme as Group Chief Executive from The Pensions Regulator

Tom Fekete joins BlackRock (iShares) as Head of Product Development for EMEA region from Barclays Wealth

Abigail Herron joins Aviva Investors as Head of Engagement in Responsible Investment team from Co-operative Asset Management

July Sarah Aitken Head of Distribution leaves Insight Investments

Philip Anker joins Insight Investments as Global Head of Distribution from Paloma Partners Management Company

Roger Edwards leaves Royal London – destination unknown

Mark Olson joins Morgan Stanley as Head of Convertible Bond Research from RBS

Euan Munro leaves Standard Life to join Aviva Investors as Chief Executive in January 2014

Michael Walker joins Legal & General as Commercial Underwriting Manager from Aon Hewitt



Yumeng Zhang leaves LGIM to join Mercer in China

Martin Ashmore joins Reinsurance Group of America as Executive Director, Global Financial Solutions from Morgan Stanley

Richard Favier stands down as Head of Insolvency & Restructuring at PPF

Tony Fong leaves Goldman Sachs to relocate to Asia

Stan Beckers joins ING Investment Management as Chief Executive from BlackRock

Rob Pace joins LGIM as LDI Product Strategist from Towers Watson Structured Products

Andrew Sutherland retires from Standard Life Investments

Olaf Petersen retires from AonHewitt as co-Head of the German business

Fred Marchlewski joins AonHewitt as co-Head of the German business from Accenture

June Paul Abberley leaves Aviva Investors to work as an independent Asset Management Professional

Jessica Mosher joins OECD-OCDE (Paris) as Private Pensions Analyst from AXA

Jon Jonsson joins Neuberger Berman as MD & Senior Portfolio Manager from JPMAM

Andrew Singh joins P-Solve as Senior Associate within Asset Allocation after a sabbatical

Malcolm Weir joins PPF as Head of Restructuring & Insolvency from Barclays Corp

David Riley leaves Fitch Ratings to join Bluebay Asset Management as Head of Credit Strategy in September 2013

Neil Robjohns joins Friends Life as Head of Longevity from Barnett Waddingham

Mark Miller joins Amundi as Head of UK Institutional from Blackstone Alternative Asset Management

Alexander Ball joins Allianz Global Investors as Associate from RBC Capital Markets

Jill Barber joins Franklin Templeton as Head of Institutional for Ireland & UK from Hermes Fund Managers

Prashant Sharma joins JP Morgan Asset Management from GSAM as MD for International Fixed Income Insurance

Fernand Schurmann joins Aegon AM (Netherlands) as Commercial Director from Robeco

David Lane joins The Pensions Trust as CFO from Minster Law

Rosalind Mann joins Schroders as a Strategist from Towers Watson

Sam Gibbons joins Barclays as Assistant Vice President from Nomura

Ross Campbell joins Standard Life from BlackRock

Deepak Seeburren joins Natixis as Executive Director from Lloyds Banking Group

Fatima Luis joins Mirabaud Asset Management as Senior High-Yield Bond Specialist from F&C

Jeff Hunt joins Xafinity Consulting as Deputy Managing Director from Traderisks

Richard Buxton joins Old Mutual Global Investors as Head of UK Equities from Schroders

Errol Francis joins Old Mutual Global Investors as Fund Manager from Schroders

May Markus Ehrnrooth becomes co-founder of Knomi on leaving Morgan Stanley

Damian Stancombe joins Barnett Waddingham as Head of Employee Benefits from P-Solve

Tim Benjamin joins Insight as Client Director from Barclays Capital

Mary Kahng joins Saemor Capital as Head of Investor Relations from ING Investment Management

Ajeet Manjrekar joins Global Thematic Partners as Managing Director from Deutsche Asset & Wealth Management

Nicolas Lucas joins Allianz Global Investors’ Infrastructure Debt Team from RBS

Martin Mannion joins John Lewis Partnership as Head of Trustee Services from GlaxoSmithKline

Himanshu Chaturvedi joins Cambridge Associates as Investment Consultant

Ian Peart joins Buck Global Investment Advisors as Senior Investment Consultant from AonHewitt



Tiziana Galassini joins LaSalle Investment Management as COO from Morgan Stanley

Andrew Ruffell joins Goldman Sachs in UK Sales from RBS

Carolina Minio-Paluello joins Lombard Odier Investment Managers as Deputy CIO from Citigroup

April Richard Willets joins Partnership as Director of Longevity from Friends Life

Lef Sigalos joins Schroders from F&C Asset Management

Anja May joins SECOR Asset Management as an Analyst from Schroders

Jon Bailie joins Pioneer Investments as Head of Distribution from AXA IM

Nick Woodward joins F&C Asset Management as LDI Structurer from KPMG

Matthew Webb joins LGIM as Solutions Strategist from BDO

Steven Catchpole leaves Cardano to join the Aviva Pension Scheme

Dan Morris joins Schroders as LDI Solutions Manager from AonHewitt

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 leaves Schroders to join SKAGEN

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 as Head of Client Strategy from AonHewitt

March David Millar joins Invesco Perpetual as Head of Multi-asset team from Standard Life

Richard Batty joins Invesco Perpetual on Multi-asset team from Standard Life

Dave Jubb joins Invesco Perpetual on Multi-asset team from Standard Life

Mark Wegbrans joins Banca IMI as MD of Solutions from Jeffries

Alastair Mills joins LGIM as LDI Portfolio Construction Manager from Cardano

Simon Mooney joins Insight Investments as Consultant Relations from F&C Asset Management

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

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 leaves P-Solve to move to 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 Research

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 as a Partner

Tim Kai Tian Wong leaves 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 Erik Davey joins Russell Investments as Director for Pension Solutions Group from SECOR

Karen McWilliam joins AonHewitt as Head of Public Sector Benefits Consultancy from Hymans Robertson

Benoit Jacquemont joins Cardano as LDI Portfolio Manager from Deloitte

Ros Altmann steps down as Director General at Saga, to become an Independent Policy Expert

Holly James joins Lloyds Banking Group as Marketing Assistant for Project Verde from Redington Partners

Bart Heenk joins Beter Pensioenbeheer as a Partner from Cardano

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 to become an independent consultant

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 Asset Management

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

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 to join UBS GAM

talent moves pension and insurance de risking-plenum group

Economy & Finance