People Moves

Latest News for People Moves

• August 15, 2010 - Asset Manager Eyes Japan Expansion With New Hire
  

  Investec Asset Management is looking to increase its Japanese investment capabilities with the recent hire of Makoto Sakaguchi to lead its funds franchise. Sakaguchi steps in from Citibank and is charged with helping the firm achieve its goal of growing its Japanese funds management business from $400 million to between $1.

• June 27, 2010 - Japan's Funnex Prepares For China Strategy
  

  Funnex Asset Management, the Japan-based hedge fund, has hired Xiao Minjie as president as part of expansion strategy into the Southeast. Minjie was previously a senior economist at the Daiwa Institute of Research in China.

• June 10, 2010 - BNY Mellon Trust (Japan) Bolsters Corporate Trust With New President, CEO
  

  BNY Mellon Trust (Japan) has promoted Dominick Falco to president and chief executive in a bid to strengthen its corporate trust offering in the country. Falco was previously the Asia managing director of broker-dealer services.

• June 10, 2010 - Executive Search Firm Names MD For Tokyo
  

  Financial services executive search firm Sheffield Haworth has appointed Bruce Baker as managing director and head of Tokyo. Baker, who has over 20 years of experience in the Japanese executive search market, joins the firm from Russell Reynolds Associates, Tokyo.

• May 13, 2010 - Axa Framlington Sees Fund Manager Departure
  

  Anja Balfour, a fund manager at Axa Framlington, has left the firm following a reorganisation of its Japanese equities team. Chisako Hardie takes over Balfour’s funds as part of an enlarged role at Axa Framlington, a spokesperson for the firm told WealthBriefing.

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Latest Features for People Moves

• September 2, 2010 - Executive Moves - August 2010
  

  North America JP Morgan Asset Management named Michael O'Brien to the newly created role of global head of institutional client group. He reports to chief executive Mary Callahan Erdoes. Prior to this position, O Brien was head of the institutional investment management division of BlackRock.

• August 4, 2010 - Executive Moves - July 2010
  

  UK Mark Atherton left the Birmingham branch of Rathbone Brothers, the UK based private wealth and investment management firm. John Lamb Partnership, the London-based IFA, named Campbell Edgar as head of private clients, a role in which he will oversee an eight-strong team of financial planners. He joins the firm from Andersen Charnley, where up until April of this year he served as consultant director within its City division.

• March 3, 2010 - Executive Moves - February 2010
  

  US BNY Mellon Wealth Management hired Michele Bucklin as a sales officer based in Seattle, reporting to Nancy Pellegrino, regional president for the Pacific Northwest. Prior to joining BNY Mellon Ms Bucklin was a private wealth advisor and portfolio manager at Wachovia Securities and led a team that managed $250 million in client assets. New York-headquartered Fiduciary Trust International named Gail Cohen, executive vice president and general trust counsel, and Mackintosh Pulsifer, executive vice president and chief investment officer, as vice chairpersons of the firm.

• February 2, 2010 - Executive Moves - January 2010
  

  North America CitizensTrust, the wealth management division of California-based Citizens Business Bank, hired William Zaleski as manager of trust services. He reports to Chris Walters, executive vice president of the bank and head of CitizensTrust. Mr Zaleski was most recently a senior wealth advisor at Dubuque Bank & Trust.

• November 2, 2009 - Executive Moves - October 2009
  

  UK Robin Budenberg has been named the new chief executive of UK Financial Investments, the government agency in charge of the holdings in bailed-out British banks. He joins from UBS, where he is currently responsible for senior UK client relationships. He is replacing John Kingman as UKFI head.

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