This document lists notable talent moves in the financial services industry from April to December 2012 related to pension and insurance de-risking. It provides over 50 examples of executives changing roles or employers within this sector. The information is based on informal market intelligence and no guarantees are provided about accuracy. To feature your move, you can email the listed contact.

1. 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

2. 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