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                             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




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
www.theplenumgroup.com
                                                                                                                             Tel: 020 70784895

                                                                    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

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

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Notable Pension Moves

  • 1. www.theplenumgroup.com Tel: 020 70784895 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 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
  • 2. www.theplenumgroup.com Tel: 020 70784895 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 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