Week 16 December: people on the move – Asset Management

  • Spark Panning 1

    Photo credit: Dirk Gently

    Brian O’Neill is to retire as lead portfolio manager of the Henderson Global Trust after 30 years at the helm. He will be replaced by Wouter Volckaert, who has recently joined Henderson from Morgan Stanley. At Morgan Stanley Volckaert  managed concentrated and diversified global equity portfolios for institutional and retail investors. He has also worked at ABN AMRO Asset Managament as a global equity portfolio manager

• M&G Investments has appointed Claudia Calich as manager of the M&G emerging markets bond fund, replacing Mike Riddell who will focus on managing government bonds and currencies. Ms Calich joined M&G from Invesco in October.

• Hyesik Ryu has joined M&G Real Estate as managing director to lead its business in South Korea. Mr Ryu was previously a director with Hyundai Securities where he managed project financing, loan structuring and the acquisition of real estate assets.

• Schroders has established a convertible bonds team in Zurich with Peter ReinmuthMartin Kuehle andUrs Reiter joining from Fisch Asset Management, an independent Swiss boutique. Damien Vermonet has also joined the team after moving from Acropole, the French fund manager.

• Elizabeth Para has moved to Fundsmith, the fund manager founded by Terry Smith, as institutional sales director from AllianceBernstein.

• Michael Pagliari has joined Smith & Williamsonas a partner after 27 years at Morgan Stanley where he last ran a multi-asset class team advising private clients.Philip Lawlor also joined Smith & Williamson to head up the investment strategy team from FTSE Group where he was research head.

• State Street Global Advisors has expanded its fundamental equity team with three new analysts. Robert Allen is moving from International Investment and Underwriting, the private equity group, to focus on technology and telecoms. Eoin Ó hÓgáin joins from Centrica to analyse the resources sector, while James Savage moves from Depfa Bank to look after industrials and utilities.

• Trinity Street Asset Management has strengthened its client services team withPauline Stuart and Sean Landers both joining as institutional business directors from BNY Mellon and BMO Capital Markets respectively.

• Daniel Lee joins Allianz Global Investors as sales director from Cazenove Capital Management where he was head of the UK discretionary sales team.

• Anthony McDonald has moved from Morningstar to City Financial, the independent fund manager, as an investment analyst in the multi-asset team.

• Valerie Nicholson has joined the consultant relationship team at JPMorgan Asset Management from State Street.

• London Capital, the financial services group, has appointed David Sparks as chief financial officer. Mr Sparks was recently a director at Sportingbet.


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