<h1>Top 10 Moves within Banking Industries in May 2023</h1><blockquote>Welcome to <strong>TALNT</strong>, your go-to source for the latest updates and insights on the banking sector. In this months edition, we delve into the top ten popular people moves that have been making waves across various sub-sectors of banking. From mergers and acquisitions to equity and debt capital markets, structured finance, country coverage, industry coverage, corporate banking, and corporate broking, the industry has witnessed significant developments that are shaping its future.</blockquote><div> </div><div> </div><h1>1. Morgan Stanley Hires Credit Suisses Head of Health-Care Investment Banking for the Americas</h1><blockquote>Morgan Stanley, a leading financial institution, has appointed Ryan Bondroff, the former head of health-care investment banking for the Americas at Credit Suisse Group AG. With a wealth of experience at renowned organizations like Jefferies Financial Group Inc. and UBS Group AG, Bondroff brings valuable expertise to his new role. This strategic move highlights Morgan Stanleys commitment to strengthening its position in the health-care investment banking sector.... <a target="_blank" href=""https://talnt.sh/articles/181148"">(Read More)</a></blockquote><div> </div><h1>2. Deutsche Bank AG Appoints Kaveh Namazie as Asia Credit Desk Analyst</h1><blockquote>Deutsche Bank AG strengthens its team with the hiring of Kaveh Namazie as Asia credit desk analyst, reporting to Owen Gallimore, head of Asia Pacific credit desk analysis. Namazie brings valuable experience from Australia & New Zealand Banking Group (ANZ)... ,<a target="_blank" href=""https://talnt.sh/articles/187941"">(Read More)</a></blockquote><div> </div><h1>3. Jefferies Expands Team with Top Talent from Leading Financial Institutions</h1><blockquote>American investment bank Jefferies demonstrates its commitment to growth by hiring top talent from prominent financial institutions. Recent appointments include Matt Wilson, an experienced banking analyst, Julian Babich, a seasoned infrastructure banker, Kevin Martin, a former investment banking COO, Dominic Meagher, an industry expert, and Mike Johnson, a head of equity capital markets syndication. These strategic additions strengthen Jefferies capabilities and enhance its ability to deliver exceptional services to clients... <a target="_blank" href=""https://talnt.sh/articles/188463"">(Read More)</a></blockquote><div> </div><h1>4. Former Credit Suisse CEO Christian Meissner Joins International Merchant Bank</h1><blockquote>Christian Meissner, former CEO of Credit Suisse investment bank, has joined BDT & MSD Partners, an international merchant bank. Meissner will work with partner Sarah Giovanna in London, providing advisory and investment services to European family businesses. This move comes after Meissners stint at Credit Suisse, where he took charge of the investment bank and emphasized aggressive investing following significant losses... <a target="_blank" href=""https://talnt.sh/articles/182236"">(Read More)</a></blockquote><div> </div><h1>5. Goldman Sachs Names Kim Posnett as Head of Global TMT Investment Banking Group</h1><blockquote>Goldman Sachs Group Inc has appointed Kim Posnett, a seasoned executive with extensive experience in technology, media, and telecommunications (TMT), as the new head of its global TMT investment banking division. Posnett, a long-standing partner at Goldman since 2016, has a successful track record in leadership positions, including overseeing the global internet business. This strategic appointment aims to leverage Posnetts expertise and further strengthen Goldman Sachs position in the TMT sector... <a target="_blank" href=""https://talnt.sh/articles/182148"">(Read More)</a></blockquote><div> </div><h1>6. Jefferies Appoints Dennis Kwan as Head of Asia Secondaries Advisory</h1><blockquote>Jefferies, a leading investment bank, has appointed Dennis Kwan as Head of Asia Secondaries Advisory. Based in Hong Kong, Kwan will leverage his extensive experience to develop the firms Secondary advisory business in the Asia Pacific region, collaborating with investment banking and capital markets teams to deliver innovative solutions to clients... <a target="_blank" href=""https://talnt.sh/articles/188464"">(Read More)</a></blockquote><div> </div><h1>7. Banco Santander Poaching Credit Suisse Dealmakers to Accelerate Talent Base Expansion</h1><blockquote>Banco Santander SA aims to bolster its talent base by recruiting numerous Credit Suisse Group AG dealmakers, capitalizing on a rare opportunity for rapid expansion, particularly in the US. The Spanish bank, led by CEO Hector Grisi, plans to attract experienced bankers, including Credit Suisses senior executives, while also targeting junior bankers. By offering attractive compensation packages and leveraging the uncertainty surrounding Credit Suisses pending sale to UBS, Santander aims to expedite its dealmaking expansion and achieve 20% annual growth in its US corporate and investment bank. The recruitment effort is spearheaded by JosÃ© Linares and Darren Jones, and the bank is actively seeking to hire Wall Street bankers affected by layoffs in larger rivals... <a target="_blank" href=""https://talnt.sh/articles/187829"">(Read More)</a></blockquote><div> </div><h1>8. Shuaa Capital Appoints Wafik Ben Mansour as Head of Investment Banking</h1><blockquote>Shuaa Capital, a leading asset management and investment banking platform, has named Wafik Ben Mansour as the new Head of Investment Banking. Mansour, an experienced investment banking professional, brings extensive expertise from his previous role as Managing Director at Credit Suisse. With over 15 years of experience, Mansour has successfully led notable transactions, including Omantels $2.2 billion stake acquisition in Zain Group and ADQs acquisition of Amoun Pharmaceutical. His recent achievement includes the acquisition of Namshi by Noon AD Holdings... <a target="_blank" href=""https://talnt.sh/articles/183250"">(Read More)</a></blockquote><div> </div><h1>9. Perella Weinberg Partners Welcomes Kempton Dunn as Technology Practice Partner</h1><blockquote>Perella Weinberg Partners (Nasdaq: PWP) strengthens its technology practice with the appointment of Kempton Dunn as a Partner in the Advisory Business. With over 25 years of investment banking experience, Mr. Dunn will offer strategic and financial advice to global clients in the enterprise software sector, further enhancing PWPs technology group. Based in San Francisco, his expertise will contribute to PWPs commitment to delivering top-notch services in the technology industry... <a target="_blank" href=""https://talnt.sh/articles/183515"">(Read More)</a></blockquote><div> </div><h1>10. FE International Appoints Randal V. Stephenson as Head of Investment Banking</h1><blockquote>FE International, a leading M&A advisor in the global technology industry, has hired Randal V. Stephenson, a veteran investment banker, as its Head of Investment Banking. Stephenson will spearhead the expansion of FEs investment banking platform and oversee the companys existing Due Diligence & Accounting Advisory and Sell-side M&A Advisory businesses. With over 1,200 completed M&A transactions, FE International leverages its expertise to drive growth under Stephensons leadership, with operations based in New York, Miami, San Francisco, and London... <a target="_blank" href=""https://talnt.sh/articles/187361"">(Read More)</a></blockquote><div> </div><div> </div><div><br></div>

Banco Santander

Deutsche Bank

Jefferies

Morgan Stanley

Perella Weinberg Partners

(D) SHUAA Capital

Shuaa Capital

(D) Goldman Sachs

Goldman Sachs

TALNT Insights

Banking Buzz: May 2023s Magnificent Top 10 Moves

<h1>Top 10 Popular Moves within Wealth & Asset Management Industries in April 2023</h1><blockquote>The Wealth & Asset Management sector experienced a series of highly popular people moves in April 2023 across its diverse sub-sectors, including Fund Management, Hedge Fund, Private Equity, Public Funds, and Wealth Management. These moves involved influential individuals who play significant roles in shaping the industry. In this article, we will explore the top ten popular people moves within the Wealth & Asset Management sector for April 2023, highlighting the significance of these moves and their potential impact on the sector. Whether you are an investor, financial professional, or simply interested in the world of wealth and asset management, this article will provide valuable insights into the latest people moves and trends within the industry, keeping you informed about the key players driving innovation and success in the sector.</blockquote><div><br></div><div> </div><h1>1. Justin Onuekwusi Departs LGIM for St Jamess Place as Chief Investment Officer</h1><blockquote>Justin Onuekwusi, a seasoned investment professional with over two decades of experience, has left Legal & General Investment Management (LGIM) to join St Jamess Place as the wealth management giants chief investment officer. Onuekwusi, previously the head of retail investments, EMEA, and head of retail multi-asset funds at LGIM, will bring his expertise to his new role, reporting to director of investments Tom Beal. He is also recognized for his advocacy for diversity in the asset management industry, having received the Freedom of the City of London and co-founded the Diversity Project and #TalkAboutBlack campaign... <a target="_blank" href="https://talnt.sh/articles/176392">(Read More)</a></blockquote><div> </div><h1>2. Aditum Investment Management Welcomes Ali El Adou as New CIO</h1><blockquote>Aditum Investment Management Ltd., a prominent Dubai-based investment firm, has named Ali El Adou as its new Chief Investment Officer. With his extensive experience and knack for identifying lucrative opportunities, El Adou is poised to enhance Aditums offerings in asset management, portfolio management, and financial advice. This strategic appointment underscores Aditums commitment to solidifying its market presence and gaining a competitive advantage... <a target="_blank" href="https://talnt.sh/articles/176393">(Read More)</a></blockquote><div> </div><h1>3. Selim Elgen Takes the Helm of Citi Global Wealth for MENA and UAE</h1><blockquote>CitiGroup has announced the appointment of Selim Elgen as the leader of Citi Global Wealth for MENA and the UAE wealth business. Additionally, Venkat Mahadevan has been named the consumer business manager for Citi UAEs Citigold/Citigold private client, retail, and cards businesses. These strategic appointments highlight Citis commitment to bolstering its presence in the MENA region and the UAEs thriving wealth management sector. Citi UAE serves as a pivotal hub within Citis global wealth centers, which include Singapore, Hong Kong, the UAE, and London... <a target="_blank" href="https://talnt.sh/articles/174699">(Read More)</a></blockquote><div> </div><h1>4. High-Producing Financial Advisor Team Departs First Republic for JPMorgan</h1><blockquote>A high-performing team of financial advisors, headed by industry veterans Eric Yamin and Keith Caparelli, has departed First Republics private wealth unit after just three months. The team, which had recently joined First Republic from Morgan Stanley, made the move to JPMorgans wealth management unit this week. This transition highlights the competitive landscape within the industry and JPMorgans appeal as a leading player in the market... <a target="_blank" href="https://talnt.sh/articles/176469">(Read More)</a></blockquote><div> </div><h1>5. Financial Advisors James Sheehan and Shawn Tighe Join LPL Financial</h1><blockquote>LPL Financial has announced that James Sheehan and Shawn Tighe have joined the firms broker-dealer, RIA, and custodial platforms. The advisors, who join LPL from Raymond James, bring with them approximately $450 million in advisory and brokerage assets. They are the 30th team to join LPL Strategic Wealth Services, which provides modern supported independent solutions to financial advisors... <a target="_blank" href="https://talnt.sh/articles/178699">(Read More)</a></blockquote><div> </div><h1>6. Matt Warta Joins Bow River Capital as Managing Director for Software Growth Equity</h1><blockquote>Bow River Capital has announced the appointment of Matt Warta as a Managing Director on its Software Growth Equity team. With over 20 years of experience in the Software-as-a-Service (SaaS) industry, Warta will be responsible for overseeing majority-control transactions, leading boards of directors, and cultivating relationships with founders and tech CEOs within Bow River Capitals Software Growth Equity portfolio... <a target="_blank" href="https://talnt.sh/articles/172740">(Read More)</a></blockquote><div> </div><h1>7. Schroders PLC CFO Richard Keers to Retire; Richard Oldfield Named Successor</h1><blockquote>Richard Keers, Chief Financial Officer and director of Schroders PLC, is set to retire on October 2, with Richard Oldfield stepping in as his successor. Oldfield, currently the vice chairman and global markets leader at PricewaterhouseCoopers, will take on the role. Additionally, Schroders announced that their first-quarter assets under management exceeded analyst estimates... <a target="_blank" href="https://talnt.sh/articles/180451">(Read More)</a></blockquote><div> </div><h1>8. Mirova Appoints Zineb Bennani as CEO, Accelerating Global Development</h1><blockquote>Sustainability-focused investment manager, Mirova, has named Zineb Bennani as CEO of Mirova US and Global Head of Business Development. This strategic move aims to drive the companys global development forward. Mirova, a subsidiary of Natixis Investment Managers, focuses on long-term value creation combined with sustainable development. With plans for strategic global growth, the U.S. markets play a crucial role in raising assets under management, expanding impact investing, and developing private assets offerings. Mirova US currently manages $8.4 billion and boasts a dedicated team of over 25 professionals... <a target="_blank" href="https://talnt.sh/articles/172896">(Read More)</a></blockquote><div> </div><h1>9. Goldman Sachs Promotes Nishi Somaiya to Head of Private Banking, Demonstrating Commitment to Diversity</h1><blockquote>Goldman Sachs has announced the promotion of Nishi Somaiya to head their private banking unit. With her extensive experience and leadership capabilities, Somaiya will oversee the global operations of the firms private banking business, providing investment advice and financial planning services to clients. This promotion highlights Goldman Sachs commitment to diversity and inclusion, as Somaiya becomes one of the few women in the financial services industry to lead a private banking unit... <a target="_blank" href="https://talnt.sh/articles/175531">(Read More)</a></blockquote><div> </div><h1>10. Morgan Stanley Hires Top Wealth Advisor Steven Levine from First Republic Bank</h1><blockquote>In a departure from First Republic Bank, wealth advisor Steven Levine has joined Morgan Stanley in Palm Beach, Florida. Levine, ranked in the Barrons Top 1,200 Financial Advisors for 2023, brings a four-person team that managed $2.3 billion as of September 30. First Republic stock is down amid concerns over deposit decline following Silicon Valley Banks collapse... <a target="_blank" href="https://talnt.sh/articles/175085">(Read More)</a></blockquote><div><br></div><div><br></div><div><br></div><div><br></div>

Citi

LPL Financial

Mirova

Schroders

St James’s Place Wealth Management

St Jamess Place

Bow River Capital

Top 10 Popular Moves within Wealth & Asset Management - April 2023

<h1>Top 10 Moves within Banking Industries in March 2023</h1><blockquote>The banking sector is constantly evolving, with new trends, opportunities, and challenges emerging every month. In March 2023, there were several noteworthy moves across various sub-sectors of banking, including M&A, Equity Capital Markets, Debt Capital Markets, Structured Finance, Country Coverage, Industry Coverage, Corporate Banking, and Corporate Broking. These moves involved some of the most influential individuals in the industry, and they have the potential to impact the future of banking. In this article, we will be discussing the top ten people moves in the banking sector for the month of March 2023, providing insights into their significance and potential implications for the industry as a whole.</blockquote><div><br></div><div> </div><h1>1. Bank of America Appoints Akshay Sawhney and Kevin Su as Co-Heads for Equity Capital Markets in Asia Pacific</h1><blockquote>Bank of America has announced the appointment of Akshay Sawhney and Kevin Su as co-heads for equity capital markets in Asia Pacific. The move comes as Anvita Arora and Tucker Highfield step down from their positions, with Arora relocating to the UK and Highfield retiring from the industry. Sawhney and Su will now oversee the business, with Sawhney bringing his expertise as the former head of capital markets solutions for Asia Pacific and Sus experience as the former vice chairman of Asia ECM and head of China ECM... <a target="_blank" href="https://talnt.sh/articles/169370">(Read More)</a></blockquote><div> </div><h1>2. Citigroup Hires Greg Dalle as Co-Head of Industrials for EMEA</h1><blockquote>Citigroup has hired Greg Dalle from Credit Suisse Group AG as co-head of industrials for Europe, the Middle East, and Africa (EMEA). Dalle will work alongside Jean-Baptiste Petard and Hubert Rybicki in leading the operation, which is part of Citigroups banking, capital-markets, and advisory division. With over two decades of experience, Dalles most recent role was as global co-head of diversified industrials at Credit Suisse, where he spent his entire career. In his new role, Dalle will focus on large-cap diversified industrials and industrial technology clients... ,<a target="_blank" href="https://talnt.sh/articles/172383">(Read More)</a></blockquote><div> </div><h1>3. Goldman Sachs Loses Three Senior Technology Executives</h1><blockquote>Goldman Sachs has confirmed the resignation of three senior executives in the technology division. Greg Kuznetsov, the Global Head of Technology Investment Banking, and the Global Co-Heads of Technology Mergers & Acquisitions, Javier Escobar and Dan Dees, have stepped down from their roles. Dan, who has been with the firm for more than 30 and a half years, held his position since December 2022. He has also served as Vice President, Associate, and Analyst during his tenure at Goldman Sachs. The departure of these key executives marks a significant loss for the firm, especially given their expertise in the technology sector... <a target="_blank" href="https://talnt.sh/articles/171775">(Read More)</a></blockquote><div> </div><h1>4. Rocque Lipford Jr. Joins Guggenheim Securities as Senior Managing Director in Industrials Investment Banking Group</h1><blockquote>Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, has announced the appointment of Rocque Lipford Jr. as a Senior Managing Director in the Industrials Investment Banking Group. With almost three decades of experience in investment banking, Rocque Lipford Jr. joins Guggenheim from J.P. Morgan, where he served as a Managing Director and Global Co-Head of Basic Materials. Prior to that, he worked at Goldman Sachs and Lehman Brothers. Lipford will be based in Guggenheims Chicago office and will bring his expertise to the firms Advisory, Financing, Sales and Trading, and Research services... <a target="_blank" href="https://talnt.sh/articles/169420">(Read More)</a></blockquote><div> </div><h1>5. Stifel Financial to hire former Silicon Valley Bank partners to expand business serving early-stage companies</h1><blockquote>Stifel Financial hires three former Silicon Valley Bank partners to expand early-stage company services. Jake Moseley, Matt Trotter, and Ted Wilson will join Stifel as managing directors to lead the Venture Banking Group. The move comes after the collapse of California-based tech lender Silicon Valley Bank... <a target="_blank" href="https://talnt.sh/articles/170160">(Read More)</a></blockquote><div> </div><h1>6. Solomon Partners hires Joseph Watson to launch Technology Investment Banking Group</h1><blockquote>Solomon Partners, a leading financial advisory firm, has hired Joseph Watson as Managing Director in its Technology Group to spearhead the launch of the firms newest practice. Watsons software, data, analytics, and information services expertise will be utilized to develop a technology-focused practice that will better serve Solomons clients. The firm plans to continue expanding and diversifying its platform by creating and building out its tenth vertical. Solomons new Technology Investment Banking Group will be led by Craig Muir, who will join the firm in May 2023... <a target="_blank" href="https://talnt.sh/articles/165236">(Read More)</a></blockquote><div> </div><h1>7. Moelis & Co. Hires Global Co-Head of Investment Banking at SVB Securities, Jason Auerbach</h1><blockquote>Moelis & Co. has hired Jason Auerbach, who was the global co-head of investment banking and technology investment banking at SVB Securities. Auerbach joined SVB Securities in 2021 from UBS Group AG and was previously co-head of technology, media, and telecommunications investment banking at the Swiss bank. His resignation was communicated to SVB staff on Monday by SVB Securities CEO Jeff Leerink. The parent company, SVB Financial Group, is exploring options for the unit following the failure of its Silicon Valley Bank unit, which collapsed into Federal Deposit Insurance Corp. receivership on March 10... <a target="_blank" href="https://talnt.sh/articles/170973">(Read More)</a></blockquote><div> </div><h1>8. Bank of Americas Co-Head of Global Financial Sponsors Resigns to Join Bank of Montreal</h1><blockquote>Kevin Sherlock, the co-head of global financial sponsors at Bank of America, has resigned to become the head of leveraged finance and private capital at Bank of Montreals investment banking arm, BMO Capital Markets. Sherlock, who worked at Bank of America and Merrill Lynch since 2014, will join the Canadian lender after a gardening leave period. Bank of America has not yet commented on the appointment. The move comes as Bank of Montreal has made senior hires across Wall Street in recent months, including from Credit Suisse Group AG... <a target="_blank" href="https://talnt.sh/articles/170214">(Read More)</a></blockquote><div><br></div><h1>9. Bank of America Appoints Jill Schwartz as Co-Head of Global Financial Sponsors</h1><blockquote>Bank of America has appointed Jill Schwartz as co-head of global financial sponsors, where she will work alongside Saba Nazar. Schwartz, who will continue in her role as executive vice chair of global corporate and investment banking, will be responsible for advising on private equity deals such as leveraged buyouts and IPOs. Her appointment comes as Kevin Sherlock steps down to join Bank of Montreals investment bank as head of leveraged finance and private capital... <a target="_blank" href="https://talnt.sh/articles/170926">(Read More)</a></blockquote><div> </div><h1>10. Citigroups Senior Executive in Charge of Transformation Efforts to Retire</h1><blockquote>Karen Peetz, the chief administrative officer at Citigroup, is retiring from her role overseeing the banks transformation efforts to help tackle regulatory consent orders. Peetz will stay until May to assist newly-appointed chief operating officer Anand Selvakesari. The retirement comes as Citigroup has been working to improve its risk management and compliance systems to comply with regulatory requirements. The bank has not yet announced a replacement for Peetz... <a target="_blank" href="https://talnt.sh/articles/169386">(Read More)</a></blockquote><div><br></div><div><br></div>

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Banking Buzz: May 2023s Magnificent Top 10 Moves

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