<blockquote>Welcome to the latest edition of our "Top Ten Popular People Moves" article series, where we delve into the dynamic world of Wealth & Asset Management during the month of July 2023. In this months spotlight, we explore the captivating landscape of this sector, showcasing the most noteworthy individuals who have been making waves across various sub-sectors. From the strategic minds guiding Fund Management to the innovative strategists in Hedge Funds, Private Equity visionaries, Public Fund leaders, and the trailblazers in Wealth Management, these movers and shakers have been shaping the industrys trajectory. Join us as we uncover the impactful transitions, appointments, and changes that have kept the industry buzzing throughout the past month..</blockquote><div> </div><div> </div><h1>1. EFG International AG Strengthens Asia Team for Growth</h1><blockquote>EFG International AG has revamped its Asia Pacific management, appointing new market heads to drive regional growth. Oliver Balmelli becomes the market group head for independent asset managers and international private banking, Timothy Lo for ultra high net worth clients, Jessica Ng for Hong Kong, and Yu Jin Tay for Southeast Asia. Immediate effectiveness to boost EFGs regional growth strategy.</blockquote><div> </div><h1>2. UBS Appoints LH Koh as Head of Asia-Pacific Family Office</h1><blockquote>UBS has named LH Koh as the exclusive Head of the Global Family Office Unit for Asia-Pacific, in an internal restructuring. Koh, previously Co-Head of Global Family and Institutional Wealth, brings a decade-long tenure at UBS and extensive leadership in family office business. Meanwhile, Tommy Leung departs after 20 years.</blockquote><div> </div><h1>3. HSBC Strengthens Middle East Presence with Key Hires</h1><blockquote>HSBC is enhancing its Middle East wealth business by recruiting Patrick DAmic, a former Credit Suisse Strategic Client Partner, and Aladdin Hangari, ex-CEO of Credit Suisse Qatar. The strategic moves demonstrate HSBCs commitment to expanding its Middle East presence and enhancing wealth management capabilities, positioning the bank for continued success in the region.</blockquote><div> </div><h1>4. Dymon Asia Capital Expands Team and Funds Globally</h1><blockquote>Singapores Dymon Asia Capital bolsters its team by recruiting 24 portfolio managers, including former Goldman Sachs MD Jaewon Yu, ahead of a $1 billion fund raise. With $4 billion assets managed, the hedge fund plans a Mumbai office launch to complement its Singapore, Hong Kong, and Tokyo locations. Deputy CEO Kenneth Kan targets 2024 fund raising completion, ramping up efforts internationally from September, including trips to the US, UK, and Japan.</blockquote><div> </div><h1>5. BlackRock Appoints Mandy Lui as Head of Greater China Wealth</h1><blockquote>BlackRock, the worlds largest asset manager, has selected Mandy Lui as the Head of Greater China Wealth. With over two decades of financial services expertise, Mandy will lead BlackRocks expanding wealth operations in the region, overseeing mutual funds, private wealth, and institutional services. This appointment aligns with BlackRocks strategic focus on strengthening its presence in Greater China.</blockquote><div> </div><h1>6. Scotiabank Appoints Jacqui Allard as Group Head of Wealth Management</h1><blockquote>Scotiabank has announced the appointment of Jacqui Allard as Deputy Head of Global Wealth Management, effective from September 1, 2023. She will later assume the position of Group Head on January 1, 2024. Previously at RBC, Jacqui held executive roles, overseeing areas like wealth management solutions, client experience, and strategy. Her extensive experience spans globally across various financial institutions.</blockquote><div> </div><h1>7. Newton Investment Management Appoints Ella Hoxha as Head of Fixed Income</h1><blockquote>Newton Investment Management, a part of BNY Mellon IM, has chosen Ella Hoxha as the new Head of Fixed Income, succeeding Paul Brain. Brain will transition to the role of Deputy CIO of the multi-asset team, retaining portfolio management duties. Hoxha, previously at Pictet Asset Management, will enhance Newtons fixed income offerings, collaborating with the team.</blockquote><div> </div><h1>8. Warburg Pincus Appoints Jeffrey Perlman: Future CEO Successor</h1><blockquote>Private-equity firm Warburg Pincus has named Jeffrey Perlman as president, positioning him to succeed CEO Chip Kaye. Perlman, currently heading Warburgs Southeast Asia and Asia real estate division, will move from Singapore to New York. He will take over from Timothy Geithner, while Geithner becomes chairman. Perlmans selection is based on his investment expertise, global outlook, and alignment with the firms values, ensuring a gradual transition in leadership.</blockquote><div> </div><h1>9. HSBC Swiss Private Bank Strengthens Team for EMEA and Asia Growth</h1><blockquote>HSBCs Swiss private bank is enhancing its team with strategic hires, focusing on the EMEA and Asia regions, including northern Europe and Saudi Arabia. The banks Swiss private banking sector, now HSBCs largest European booking center with $153 billion in assets, has seen substantial growth. Noteworthy appointments include Juan Antonio Roche, head of distribution, and Esty Dwek, head of investment counselors. These moves align with HSBCs aim to expand in Switzerland and bolster its global private banking presence. The bank also leverages its Asian presence to bridge regions, appointing Neil De Sousa and Klara Chan for key roles. Further additions to the team underscore HSBCs commitment to seamless client access to international markets.</blockquote><div> </div><h1>10. Partners Group Appoints Toby Mannock as Managing Director for Australian Private Equity</h1><blockquote>Partners Group, a prominent global private markets investment manager, has named Toby Mannock as Managing Director and Head of Private Equity Australia. In this new role, effective from July 24, Toby brings his extensive background in corporate advisory, institutional finance, and military service to the firm. With experience at ANZ, Renaissance Capital, and British Armys Parachute Regiment, Tobys expertise strengthens Partners Groups capabilities. The firms strategy includes pursuing 1-2 direct private equity investments annually in Australia and New Zealand, under Tobys leadership from Sydney.</blockquote>

BlackRock

Dymon Asia Capital

HSBC

Newton Investment Management

Partners Group

Warburg Pincus

HSBC Private Banking

Scotiabank

EFG International

HSBC Global Banking and Markets

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Wealth & Asset Mgmt Insights

Top 10 Popular People Moves in the Wealth & Asset Management Sector - July 2023

<h1>Top 10 Moves within Markets in March 2023</h1><blockquote>In March 2023, the Markets sector saw several significant people moves across its sub-sectors, including Equities, Fixed Income & Credit, Foreign Exchange, Electronic Execution, Prime Services & Brokers, and Commodities. These moves involved some of the most influential individuals in the industry and have the potential to impact the sectors future and clients. In this article, we will be discussing the top ten people moves in the Markets sector for the month of March 2023.</blockquote><div><br></div><div> </div><h1>1. Monaxa Appoints Former Exness Executive Chris Trikomitis as CEO</h1><blockquote>Newly established forex and CFD broker Monaxa has appointed Chris Trikomitis, former Established Markets Director at Exness, as its Chief Executive Officer. Trikomitis brings almost two decades of experience in the financial industry to the role, having previously worked for organizations such as FXPRIMUS, State Street, and Thomas Reuters. His last role at Exness saw him lead the forex and CFD brokers established markets and collaborating with local commercial directors... <a target="_blank" href="https://talnt.sh/articles/164867">(Read More)</a></blockquote><div> </div><h1>2. UBS Australia and New Zealand Appoints Michael Hendrie as Head of Global Markets</h1><blockquote>Investment bank UBS has appointed Michael Hendrie as head of global markets for Australia and New Zealand, in a new role that combines oversight of the banks equities and fixed income businesses. Hendrie, who has been with UBS since 1994 and has worked across various roles in trading, syndication, and distribution, will report to country heads Anthony Sweetman and Nick Hughes, as well as APAC global markets co-heads Thomas de Garidel and Tim Wannenmacher... <a target="_blank" href="https://talnt.sh/articles/171417">(Read More)</a></blockquote><div> </div><h1>3. Asset Servicing Firm IQ-EQ Group Hires New Global Head of Private and Institutional Asset Owners</h1><blockquote>Ilias Georgopoulos has been appointed as the new global head of private and institutional asset owners at IQ-EQ Group, where he will be responsible for developing and implementing global and regional strategies to support the firms business objectives and growth ambitions. Georgopoulos most recently served as CEO of Credit Suisses MultiConcept Fund Management. The firm currently has over $750 billion in assets under administration... <a target="_blank" href="https://talnt.sh/articles/166327">(Read More)</a></blockquote><div> </div><h1>4. CGS-CIMB appoints new CEO and deputy CEO of sales</h1><blockquote>Azizah Mohd Yatim and Khairi Shahrin Arief Baki have been named as the new CEO and deputy CEO of sales, respectively, by CGS-CIMB Securities. Azizah brings over three decades of experience in the financial industry to her new role, while Khairi will lead the companys sales and growth plans after serving as the senior vice-president and head of digitalisation at MIDF Group Bhd, as well as the CEO of i-VCAP Management... <a target="_blank" href="https://talnt.sh/articles/164480">(Read More)</a></blockquote><div> </div><h1>5. Downer names Malcolm Ashcroft as new CFO, hailing his experience and focus on financial management</h1><blockquote>Downer appoints Malcolm Ashcroft as new CFO, bringing his extensive experience to the role. Ashcroft is currently the COO at G8 Education Limited and has held various senior executive roles at publicly listed entities, including Healius Limited and KPMG. Downer CEO, Peter Tompkins, expressed his excitement at Ashcrofts appointment and highlighted his focus on finance and risk management, capital management discipline, and financial controls as essential to Downers future success. Ashcroft, a chartered accountant and Newcastle University graduate, will replace Michael Ferguson, who held the position of CFO since October 2016... <a target="_blank" href="https://talnt.sh/articles/171042">(Read More)</a></blockquote><div> </div><h1>6. BNP Paribas CIB names Julie Henkel as Global Head of Securities and Prime Services Operations</h1><blockquote>BNP Paribas Corporate and Institutional Banking has appointed Julie Henkel as its new Managing Director and Global Head of Securities and Prime Services Operations. Henkel brings with her over 28 years of experience in private wealth management, prime services, and investment banking. Prior to her new role, she was the Global Head of Prime Brokerage and Electronic Execution Operations at BNP Paribas. The firm offers a full range of advisory services on capital markets, securities services, financing, and treasury... <a target="_blank" href="https://talnt.sh/articles/167114">(Read More)</a></blockquote><div> </div><h1>7. HSBC Names Sanjay Tandon as First Global Head of Commodities in Years</h1><blockquote>HSBC has appointed Sanjay Tandon as the first Global Head of Commodities for several years. In his new role, Tandon will lead the commodity sales specialists across HSBCs network and focus on driving growth from specific GB and CMB commodity clients. He will be responsible for expanding the banks commodities sector for Global Trade and Receivables Finance (GTRF) globally... <a target="_blank" href="https://talnt.sh/articles/165694">(Read More)</a></blockquote><div> </div><h1>8. Macquarie Capitals Co-Head of Sales and Trading Departs</h1><blockquote>Andy Stock, who served as the Co-Head of Sales and Trading at Macquarie Capital, has left the company. Stock joined Macquarie Group in 2009 to establish the leveraged loan and high-yield bond sales and trading business within the companys commodities and global markets business... <a target="_blank" href="https://talnt.sh/articles/169466">(Read More)</a></blockquote><h1><br>9. Bank of Americas Asia-Pacific Prime Financing Head Resigns for Personal Reasons</h1><blockquote>Bank of Americas Graham Seaton, the head of Asia-Pacific prime financing, has resigned from his position for personal reasons. Seaton oversaw hedge fund teams in the region for more than a decade, but no replacement has been named yet. The departure comes amid Hong Kongs population decline, Covid restrictions, and Beijings tightening grip. Bank of America has moved up in prime brokerage rankings in recent years, but the departure of Seaton and another senior prime broker may impact the banks future performance in the region... <a target="_blank" href="https://talnt.sh/articles/169351">(Read More)</a></blockquote><div><br></div><h1>10. Wells Fargo Hires Bernie Rajamani as Lead Securities Algorithmic Trader</h1><blockquote>Wells Fargo has announced the appointment of Bernie Rajamani as its new Lead Securities Algorithmic Trader. Rajamani previously worked at Citigroup for over a decade, holding multiple roles including Director of Algorithmic Trading. He brings with him a wealth of experience in quantitative analysis and algorithmic trading. At Wells Fargo, Rajamani will be responsible for developing and implementing trading algorithms to help the bank optimize its securities trading strategies... <a target="_blank" href="https://talnt.sh/articles/169351">(Read More)</a></blockquote><div><br></div><div><br></div><div><br></div>

MUFG

IQ-EQ

Mitsubishi UFJ Financial Group

(D) Goldman Sachs

Goldman Sachs

Downer EDI

BNP Paribas Corporate and Institutional Banking

Markets Insights

Top 10 Moves within Markets - March 2023

<div><a target="_blank" href="https://www.sheffieldhaworth.com/financial-services/markets/">Sheffield Haworth</a> US Global Markets team have tracked over 142 senior leadership moves in 2021 year to date. </div><div><strong> </strong></div><div><strong>Overall Hiring and Promotion trends YTD:</strong></div><div>The following chart shows the overall trend in leadership moves since the beginning of 2021, where we see movement trending upwards with a spike in September. In 2021 YTD, <strong>61%</strong> of senior leadership movement were attributed to hires and<strong> 27%</strong> promotions. <br><br></div><div><figure data-trix-attachment="{"contentType":"image/png","filename":"image.png","filesize":23498,"height":316,"href":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudk5EckFZb2U4Qi9vRXdSK3kyYXRUSW80VWtpdnFoWHhYMXdaS1FtZ1BEYVhPdHAvYSs3aXNjSTlJLzNMT29mSTNWbnVGczkvUHNaSU5iU3orU1BYODg9","url":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudk5EckFZb2U4Qi9vRXdSK3kyYXRUSW80VWtpdnFoWHhYMXdaS1FtZ1BEYVhPdHAvYSs3aXNjSTlJLzNMT29mSTNWbnVGczkvUHNaSU5iU3orU1BYODg9","width":531}" data-trix-content-type="image/png" data-trix-attributes="{"presentation":"gallery"}" class="attachment attachment--preview attachment--png"><a target="_blank" href="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudk5EckFZb2U4Qi9vRXdSK3kyYXRUSW80VWtpdnFoWHhYMXdaS1FtZ1BEYVhPdHAvYSs3aXNjSTlJLzNMT29mSTNWbnVGczkvUHNaSU5iU3orU1BYODg9"><img src="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudk5EckFZb2U4Qi9vRXdSK3kyYXRUSW80VWtpdnFoWHhYMXdaS1FtZ1BEYVhPdHAvYSs3aXNjSTlJLzNMT29mSTNWbnVGczkvUHNaSU5iU3orU1BYODg9" width="531" height="316"><figcaption class="attachment__caption"><span class="attachment__name">image.png</span> <span class="attachment__size">22.95 KB</span></figcaption></a></figure></div><div> </div><div><strong>Hiring and promotion trends by Major Asset Classifications:</strong></div><div>The following chart compares the hiring and promotion trends between the major classification in Global Markets: FIC (Fixed Income & Currencies), Equities (Equity, Equity Derivatives, & Prime) & Others (which covers cross assets and CIB). We see FIC starting off the year with the most activities with a slight slump in February and March before picking up again for the summer and into its peak in September. Equities on the other hand peaked in May and have had steady movements for the rest of the year. </div><div> <figure data-trix-attachment="{"contentType":"image/png","filename":"image.png","filesize":74152,"height":369,"href":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudXIxL01PK0xPRVVBMnRUWW95Yk52dEY2RjVERHRpQ0lhcmxKUHRFNTFNWWUvR1BqSm9QcGdMbTNXTXB4aGxVb3dGN2tqSWpIa01SOENlSFNTbkFwQVE9","url":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudXIxL01PK0xPRVVBMnRUWW95Yk52dEY2RjVERHRpQ0lhcmxKUHRFNTFNWWUvR1BqSm9QcGdMbTNXTXB4aGxVb3dGN2tqSWpIa01SOENlSFNTbkFwQVE9","width":1017}" data-trix-content-type="image/png" data-trix-attributes="{"presentation":"gallery"}" class="attachment attachment--preview attachment--png"><a target="_blank" href="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudXIxL01PK0xPRVVBMnRUWW95Yk52dEY2RjVERHRpQ0lhcmxKUHRFNTFNWWUvR1BqSm9QcGdMbTNXTXB4aGxVb3dGN2tqSWpIa01SOENlSFNTbkFwQVE9"><img src="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudXIxL01PK0xPRVVBMnRUWW95Yk52dEY2RjVERHRpQ0lhcmxKUHRFNTFNWWUvR1BqSm9QcGdMbTNXTXB4aGxVb3dGN2tqSWpIa01SOENlSFNTbkFwQVE9" width="1017" height="369"><figcaption class="attachment__caption"><span class="attachment__name">image.png</span> <span class="attachment__size">72.41 KB</span></figcaption></a></figure></div><div> </div><div><strong>Gender balance amongst senior leadership in US Global Market, YTD:</strong></div><div>Regarding gender balance amongst the movements of senior leadership which we have tracked YTD, the gender split was <strong>16%</strong> female and <strong>84%</strong> male.<br><br><figure data-trix-attachment="{"contentType":"image/png","filename":"image.png","filesize":14432,"height":272,"href":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVubFV5Yjk5Ly81QmRVU3poajNCWVlPWjdKS1lzL1BsTG9YRHE1a3F4eklnMzE1NGRLMnZuNjhoSy9LMldCYnNLd0Z4VjVIa0tuajNlVWFSM1JlaE0rdDA9","url":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVubFV5Yjk5Ly81QmRVU3poajNCWVlPWjdKS1lzL1BsTG9YRHE1a3F4eklnMzE1NGRLMnZuNjhoSy9LMldCYnNLd0Z4VjVIa0tuajNlVWFSM1JlaE0rdDA9","width":383}" data-trix-content-type="image/png" data-trix-attributes="{"presentation":"gallery"}" class="attachment attachment--preview attachment--png"><a target="_blank" href="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVubFV5Yjk5Ly81QmRVU3poajNCWVlPWjdKS1lzL1BsTG9YRHE1a3F4eklnMzE1NGRLMnZuNjhoSy9LMldCYnNLd0Z4VjVIa0tuajNlVWFSM1JlaE0rdDA9"><img src="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVubFV5Yjk5Ly81QmRVU3poajNCWVlPWjdKS1lzL1BsTG9YRHE1a3F4eklnMzE1NGRLMnZuNjhoSy9LMldCYnNLd0Z4VjVIa0tuajNlVWFSM1JlaE0rdDA9" width="383" height="272"><figcaption class="attachment__caption"><span class="attachment__name">image.png</span> <span class="attachment__size">14.09 KB</span></figcaption></a></figure></div><div><br></div><div>Female leadership movements is split by <strong>59%</strong> new hires; <strong>36% </strong>are promotion; and <strong>5%</strong> departure.<br><br><figure data-trix-attachment="{"contentType":"image/png","filename":"image.png","filesize":16037,"height":248,"href":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudnZjalZPc0ZTeE5mVzZKcG5EQlIyWjE5enVVK2k1NkJjZGlCWVk2dGloQ2JLakxtQ01oQjRLVUdnQ2c4Sm10R3pwd2ljZ1NFRUN2SlFxTGRqeHp5M3M9","url":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudnZjalZPc0ZTeE5mVzZKcG5EQlIyWjE5enVVK2k1NkJjZGlCWVk2dGloQ2JLakxtQ01oQjRLVUdnQ2c4Sm10R3pwd2ljZ1NFRUN2SlFxTGRqeHp5M3M9","width":328}" data-trix-content-type="image/png" data-trix-attributes="{"presentation":"gallery"}" class="attachment attachment--preview attachment--png"><a target="_blank" href="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudnZjalZPc0ZTeE5mVzZKcG5EQlIyWjE5enVVK2k1NkJjZGlCWVk2dGloQ2JLakxtQ01oQjRLVUdnQ2c4Sm10R3pwd2ljZ1NFRUN2SlFxTGRqeHp5M3M9"><img src="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVudnZjalZPc0ZTeE5mVzZKcG5EQlIyWjE5enVVK2k1NkJjZGlCWVk2dGloQ2JLakxtQ01oQjRLVUdnQ2c4Sm10R3pwd2ljZ1NFRUN2SlFxTGRqeHp5M3M9" width="328" height="248"><figcaption class="attachment__caption"><span class="attachment__name">image.png</span> <span class="attachment__size">15.66 KB</span></figcaption></a></figure></div><div><br><strong>Industry shifts in US Global Markets Senior Leadership hiring trend:</strong></div><div>We have also observed a movement trend in the industries, as there has been significant hiring activity of talent from the sell-side to buy-side firms and most of the movements have been across trading. We understand that two of the main selling points for buy-side firms is the flexibility in remote working that they offer and compensation structure. <br><br></div><div><strong>Notable moves to buy side this year include: </strong></div><ul><li><a target="_blank" href="https://talnt.sh/article/63951">John Cortese</a>, former Co-Head of Credit Trading at Barclays to Apollo to be Head of Global Credit Trading</li><li><a target="_blank" href="https://talnt.sh/article/35645">Shawn Faurot</a>, former Head of US Credit Trading at Deutsche Bank to Sycamore Partners</li><li><a target="_blank" href="https://talnt.sh/article/73348">Matt Zhang</a>, former Co-Head of Structured-Products Trading and Solutions division at Citi, has started his own cryptocurrency firm, Hivemind</li><li><a target="_blank" href="https://talnt.sh/article/40072">David Kim</a>, former Head of US Equity Derivatives Trading at BoA to Citadel</li><li><a target="_blank" href="https://talnt.sh/article/41592">Moran Forman</a>, former Equity Index Derivatives trader at Goldman Sachs to Rokos Capital</li><li><strong>Stacy Selig</strong>, former Co-Head of Global Sales Strats and Americas Structured Sales at Goldman Sachs to Millennium.</li><li><a target="_blank" href="https://talnt.sh/article/63689">Christopher Perkins</a>, former Managing Director, Global Co-Head of Futures, Clearing & FX Prime Brokerage Business at Citi to CoinFund</li><li><strong>Michael Caperonis</strong>, former Co-Global Head of Equities & Head of Credit Trading Americas at Nomura to Apollo Management</li><li><strong>Mark Chen</strong>, former Head of Equity Flow Sales at Citi has joined Millennium</li><li><strong>Bankole Omodunbi,</strong> former Goldman Sachs, Global Head of Electronic Principal Trading Products has left to start his own financial technology company.</li><li><a target="_blank" href="https://talnt.sh/article/73437">Brett Fischer</a><strong>,</strong> former Head of Americas Electronic Equity Sales at JP Morgan has joined Tourmaline Partners.</li></ul><div><br></div><div><strong>Top 10 companies with the most departures YTD:<br></strong><br></div><div><figure data-trix-attachment="{"contentType":"image/png","filename":"image.png","filesize":44869,"height":474,"href":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVuZ2VqK0kxTnAxU0x6enVaajRJeU9Nd1N4VmRFTnJGSkR1YkZod0R5SWhERFJJajZwMzN6WGNJU2JnaGhsd0VGZHgraWhkTGlyd0ZMdTdjck5mVWorMTg9","url":"https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVuZ2VqK0kxTnAxU0x6enVaajRJeU9Nd1N4VmRFTnJGSkR1YkZod0R5SWhERFJJajZwMzN6WGNJU2JnaGhsd0VGZHgraWhkTGlyd0ZMdTdjck5mVWorMTg9","width":791}" data-trix-content-type="image/png" data-trix-attributes="{"presentation":"gallery"}" class="attachment attachment--preview attachment--png"><a target="_blank" href="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVuZ2VqK0kxTnAxU0x6enVaajRJeU9Nd1N4VmRFTnJGSkR1YkZod0R5SWhERFJJajZwMzN6WGNJU2JnaGhsd0VGZHgraWhkTGlyd0ZMdTdjck5mVWorMTg9"><img src="https://api.talnt.sh/v1/images/MjM0MHQvYldDNjJzMEtmSCs5YlVuZ2VqK0kxTnAxU0x6enVaajRJeU9Nd1N4VmRFTnJGSkR1YkZod0R5SWhERFJJajZwMzN6WGNJU2JnaGhsd0VGZHgraWhkTGlyd0ZMdTdjck5mVWorMTg9" width="791" height="474"><figcaption class="attachment__caption"><span class="attachment__name">image.png</span> <span class="attachment__size">43.82 KB</span></figcaption></a></figure></div><div> </div><div><strong>CS and the Impact of Archegos:  </strong></div><ul><li>Leadership changes: at CS Brian Chin, former Head of the Investment Bank was replaced by Christian Meissner, previously Global Head of CIB at Bank of America, who joined Credit Suisse in 2020. </li><li>Departures in Equity Sales, Trading & Prime Brokerage – <ul><li>there were several departures from CS: <a target="_blank" href="https://talnt.sh/article/39631">Paul Galietto</a>, Head of Equities Sales & Trading & Prime Brokerage Co-Heads John Dabbs and Ryan Nelson stepped down</li><li>a team of 4 credit traders left for HSBC; <strong>Bill Bors </strong>a sales trader joined Barclays; </li><li><a target="_blank" href="https://talnt.sh/article/56266">Jason Vickery,</a> Head of Program Trading joined Mizuho. </li><li>Global Head of Prime Brokerage at Morgan Stanley, <a target="_blank" href="https://talnt.sh/article/47151">Ed Keller</a> stepped down and was replaced by <strong>Penny Novick</strong> & <strong>Kim Shaw.</strong> </li><li><strong>Oliver Taylor</strong>, Global Equity Exotics Trading, EMEA Corporate and Convert Trading from JP Morgan, has joined Citi as Head of Americas Cash and Equity Derivatives Trading. </li></ul></li></ul><div><br><em>Written by: Kimee Lee. <br>For more information contact Kimee Lee, k.lee@sheffieldhaworth.com or Beatrice Collison, b.collison@sheffieldhaworth.com</em></div><div> </div>

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Top 10 Popular People Moves in the Wealth & Asset Management Sector - July 2023

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