People Moves

Who's Moving Where In Wealth Management? - Northern Trust Asset Management, Credit Suisse, Others

Editorial Staff 10 July 2018

Who's Moving Where In Wealth Management? - Northern Trust Asset Management, Credit Suisse, Others

The latest moves in wealth management across the UK, Europe, Middle East and Africa.

Northern Trust Asset Management
Northern Trust Asset Management has appointed Marie Dzanis to head its business across Europe, Middle East and Africa. She will be based in London.

In this newly-created role, Dzanis will be the senior managing executive for Northern Trust Asset Management in the region, responsible for governance, business management, business development and talent management.

She will also play a role in supporting Northern Trust’s corporation-wide initiatives across the region and is a board director for Northern Trust Global Investments.

Dzanis was most recently head of intermediary distribution at Northern Trust Asset Management in Chicago, where she led business development and client servicing. She has 25 years of investment management experience.

Vontobel Asset Management
Vontobel Asset Management has appointed Yann Lepape to its bond team, where he will specialise in global flexible bonds.

Lepape has over 20 years’ experience in macroeconomics, markets strategy and portfolio management. 

Prior to joining Vontobel Asset Management, he worked for Oddo BHF AM. 

Mediolanum Asset Management
Mediolanum Asset Management, the Irish asset management company of the Mediolanum Banking Group, has appointed Christophe Jaubert as head of investment performance.

Jaubert has more than 24 years of investment management experience. He joins from Rothschild HDF Investment Solutions in Paris, where he served as the managing director, chief investment officer and head of research. 

Based in Dublin, he will oversee MAML’s investment team, with responsibility for the firm’s investment performance and overarching process.

Credit Suisse
Credit Suisse has appointed Antoinette Poschung to the new role of conduct and ethics ombudswoman, this publication understands.

This comes after chief executive, Tidjane Thiam, tasked the bank’s conduct and ethics board to review the bank’s handling of sexual harassment complaints.

Poschung, currently head of HR for corporate functions, will be responsible for reviewing all sexual harassment claims as well as conducting a bank-wide review of training practices and global policies.

Carey Olsen
Offshore law firm Carey Olsen has made seven senior promotions across its British Virgin Islands (BVI), Guernsey and Jersey offices.

Sharon Mungall and Claire Le Quesne have become counsel in the BVI and Jersey corporate teams, respectively.

Mungall advises on corporate, finance and insolvency matters from Carey Olsen's BVI office. Her practice ranges from start-up financing in emerging markets and high value real estate financing to corporate matters such as cross-border private equity, joint ventures and mergers and acquisitions.

Le Quesne has been at Carey Olsen since 2006. She has experience advising clients on corporate, funds and banking matters. Her principal practice area focuses on corporate real estate and investment funds, both listed and non-listed.

Leonie Corfield and Alexandria du Jardin have been promoted to senior associates in the Guernsey corporate team, while Julia Schaefer has become a senior associate in the Guernsey dispute resolution and litigation team.

Corfield is a member of the Guernsey corporate team, before which she specialised in mergers and acquisitions with two global law firms in the City of London. She has expertise in a range of corporate transactional matters, including mergers and acquisitions and the establishment, regulation and operation of investment funds.

du Jardin has been a member of the Guernsey corporate team since 2014. She acts for both international and local clients and undertakes a wide range of corporate transactions, with a particular emphasis on the establishment, regulation and operation of investment funds and banking and finance matters. 

Schaefer is a member of the dispute resolution and litigation team in Guernsey. She specialises in complex trust and insolvency matters, and has extensive experience in cross-border contractual disputes, including civil fraud actions, freezing orders and asset tracing, as well as high value art litigation.

Nichola Aldridge of the Jersey trusts and private wealth practice and Tarina Le Boutillier of the Jersey employment team have also been made senior associates.

Aldridge joined Carey Olsen's Jersey trusts and private wealth team in 2013. Nichola specialises in trust law with a primary focus on non-contentious matters, acting for many Channel Islands trust businesses, private trust companies and family offices. In particular, she advises on the establishment and operation of private and commercial trust structures and has experience in dealing with complex restructurings.

Le Boutillier specialises in employment law, dealing with global, multinational and local clients and advising on all aspects of contentious and non-contentious employment law. 

Citi Private Bank
Citi Private Bank has announced that senior research analyst Reshma Moloo is set is to leave the firm.

Moloo is a senior research analyst on the firm’s London-based traditional manager research team, where she reports to Don Marchesiello, global head of traditional investments at Citi Private Bank.

She has been at the firm since September 2010 and currently focuses on manager selection of European and UK equity managers for Citi’s multi-asset class discretionary portfolio and advisory solutions.

Prior to joining Citi, Moloo had been a senior investment analyst at ING, responsible for fund selection and recommendation of investment managers for ING’s advisory business.

This publication asked the firm about who will replace Moloo, and will update in due course.

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