People Moves

Summary Of Executive Moves In Global Wealth Management - October 2013

11 November 2013

Summary Of Executive Moves In Global Wealth Management - October 2013

BNY Mellon Wealth Management hired Peter Balesano as senior director for business development in Westborough, MA. Balesano has 25 years of investment management. Prior to joining BNY Mellon, he was manager of the wealth management group for People’s United Bank.

Deutsche Asset & Wealth Management made four hires to its real estate investment business in the Americas. Matthew Jaffe joined as a director and alternative investment specialist in the global client group. Jaffe previously served as director in the global markets team at Societe Generale, responsible for marketing across the Eastern US. Peter Mette joined as a director in the real estate transactions team to focus on acquisitions in Southern California.

Mette has over 20 years of industry experience, having most recently been a senior vice president, and director of acquisitions and dispositions, at KBS Realty Advisors. Meanwhile, joining as vice president in the real estate asset management team, Cheryl Charnas will be based in Chicago, IL. Charnas has around 20 years of experience in commercial real estate and most recently worked as a project director of transitional assets, and vice president of asset management at Inland American Business Manager & Advisor. Lastly, Emily Zagorski was named vice president to lead product development across the real estate investment platform. Zagorski is latterly of JP Morgan Global Wealth Management.

Wells Fargo Advisors hired a New York-based team of financial advisors with more than $1 billion in client assets and a combined production of $5.8 million.

The Alpert Group joined Wells Fargo in Woodbury, NY after leaving Morgan Stanley Wealth Management. The team includes Robert Alpert, Charles Ladenheim, Robert Fusaro and Michael Montuori. Five client associates - Lisa Alpert, Ann-Marie Iovino, Mary Anne Leap, Kathleen LoBello and Caroline Roman - complete the Alpert Group team.


Signia Wealth appointed Michael Rosenthal as head of hedge fund investment.

Rosenthal joined from Amundi Asset Management, where he was global co-head of hedge fund investment and head of the firm’s London office.

MetLife promoted Tom Melton to new business development manager in the South East. Melton joined in December 2011 as an internal business consultant and was recently promoted to senior internal business consultant. In addition, Tom Peddie is joining the South West sales team, having joined MetLife as an internal business consultant in the financial institutions team in 2012.

London-based asset manager Threadneedle Investments appointed Richard Vincent to the newly-created role of head of wholesale solutions, based in London. Vincent was previously proposition director for Skandia Investment Group/Old Mutual Wealth, responsible for investment solution development. Reporting to Nick Ring, head of distribution, in his new role, Vincent is responsible for developing Threadneedle’s multi-asset investment solutions for the UK and global intermediary markets.

Kleinwort Benson appointed Claude Cochin de Billy as co-head and managing director of its private investment office. De Billy previously worked at UBS Wealth Management, where he was a senior banker in the Swiss firm’s global family office group.

Royal London Asset Management, part of the Royal London Group, appointed Michael Lawrence as a fund manager in its property team. Lawrence previously worked in Strutt & Parker’s retail investment department, having begun his career at CBRE.

Berry Asset Management, the UK wealth manager, appointed David Lee as business development manager. He joined from Fidelity International, where he was an IFA regional sales manager.

London-headquartered asset manager Insight Investment appointed David Beca as head of farmland management, based in London. Beca reports to Martin Davies, head of farmland investments at Insight Investment.

Stonehage Law, the London Law firm which works with the multi family office Stonehage, appointed Michael Evans as a director. He reports to Len Durham, executive director of the Stonehage Group and head of Stonehage Law.

Calastone, the global fund transaction network, appointed Edward Glyn as managing director and head of global client relationship management.

Glyn joined from SWIFT where he spent nine years in a variety of roles. Most recently, Glyn headed up SWIFT’s funds business across EMEA, and the regional team managing SWIFT’s investment management, custody and asset servicing offerings. He reports to Calastone’s chairman and chief executive Julien Hammerson and is responsible for the development and execution of Calastone’s global client strategy.

Jupiter appointed Robert Siddles to manage its US small cap portfolios. He joined from London-listed F&C, where he was fund manager for the F&C US Smaller Companies OEIC and SICAV, after 12 years with the firm. Nish Patel replaced Siddles. He joined F&C in November 2007 and has nine years’ experience in financial services.

ECM Asset Management, the investment house which is owned by Wells Fargo, appointed Cristiano Mela as an investment analyst covering industrial sector firms, having previously worked at Deutsche Bank CIB. Mela reports to Duncan Warwick-Champion, head of corporate research.

Old Mutual Wealth Management, the holding company for Skandia and Old Mutual Global Investors, appointed Charlie Eppinger, a fourth independent non-executive director to its board. Eppinger founded IFDS (International Financial Data Services) in 1995 and served there as chief executive officer for 13 years.

Heartwood Investment Management, a division of UK wealth manager Heartwood, appointed Guy Davies as head of charities. He was most recently head of charities, trusts and private clients at investment management firm, Evercore Pan-Asset. Prior to joining Evercore, Davies served as head of charities and philanthropy at Barclays Wealth, before which he held senior business development positions at Lazard Asset Management and Baring Asset Management.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes