People Moves
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.
UK
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.