Daniel Roy, based in Paris, was formerly CEO of La Banque Postale (LBP) Asset Management, CEO of HSBC Private Bank France and CEO of Natexis Asset Management, which later merged with Ixis Asset Management to become Natixis Investment Managers. Most recently, Roy served as head of development at Generali Asset & Wealth Management.

Roy will advise Indefi’s global asset management clients on growth activities, in particular, focusing on inorganic growth in the form of mergers and acquisitions and strategic partnerships.

In September 2023, Jim McCaughan, former CEO of Principal Asset Management, joined as US practice leader, Indefi said.

The business operates in Europe and the US.