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Buyside Market Update October 2021

Key changes across the world's leading buy side institutions over October 2021

Public – Global

Fund News

  • Franklin Templeton is acquiring O’Shaughnessy Asset Management, a quantitative asset manager which oversees roughly USD 6.4bln in assets
  • Wellington Management has launched a climate market fund, which will invest in a range of climate-oriented themes, such as clean technology and sustainable transport

People Moves

  • Margot VON AESCH & Angus BAUER are both joining Schroders from Redburn as Head of Sustainable Investment Management and as a Sustainability Analyst respectively
  • Lisa LIM, formerly a Fundamental Equity PM with Columbia Threadneedle, has joined Prusik Investment Management as a Partner and Portfolio Manager in London
  • Julien BITTEL, Pictet, Multi Asset Investment Manager, Geneva, has left to set up global macro hedge fund Stouff Capital
  • Frano TAPIA, BlackRock, Managing Director, Director of Research, Portfolio Manager, Global Equities, New York, has joined Capital Group as a Portfolio Manager
  • Andrew GRAHAM and Mark HOLDEN, London based Fund Managers at Manulife Asset Management, have left following the closure of the Absolute Return Opportunities Fund
  • Cinney Chenye ZHANG, Bloomberg, Equity Research Analyst, Global Pharmaceuticals /Biotech, London, has left to join AXA Investment Managers as a Portfolio Manager, London

Public – Emerging & Frontier Markets

People Moves

  • John MOORHEAD, former Head of Emerging Market Equities at Pictet, has joined Australian-based boutique Maple-Brown Abbott
  • Gigi GE GUO, Harvest Global Investments, Portfolio Manager, GEM Fixed Income Strategy, Hong Kong, has joined Invesco in an equivalent role

Public – Europe

Fund News

  • Cardano Group has acquired sustainable asset manager Actiam from Dutch insurance and reinsurance group Athora Netherlands
  • Kepler Cheuvreux has purchased fixed income specialist Ellipsis Asset Management, which has EUR 2.8bln in assets under management across an array of bond portfolios
  • Robeco has appointed its current COO Karin VAN BAARDWIJK as CEO, replacing Gilbert VAN HASSEL who will relocate to the US at the end of the year and take up a senior role with Orix Group in New York
  • Brummer CEO Mikael SPÅNGBERG is stepping down from the Swedish investment group and will be replaced by current COO and Head of Research Markus WIKLUND
  • The partners behind investment fund IVI Europe have announced they are closing
  • Rockefeller Capital Management has expanded into European markets with the launch of its first international division in London

People Moves

  • Mariano BELINKY, Santander Asset Management, CEO, London, has left
  • Aleksej WUNRAU, Allianz Global Investors, PM, Equities, Frankfurt, is leaving to join BKC Asset Management as it’s Head of Equities
  • Timo TEUBER, MainFirst Asset Management, Fund Manager, Multi Strategy Investment, Frankfurt has rejoined Allianz Global Investors as a Senior Portfolio Manager in the multi-asset team

Private – Global

Fund News

  • KKR has announced that founders Henry KRAVIS and George ROBERTS will step down as Co-Chief Executive Officers, effective immediately. Current Co-Presidents and Co-Chief Operating officers Joseph BAE and Scott NUTTALL will take over the Co-CEO role

People Moves

  • Samir ASSAF, formerly Chairman of Corporate & Institutional Banking at HSBC, has joined General Atlantic as a Senior Advisor for BeyondNetZero, their new climate venture
  • Ryan SELWOOD, former Head of Direct Private Equity & CPP Investments, will join Carlyle as a Managing Director & Chief Development Officer
  • Emily YODER, JP Morgan, Managing Director, Senior Client Executive for Hedge Funds& Alternative Asset Managers, New York, has joined Blackstone in a newly created role as a Senior Managing Director for Strategic Relationship Management, looking after the fund’s banking and financial services relationships

Private – Emerging & Frontier Markets

Fund News

  • Edmond de Rothschild Asset Management has reached its target to match the previous fund raising for its infrastructure debt platform, the fifth vintage having raised to date more than EUR 1.2bln
  • EQT is launching EQT Future fund, an impact-driven longer-hold fund with a EUR 4bln
  • Rothschild & Co has completed the final closing of Five Arrows Debt Partners III, its third European direct lending fund, at EUR 1.4bln

People Moves

  • Isabelle PAGNOTTA, OMERS Private Equity, MD, Business Services & Software Investment UK & France, London, has joined Inflexion as a Partner in the Services department
  • Ian WILLIAMSON, BlackRock, Portfolio Manager, Eurozone Core Property Fund, London, has joined KKR as Head of Core Plus Real Estate, Europe
  • Valeria MOLLOVA, Partners Group, Capital Markets, London has joined Apollo Global Management in a similar role
  • Maximilian BORK, KPMG, PE Advisory, Munich, has joined Circularity Capital in Edinburgh as an Investment Associate focused on European SME investments

SWFs & Pension Funds

People Moves

  • Shamoli RAVISHANKER, Vice President, Equity Research Diversified Financials, London, has left to join CPP Investments as a Director for International Investments in London
  • Carl EL HAGE, Credit Suisse, Associate, TMT Investment Banking, London, has joined the Qatar Investment Authority as a Manager in the Regional European, Turkey & Russia Department, Doha
  • Bruce HSU, Allianz Global Investors, Portfolio Manager, Global Biotech, Taiwan, has joined the Qatar Investment Authority as an Associate within the Healthcare Team, Doha
  • Thomas KOSH, EVH Finance, Director of Portfolio Management, London, has joined the Qatar Investment Authority as an Associate of Post Acquisition within the real estate team in Doha

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