People Moves Roundup

Barclays gets a new Canadian of Financial Institutions Head, Nuveen tops off its advisory services team, and more.

Barclays Appoints Jacquelyn Titus as Head of Financial Institutions Group, Canada

Barclays announces the appointment of Jacquelyn Titus as Managing Director and Head of Barclays’ Canadian Financial Institutions Group. Ms. Titus will be based in Toronto, and will report to Bruce Rothney, CEO and Country Head of Barclays Canada, and Tom Vandever, Head of Financial Institutions Group, Americas at Barclays.

“Jacquelyn has an outstanding track record, and tremendous relationships with Canadian banks, insurance companies, asset managers and fintech firms,” said Bruce Rothney, CEO and Country Head of Barclays Canada. “We are very excited about the great value Jacquelyn’s international experience and proven abilities will bring to our clients. Her appointment reflects our ongoing commitment to bringing top-tier talent to Barclays so that we can provide clients with first-class strategic advice.”

Titus joins Barclays with over 20 years of experience in banking, most recently as a Managing Director at Goldman Sachs covering Canadian financial institutions including banks, life insurers, asset managers, and pension funds. In this role she was extensively engaged in strategic advisery, mergers and acquisitions, disposals, debt and equity financings, and capital and risk management.

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Prior to joining Goldman Sachs in 1999, Ms. Titus worked in Private Equity at Royal Bank, joining in 1997. Ms. Titus started her career in Corporate Finance at Bank of Nova Scotia.

“Serving clients in the Canadian financial sector has been an important area of focus for Barclays,” added Tom Vandever, Head of Financial Institutions Group, Americas. “Jacquelyn’s addition to the team will enable us to further build those critical relationships, and will ensure that we continue the strong momentum in our Financial Institutions Group.”


Nuveen Names Alexander Prout as Head of its International Advisory Services team

Nuveen appointed Alexander Prout as Head of its International Advisory Services team. In this role, Prout will build on Nuveen’s success in expanding its presence outside of the U.S. and attracting new clients. He reports to Margo Cook, President of Nuveen Advisory Services.

“We continue to grow our distribution capabilities in key regions outside of the U.S., including Europe, Asia Pacific, Canada and Latin America, to meet client demand for our expanding investment capabilities,” said Cook. “Alex will work closely with our diverse client base to deepen our existing relationships as well as build new relationships by delivering our insights and solutions to help investors meet their goals.”

Prout will lead a team of more than 30 global distribution professionals based in the United Kingdom, Australia, Hong Kong, Canada and the United States.

Prout most recently served as Head of Asia Pacific for Deutsche Asset Management (DWS) where he was responsible for the firm’s business platform in the region. Prior to DWS, he focused on global distribution efforts for Morgan Stanley, Invesco and Merrill Lynch. He joins the firm on February 12, 2019 and succeeds John Panagakis, who is leaving Nuveen to pursue other opportunities.

Neuberger Berman Announces Appointment Of Jennifer Signori To The PRI Private Equity Advisory Committee

Neuberger Berman  announced the appointment of Jennifer Signori to the Principles for Responsible Investment’s (PRI) Private Equity Advisory Committee. The PRI is the world’s leading proponent of responsible and sustainable investments.

The PRI aims to support the adoption of ESG integration in investment strategies across the globe by providing research-driven and action-oriented tools, data, and events to its global signatories. In her capacity on the Private Equity Advisory Committee, Signori will strive to deliver upon the PRI’s goals to investment managers involved in the private markets by leveraging her extensive experience in both ESG and private equity investing.

“We’re extremely proud that Jennifer has been selected to serve on the PRI’s Private Equity Advisory Committee,” said Jonathan Bailey, head of ESG Investing at Neuberger Berman. “We fully believe that ESG integration is critical across all asset classes, and that private equity managers have a particularly important role to play. Jennifer has been at the forefront of innovation in impact and ESG investing throughout her career and excels at turning principles into action for clients.”

State Street Announces Founding Members of the Charles River Development Client Advisory Board

State Street Corporation announced that 16 investment management firms have signed on to become founding members of its Charles River Development Client Advisory Board. The Client Advisory Board will be a forum for Charles River Development (CRD) clients to provide input and advice regarding industry developments and CRD’s strategic product and services direction.

Chaired by Jenny Tsouvalis, senior vice president and enterprise head of investment reporting, operations and applications for OMERS Administration Corporation, members represent organizations ranging in size, geography and industry segments as well as across all market trading environments.

The 16 founding members of the CRD Client Advisory Board include Aberdeen Standard Investments, Bridgewater Associates, Causeway Capital Management, Fidelity International, First State Investments, Invesco, Nomura Asset Management, Ontario Municipal Employees Retirement System (OMERS), Ontario Teachers’ Pension Plan (OTPP), Principal Financial Group, T. Rowe Price, Union Investment, The Vanguard Group

“We are honored to recognize and welcome some of the industry’s most reputable firms to Charles River Development’s Client Advisory Board,” said John Plansky, chief executive officer of Charles River Development. “In today’s highly competitive investment management market where firms face increasing complexity and challenges, it’s vital that we work with our clients to shape our product and solution strategy. The Client Advisory Board will be a critical forum for us to accomplish this objective as well as help inform our plans for State Street’s overall front-to-back investment servicing platform.”


Man GLG appoints three portfolio managers in London and Hong Kong

Man GLG, the discretionary investment management business of Man Group, is pleased to announce the appointment of three portfolio managers within its long-short equity team – Nick Longcroft, Matteo De Paulis, and Julien Sallmard. Nick will be based in Hong Kong and focus on technology, media and telecoms. Matteo and Julien will be based in London and focus on holding company arbitrage and European consumer, respectively. They will each report to Neil Mason, head of European long-short equity at Man GLG.

Longcroft joins Man GLG from Nezu Asia Capital Management, where he was the lead portfolio manager on the Nezu Technology Media and Telecoms (TMT) strategy, a fundamental equity long-short strategy focused on the pan-Asian TMT universe. Prior to this, Nick spent two years in JPMorgan’s Asia Pacific hedge fund sales trading team and three years in the global products equity sales trading team at Goldman Sachs.

De Paulis joins Man GLG from BTG Pactual, where he was a portfolio manager within the flagship fund running a market-neutral strategy focused mainly on holding company, share class and stub trades on a global basis. Prior to this, Matteo worked on similar strategies at Mariner Investment and Concordia Advisors.

Sallmard re-joins Man GLG in London, having previously worked as a portfolio manager at Man GLG from 2014 to 2016. In the interim period, Julien was a portfolio manager at Balyasny Asset Management where he ran a European consumer strategy.

“We are pleased to welcome Nick, Matteo and Julien to the team, and I look forward to working with them in their new portfolio manager roles. We are continuously seeking to enhance our multi-manager long-short equity platform in a way that delivers value for our clients, and each of these individuals bring a distinct set of skills and more than a decade of relevant portfolio management experience,” said Neil Mason, head of European long-short equity at Man GLG.

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