RJO, Broadridge Financial Solutions and market research firm Ovum also have announced staff changes.
Schroders Moves Business Head for Japan Into New Role
Schroders, an asset management company that traces its history back 200 years, reports the appointment of Guy Henriques as country head for the U.K.
Guy Henriques, U.K. country head, Schroders
business, reporting to John Troiano, global head of ddistribution.
Henriques, who joined Schroders in 2006, is returning from Japan, where he has been country head from 2012 to August 2016, according to Schroders’ statement.
James Rainbow, head of U.K. financial institutions & strategic accounts, Schroders
Prior to Japan, he was global head of official institutions in London and then in Hong Kong, where he was also responsible for the firm’s Asia Pacific institutional business, Schroders says, adding that Henriques also will head the company’s Latin America business in Argentina, Brazil, Chile and Mexico.
In addition, Robin Stoakley, currently managing director UK intermediary, will “hand over the management of the U.K. intermediary business to James Rainbow, head of U.K. financial institutions and strategic accounts, and Phil Middleton, head of U.K. intermediary business development, who will become co-heads.
Both Rainbow and Middleton will report to Henriques, Schroders says, adding that Stoakley, who will report directly to John Troiano, global head of distribution, will “maintain a senior role within the firm overseeing our relationships with global financial clients and developing our growing South African presence.”
Schroders tallies £343.8 billion (€413.7 billion/US$459.6 billion) assets under management, as of the end of June, and 37 offices in 27 countries across Europe, the Americas, Asia, Middle East and Africa.
RJO Hires from Citigroup Global Markets
Chicago-based R.J. O’Brien & Associates (RJO), the venerable futures brokerage and clearing firm, reports the appointment of Daniel Staniford as executive director, responsible for the firm’s institutional business development in New York and London.
Staniford, is an industry veteran with more than two decades of experience in financial-services sales and management, RJO says in a statement. He will be based in RJO’s New York office and “travel regularly to the UK to further expand the firm’s sales capabilities in the two key financial centers,” according to the statement.
Staniford, who moves to RJO after 13 years at Citigroup Global Markets, most recently as a managing director, rates sales, will report to Gerald Corcoran, RJO chairman and CEO.
Broadridge Financial Solutions Promotes Two
Cindy Dash, general manager, Broadridge
Broadridge Financial Solutions, Inc. reports the appointment of Cindy Dash to general manager and John Moody to chief solutions officer at its mutual fund and ETF trade processing division, Matrix Financial Solutions.
Dash, who has been at this post for the past year, will “guide and execute the business strategy and day to day operations for Matrix Financial Solutions,” Broadridge says in a statement.
Moody, a founding partner of Matrix, will “oversee sales and product development, working closely with clients to develop new data-driven solutions for the changing trade processing and investing landscape,” according to the statement, which points out that “Matrix serves more than 400 financial institutions with over $300 billion in customer assets processed through its mutual fund and ETF trading platform.”
Broadridge employs approximately 10,000 full-time associates in 16 countries, the company notes, and its “infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes on average $5 trillion in fixed income and equity trades per day.”
Ovum Makes Staff Moves in North America
Ovum, a data, market research and advisory firm founded in 1985, has made several staff moves and additions in its North American offices. Recent analyst changes include:
— Nicole Englebert, formerly research director for industries, has been promoted to head the entire technology group. The promotion of Englebert, an Ovum veteran, is indicative of “Ovum’s intent to significantly grow its presence in the North America,” the firm says.
Paige Bartley, analyst, Ovum
— Paige Bartley, former marketing director at ZL Technologies, joins as a senior analyst, information management, in Ovum’s San Francisco office. “She is focused on market segments of particular importance to digital service providers: information management platforms, big data analytics, data lakes, legal and regulatory requirements, data security, and data privacy,” says Ovum.
— Rishi Kaul also has joined Ovum’s San Francisco office, focusing on “consumer technology, the consumer experience, and consumer analytics,” Ovum says. Prior to Ovum, he was at The Berkeley Group, per Ovum.
— Gilles Ubaghs, principal analyst, payments, has relocated from Ovum’s Melbourne Australia office to Toronto, to better address the
Rishi Kaul, analyst, Ovum
financial technology market, according to Ovum.
— Ronan de Renesse, Ovum’s lead analyst for consumer technology, has relocated from London to San Francisco. He “covers a range of topics including mobile devices adoption, underlying ecosystems, and the impact these new technologies have on consumers,” Ovum says.
— Ken Landoline also has joined the San Francisco office, in Ovum’s customer engagement group, “where he analyzes and tracks contact center hardware/software technologies and associated applications for both on-premise and cloud-based solutions,” says Ovum. “Areas of coverage include IVR [interactive voice response], customer self-service, workforce management, workforce optimization, data analytics, gamification, and contact center business process outsourcing.”
— Don Frey, based in North Carolina, has joined Ovum’s service provider technology group, covering “optical networking, switching, and routing,” the firm says.
— Marshall Lager, most recently an independent consultant and a former journalist, has joined Ovum’s customer engagement group, focusing on “customer experience and its management, through the meeting point of contact center, CRM [customer relationship management] and social media technologies,” Ovum says. He is based in New York.
Ovum’s new San Francisco office and its Boston and New York expansion is “part of a wider investment program to better meet customer needs,” Aneil Rakity, Ovum managing director, says in a statement. Ovum is part of the business intelligence division of Informa plc.
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