PEOPLE MOVES: PLSA, Lombard Odier, Allianz Worldwide Care, Crestbridge

Lombard Odier Investment Managers

Lombard Odier Investment Managers has announced that its global chief investment officer Jan Straatman is to retire at the end of the year.

Straatman, pictured above, joined Lombard Odier IM in 2012 as global CIO, responsible for strengthening and streamlining Lombard Odier IM’s range of investment strategies and developing Lombard Odier IM’s multi-boutique structure, with dedicated CIOs leading each autonomous division.

Over the course of the year, Straatman’s responsibilities will be gradually transitioned to the CIOs leading Lombard Odier IM’s investment boutiques, the company said. Following his retirement, Straatman will remain as an advisor to Lombard Odier IM and on the funds boards.

Hubert Keller, chief executive at Lombard Odier IM, praised Straatman’s contribution to the company, and his “vision… as a specialist multi-strategy player”.


The Pensions and Lifetime Savings Association

The Pensions and Lifetime Savings Association (PLSA) has today announced that Julian Mund (commercial services director and acting chief executive) will become its new chief executive  from 1 August.

Mund joined the PLSA in September 2013 as commercial services director and has been instrumental in growing the organisation’s commercial income by 29% and improving the overall quality and breadth of the PLSA’s offering. Prior to joining the PLSA, Julian worked at the Chartered Institute of Public Finance and Accountancy (CIPFA) for 16 years, most recently acting as Director of Markets and Product Development, as well as at the Department for Education.

Mund will continue to be supported by the other members of the senior team – Graham Vidler (director of external affairs), Mark Cooke (director of finance and corporate services) and Edward Bogira (chief of staff).

StatPro Group PLC

StatPro has named Will Entwistle as North American sales director and group executive board member.

StatPro Group plc, is an AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry.

Entwistle joins StatPro with a wealth of knowledge in the financial services software industry and is bringing with him more than 20 years of experience in software and data solution sales teams in North America, having worked at IBM, NorthStar, IDC, SS&C and others.

Allianz Worldwide Care 

Allianz Worldwide Care, the Paris-based, globally-focused health and life insurance division of Germany’s Allianz Group, said it has named five people to senior roles in its global sales team.

Gordon Delaney, a native of Ireland and existing Allianz Worldwide Care sales executive in Western Europe, has been named head of sales for Northern, Eastern & Central Europe. He will be responsible for sales and distribution across Northern, Central and Eastern Europe.

Michael Baltes, who joined Allianz Worldwide Care in 2007 and most recently has been a senior sales manager, has been named head of sales for Germany, Austria and Switzerland, in which role he will be responsible for driving business growth in Germany, Austria and Switzerland, from offices in Munich. He originally comes from Germany.

Cheryl Beattie, a Briton who joined Allianz Worldwide Care two years ago as head of sales and distribution for the Middle East, has now seen her mandate expanded to include responsibility for Africa as well. She will continue to be based in the company’s regional hub in Dubai.

Tobias Meckert, originally from Germany and until now Allianz Worldwide Care’s Qatar general manager, has now been promoted to head of sales for the Asia Pacific region. He will be based in Singapore, the company’s Asia Pacific hub.

Sandra Asin, who is originally from Bolivia, has been named regional head of Latin America for Allianz Worldwide Care. She is the only one of the five individuals named to new roles at Alllianz Worldwide to have come to it from outside the company, having formerly been with International Health Insurance Danmark, Bupa, Global Benefits Group and Best Doctors Insurance.

Asin is based in Miami, from where she will establish Allianz Worldwide Care’s hub for Latin America and drive business development activities across the region, the company said.


Crestbridge, a Jersey-based independent trust, fund and corporate services provider, has named Paul Denskevich risk director of its Jersey Management Company, as it looks to boost its offering in the area of on- and off-balance sheet ManCo services to the international funds market.

The position is a new one at Crestbridge ManCo, the company said.

Dentskevich, pictured, has more than 28 years of financial services experience, and specialises in risk management, investment management and the corporate governance of hedge and other multi-asset funds.

He comes to Crestbridge from Brevan Howard, the Jersey-based hedge fund manager. At Brevan Howard, he had been a senior risk manager, and served as a director on a number of subsidiary companies within the Brevan Howard business.

The Jersey ManCo is a separate operating division within the Crestbridge Group, staffed by its own team which specialises in establishing and managing funds, with expertise in both portfolio management and risk management. This team is further supported by individuals from other parts of the Crestbridge Group.

In addition to Jersey, where it is based, Crestbridge maintains offices in London, Luxembourg and the Cayman Islands.

In April Crestbridge announced it had established an outpost in Bahrain, through the acquisition of Ohad Trust BSC, a Manama-based business active in the same sectors.

Gary Robinson
Head of Video and Ezines at Open Door Media Publishing. Deputy Editor, International Investment. An experienced journalist and filmmaker with more than 20 years' financial services experience, both as journalist and originally as a fully qualified IFA, Gary works across both International Investment and InvestmentEurope titles. Previous video production credits include projects on BBC, C4 and SKY.

Read more from Gary Robinson

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