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BNY Mellon Alternative Investment Services (AIS) has named Jim Whitaker head of Relationship Management for the Americas and Mark Mannion head of Relationship Management for EMEA.
Whitaker assumes a role held previously by Marina Lewin, who was recently named Global Head of Sales for AIS. Mannion assumes the new title having transitioned from his role as Managing Director of European Business for the former PNC Global Investment Servicing unit acquired by BNY Mellon last year.
Whitaker and Mannion will continue to be based in New York and Dublin, respectively, and report to Brian Ruane (pictured), BNY Mellon AIS chief
KPMG’s investment management group is pleased to appoint Dan Roman (pictured) to its hedge funds tax practice. Roman joins as a partner from Ernst & Young where he advised hedge funds and private equity houses on UK and cross border tax matters. Prior to qualifying as a tax barrister, Roman worked in investment banking.
Tom Brown, vice chair of KPMG’s global investment management practice says: "I am very pleased to welcome Dan to our hedge funds practice. We have been investing heavily in this group and are pleased to add a tax specialist to our growing team. As the industry
Leading international law firm, Mourant Ozannes, has appointed Morven McMillan (pictured) and Julian Fletcher as Partners. Both will be based in the firm’s Cayman Islands office.
Neal Lomax, Mourant Ozannes’ Managing Partner in the Cayman Islands, says:
"I am delighted to welcome Morven and Julian to the partnership. Their appointments will further strengthen Mourant Ozannes’ trusts and funds capabilities in Cayman. They both have a wealth of experience which will help us meet growing client demand for these areas of the practice."
The promotions follow a number of recent senior hires for Mourant Ozannes’ Cayman office, including Robert Duggan, Simon
Carne Global Financial Services, a provider of governance services to the global fund management industry, has appointed Carmel Jordan to its existing team of independent Dublin-based fund directors. Carne provides directors for a wide range of different fund structures and management companies for regulated funds.


Jordan spent 18 years with the Bank of Ireland Group, where she held senior positions at group level as well as with Bank of Ireland Securities Services.She began her career with PriceWaterhouseCoopers.

John Donohoe (pictured), Chief Executive of Carne, says: “We are very pleased to have someone of Carmel’s calibre joining us as an independent
U.S. Bancorp Fund Services has named Angie Pingel vice president and legal compliance officer. Pingel will specialise in registered proprietary fund and multiple series trust regulation and provide counsel on the Investment Company Act of 1940 and related securities laws to clients.
“Angie brings more than 15 years of experience in the mutual fund and general securities industries to U.S. Bancorp Fund Services. Her depth of experience and knowledge will provide additional support and expertise to our clients,” says Jeanine Bajczyk, senior vice president and director of the Legal Administration department at U.S. Bancorp Fund Services.
Pingel rejoined U.S.
Ardel has promoted two senior members of staff to director roles within the company. Steve Desmond is now director of Ardel Fund Services and Tony Martel is associate director (IT) of Ardel Holdings.
Steve Desmond joined Ardel in 2006 and has over 23 years experience in the financial services sector. In his new role he is responsible for the development of Ardel’s fund business, the efficient take-on of fund transfers and the launch of all new funds administered by the company.
“We have seen significant growth over the past few years and with the recent structural changes to the company,
Tikehau Investment Management is making a further push into the primary credit and private debt markets by hiring Fabrice Damien from Bank of America Merrill Lynch.
Damien was most recently responsible for corporate finance and leverage finance in France for Bank of America Merrill Lynch. Aged 34, he has 13 years of financial services experience having also worked previously worked for RBS and Morgan Stanley in their high yield origination and leveraged finance groups in London.
Damien holds a Bachelor of Arts degree from Sorbonne University and a MsC in Finance and Management from HEC School of Management in Paris.
The Hedge Fund Association (HFA) has appointed Edward Foreman, a Tax Partner at Price Waterhouse Coopers, as Director of its Midwest Chapter.
The Midwest Chapter’s new leadership will be introduced on March 22 at the HFA Symposium on Government Impact on the Markets and Hedge Funds. This event, followed by a cocktail reception, will be held at 4:30pm CST at the Chicago offices of law firm K&L Gates LLP, 70 West Madison Street, Second Floor Conference Room Chicago, IL 60640.
“It’s an honour to serve as the Director of HFA’s Midwest Chapter," says Foreman. "I have watched the hedge
Sean Capstick is to assume added responsibility for EMEA Equity Research Sales at Bank of America Merrill Lynch (BAML). In addition, Charlotte Burkeman is joining the company as managing director and co-head of EMEA Prime Brokerage alongside Capstick. Burkeman is expected to join in late June.
Both Burkeman and Capstick will report to John Addis, head of EMEA Global Markets Financing and Futures, and together they will be responsible for further developing BAML’s Global Markets prime brokerage offering in the region. Mike Ward, head of EMEA equity sales, will be announcing his broader EMEA Equity Sales management team shortly. Capstick,
Capco, the global business and technology consultancy dedicated solely to the financial services industry, has appointed Gary Goldberg as a Director in the company’s UK Capital Markets team. Gary will focus on growing Capco’s presence in the hedge funds and prime services segments of this market.
Gary Goldberg, Capco Director, says: “The alternative investments sector is growing rapidly and undergoing extraordinary change. I am excited to be working with Capco to develop solutions that cater to the specific needs of hedge funds and prime brokerage firms. We have a great opportunity to build on Capco’s deep industry expertise in
