People
Outsourced investment office Partners Capital has added to its senior management team with the promotions of David Shushan and Toby Joll from Managing Director to Partner.
Four other promotions from Senior Principal to Managing Director were announced. This takes the firm to 17 Partners and Managing Directors, led by Stan Miranda as Founder and CEO.
Based in Boston, Shushan was promoted to Partner. Shushan joined Partners Capital in 2008 from McKinsey & Company and is responsible for the firm’s US Taxable Client Strategy as well as managing many of the largest US private client accounts.
Also being promoted
Waterfall Asset Management has appointed Gene Weil and John Nelligan to launch and oversee the creation of a new financial services/specialty finance focused private equity platform, which will operate under the name Waterfall Milestone.
Weil and Nelligan were co-founders of Milestone Advisors, and for the past approximately five years, Weil was the Co-Head and Nelligan was a Managing Director of Houlihan Lokey’s financial institutions group. Between 2004 and 2016, investment banking teams led by Messrs. Weil and Nelligan were ranked No. 1 for all US specialty finance transactions based on the number of deals, according to SNL Financial.
The new
Northern Trust has hired Edwin Chan (pictured), to spearhead sales across the alternatives fund sectors in Europe, Middle East and Africa (EMEA).
Reporting to John Grundy, institutional sales manager for Northern Trust’s Corporate & Institutional Services (C&IS) business in EMEA, Chan will focus on further accelerating the growth of specialist alternative asset servicing capabilities across private equity, real estate, infrastructure, renewable energy and debt funds.
“We are delighted to announce Chan’s appointment as we continue to expand our capabilities and our leadership in our alternatives business, which supports over USD1 trillion in assets on behalf of global asset managers
Peel Hunt, an independent corporate broking, advisory and trading house focused on UK mid and small caps, is pleased to announce the appointment of Harry Nicholas to the role of Associate Director in its Corporate Real Estate team, effective immediately.
Nicholas joins from Jefferies Hoare Govett, where he worked as Senior Vice President in the UK Investment Banking team across a range of FTSE100, FTSE250 and small cap clients. He will be responsible for transaction execution and client relationship building to further grow Peel Hunt’s leading Real Estate franchise in the UK equity market.
Steven Fine, CEO of Peel
Spartan Capital Securities has appointed Andrew M Heath as Chief Compliance Officer.
Heath has more than 35 years of comprehensive professional experience in the financial services industry. His expertise spans virtually all core industry management functions, with particular emphasis on compliance, capital markets and operations. He has served as Chief Compliance Officer and General Counsel at leading firms in the financial services industry such as UBS, National Securities Corporation and Buckman, Buckman & Reid.
Spartan Capital Securities’ Founder and CEO, John Lowry, says: “We are very pleased that Andrew Heath has joined the Spartan team. Andrew’s extensive knowledge, strong
Fulcrum Asset Management (Fulcrum) has appointed Matthew Roberts as a Partner. He will be responsible for the creation of a new Alternatives Group that will invest in real assets and credit.
Matthew joins from Willis Towers Watson where he was a portfolio manager for the Towers Watson Partners Fund and related strategies amounting to USD10 billion. Prior to this he ran its multi-asset and multi-strategy hedge fund research teams.
Commenting on the appointment, Andrew Stevens, Fulcrum’s Chief Executive said: “Given our macro focus, clients are increasingly asking us for help with their real asset and credit allocations. These asset classes
UK lower mid-market investor, Tenzing, has appointed Rowena Murray to its investment team.
Murray joins Tenzing from Investec where she was a Director in the Investment Banking team. She joins the Tenzing team with immediate effect and will take responsibility for leading new investments and supporting the firm’s portfolio alongside Rob Jones and Mike Reynolds.
Following an early career as a corporate lawyer at a leading Australian law firm, Murray joined Investec, initially in Australia, then in 2005 in the UK. In her 13 years at the bank she provided strategic advice and led corporate transactions across a variety of
Matt O’Connell, former GeoEye CEO, is joining Seraphim Capital as a Partner.
O’Connell is widely recognised as a leading authority on the commercialisation of geospatial data, having led GeoEye, a global provider of geospatial intelligence solutions as CEO for 12 years. During that time O’Connell increased the enterprise value from USD30 million to USD1.3 billion creating a global leader in high-resolution earth imagery and geospatial analysis which he subsequently sold to Digital Globe. In 2015/16 he also served as CEO of OneWeb, the start-up developing a 650 satellite constellation aiming to provide low-cost internet connectivity to billions of people around
Two specialists in Banking and Finance and Investment Funds have joined Ogier in Cayman. Debt capital markets and structured finance expert Kristi Green, and hedge funds specialist Emma Sutherland, have both been appointed as Counsel.
Murray Devine has appointed Mark Emrich in the firm’s New York office. Emrich will lead Murray Devine’s New York business development activities with an emphasis on alternative investment firms and financial service intermediaries including investment banks, law firms, accounting and audit firms, and insurance companies.
Emrich has over 20 years of experience in senior investment sales and business development at financial service firms across multiple asset classes and investment strategies in both the public and private markets. Prior to Murray Devine, Mr. Emrich was Managing Director at Anagenesis Capital Partners, a New York based healthcare and consumer private credit investment
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
