Managers of Wealth Americas

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff

Peter Kaplan will lead Integrated’s insurance business; Josh Benson will deepen relationships with the firm’s larger advisors and teams

Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco

The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.

Kam Nat joins BDO Canada as tax partner

He will serve private businesses in the BC market and across Canada.

Grant Thornton reorganizes regional divisions, appoints new leaders

The new appointments follow additions to the firm’s senior leadership team, announced last November.

Banchile wealth director joins Prudential as commercial exec

Nicolas Becerra joined Prudential's asset management arm in Chile earlier this month after more than five years with Banchile Inversiones.

Asset Growth Drives Team Expansion at Mesirow Global Investment Management

The appointments are consistent with a strategy to broaden and focus relationship management for product expertise and location.

Wealth management leader Ned Dane joins AdvisorEngine as Chief Growth Officer

In this role, Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.

Vibhor Singh leaves Morgan Stanley Wealth Management for Citi

Based in New York, he will be responsible for driving the bank’s data and cloud strategies.

Fiduciary Trust International Names Kimberly Rescorla as Director of Trust Administration

Industry Veteran Will Supervise Trust Administration Activities Across the Firm

Santander recruits $750m Citi private banker for Brazil biz

Roseli Kostiuk left Citi Private Bank last month after almost 14 years and is joining a former colleague at the Spanish group.

Skyline Wealth Management Appoints CEO to Drive Strategic Growth and Strengthen Relationship with Noble Capital

Since its founding in 2010, Skyline Wealth Management has helped nearly 200 Central Texas families retire with confidence and fulfillment.

UBS recruits $1bn LatAm team from HSBC Private Bank in Miami

The trio of advisors are joining the Swiss firm's international branch led by Jesus Valencia.

Hightower Partners With Team of Wealth Management Professionals to Form Presidio Wealth Partners

"At Hightower, we talk a lot about "well-th"—the concept that wealth encompasses more than money,"

LPL Welcomes Florida-Based Independent Practice Van Buren Wealth Management

"We have the privilege to walk alongside hundreds of clients — from teachers to engineers to executives."

Citizens Accelerates Private Banking with Addition of Multiple Teams

These new teams will also help accelerate Citizens’ geographic growth plans in key markets

CoastalOne Appoints Wealth Management Industry Leader Kevin Keefe as Chief Executive Officer

"I'm thrilled to be here at CoastalOne and excited to work with its new ownership to implement a dynamic vision and growth strategy for the future."

Fund distributor AMCS boosts LatAm sales team with hire

The AMCS Group has hired Sebastian Araujo in Uruguay to shore up fund sales coverage of its team in the region.

Bank of Greene County brings on new hire to start private banking business

The private bank is designed to provide personalized, 24/7 concierge-level banking services

Breana Cole joins UBS Private Wealth Management in Boston

Prior to joining UBS, she spent 10 years as a Financial Advisor at Bernstein Private Wealth Management after starting her career at IPS Strategic Capital.

Pictet LatAm wealth head to step down, replacement named

Alberto Valenzuela is taking on a new non-executive role at the firm at the start of next year.

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