Managers of Wealth Americas

Pictet LatAm boss exits with five private bankers in tow

Marc Braendlin, a former Julius Baer private banker who joined Pictet in 2019, will leave the firm alongside five others covering LatAm.

Former AllianzGI unconstrained bond PM resurfaces at alts shop

Kacper Brzezniak stepped down earlier in this year, relinquishing the co-management of his blockbuster fund, and has now joined a Connecticut-based alternative investor.

Former Merrill Team, Backed by Dynasty, Launches Nilsine Partners

The sibling-led team used startup and transition financing support from Dynasty to launch Nilsine Partners in Greenwood Village, Colo.

Barclays US Consumer Bank Announces Lili Tomovich As Chief Marketing Officer

Tomovich is a member of the Board of Directors of Dine Brands Global. She holds an MBA from Wayne State University and a Bachelor of Arts degree from Brock University.

Jeff Yabuki joins Motive Partners as Chairman and will Co-lead the Firm

Yabuki joins as Chairman and will co-lead Motive Partners with Founder and Managing Partner, Rob Heyvaert

Ocorian appoints Head of Transaction Management - Americas

Ed has transaction management responsibility across a broad range of debt capital market structures and will operate from New York.

Crewe Advisors Expands With Addition of $800 Million Team

Utah-based RIA adds former $800 million team from BMO Wealth Management

Billion-dollar Merrill Lynch team moves to RBC

Known as the Inter Alia Group, four reps and four associates make switch in Portland, Oregon.

Six-person advisor team joins UBS Private Wealth Management

At UBS, they will concentrate on working with clients who have complex balance sheets, estate tax concerns and business succession needs.

Northern Trust Asset Management Names Chief Investment Officer

Angelo Manioudakis Joins with Deep Experience Across Asset Classes

NewEdge Wealth Adds Managing Director, Head of Advisory Solutions

Rick Hollmann joins to support the firm’s investment management strategy for ultra-high-net-worth clients

Financial Advisor in Los Angeles Joins UBS Private Wealth Management

Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending

Deutsche Private Banker with $1.2-Bln Book Joins Mega UBS Team in Los Angeles

Gray, who had been with Deutsche Bank since 2006 and was a managing director, is partnering with an existing UBS team that will oversee a total of $35 billion in assets assuming Gray moves his entire book.

FTI Consulting Expands Technology Segment Presence in Canada

Andrea Williams Joins as Managing Director, Establishes New Services and Technology Solutions

Pension & Wealth Management Advisors Introduces New Partnership to Advise Clients on Mergers and Acquisition

The firm recently added David Serpa as Managing Partner to launch Pension Wealth Mergers & Acquisitions LLC, and manage the much anticipated strategic partnership.

Wells Fargo exec joins Hispanic fintech Welcome Tech

Mr. Ayala's hire comes at a time as Welcome Tech's user base is surging dramatically with its digital bank mobile app, PODERcard

William Blair expands investment banking footprint with new MD in Denver

Drawing on his deep fintech sector expertise and industry relationships, Nelson will play a pivotal role in the firm’s FinTech advisory growth, while expanding its investment banking footprint to include Denver.

Cresset Hires Two New Leaders to Build Upon its Multi-Family-Office Platform

Archan Basu has been named Deputy Chief Investment Officer, and Paul Algreen will serve as Chief Technology Officer

Weil Adds Executive Compensation & Benefits Partner

Aimee joins Weil from Akin Gump Strauss Hauer & Feld LLP, where she was a partner.

JPMorgan hunts online investing growth as new execs hired

Wall Street titan looks to bolster digital investing credentials amid fears it lags rivals

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