Managers of Wealth Americas

$300M Ex-Merrill Lynch Team Joins Pallas Capital

Based in the Boston suburb of Braintree, Mass., Pallas Capital was created in 2019 by three financial services executives with considerable track records at wirehouse firms and other financial services companies.

$150m Julius Baer team in Uruguay moves to rival firm

The two had run a $150m in assets for clients based mostly in Argentina, according to sources familiar with the matter.

HSBC Revamps U.S. Investment Bank as Senior Executives Exit

Malas was the most recent joiner having worked for HSBC since 2010.

Blackstone Hires Global Head of Diversity, Equity and Inclusion

Glenn joins from Skadden, Arps, Slate, Meagher & Flom LLP where she was the Assistant Director of Diversity, Equity and Inclusion.

Regions boosts Board of Directors

Regions will increase to a 13-member board, which will, as of July 20, 2021, consist of 12 independent outside directors.

Lincoln Financial Group Names Chief People Officer

“Jen brings deep HR expertise to the role and a proven track record for delivering HR strategies that differentiate Lincoln in the marketplace as a destination employer,”

Aon poaches Guy Carpenter exec to drive reinsurance business growth

He began his reinsurance career at Benfield in 2006.

M&T Bank Named New Head of Corporate Communications

She will lead The enterprise-wide external communications in newly-created role

Julie Caperton Named Head of Wells Fargo Private Bank for Wells Fargo Wealth & Investment Management (WIM)

Caperton to add to current role as head of WIM’s Banking, Lending, & Trust Center of Excellence

City National Bank Appoints Abel Montañez as Head of Private Banking

Veteran advisor led private banking in Los Angeles region

Cresset Hires J.P. Morgan Private Banking Team in Mile High City

The group of four bankers, led by Kevin E. McGuire, an 18-year industry veteran who had served as managing director and head of the private bank’s Colorado Technology Vertical and Boulder Team, gave notice on Monday.

Cambridge Trust welcomes Courage, Colleary

Courtesy of Cambridge Trust company

Northern Trust Strengthens South Florida Wealth Management Team

He is an industry veteran who will leverage his extensive connectivity in South Florida to elevate our wealth management team and deliver exceptional solutions to our clients.

KKR Appoints New Independent Director

Ms. Brown is a Managing Partner of Flying Fish Partners, a venture capital firm that focuses its investments on startup companies building artificial intelligence and machine learning technology primarily in the Pacific Northwest.

J.P. Morgan Nabs Veteran Merrill Private Wealth Exec

The move reunites Colavita with J.P. Morgan Advisors CEO Phil Sieg

Advisor Group Recruits Four Financial Professionals

Announcement Highlights Advisor Group's Recruiting Success in 2021, with Year-Over-Year Increase of 196% in Recruited AUA

Bank of America appoints two banking execs to head up EMEA ESG council

The executives will run the EMEA ESG council at Bank of America aimed at minimising its climate impact and supporting clients in their low-carbon transition.

Wealth group Mason Stevens mulls sale, float; hires Bank of America

The company, run by Vincent Hua, has grown to have about $7 billion in assets under management, sources said, and made a $9.8 million profit last year according to accounts filed with the corporate regulator.

RBC Promotes Virtual Hiring Wiz to Head of Recruiting

Dolan replaces Kristen Kimmell, who took over the role just two years ago and has left the Minneapolis-based firm after more than 27 years, according to an RBC spokesperson.

Options Solutions Appoints Advisory Board

The Advisory Board members are distinguished practitioners who have played key roles in the development of the stock and options markets and the asset-management industry.

People Moves