Managers of Wealth Americas

UBP Promotes Ex-Marc Rich CEO-UBS Banker

Soni is leaving the bank by mutual agreement

Julius Baer hires six Relationship Managers to support growth in the Hispanic American market

Julius Baer is expanding its Hispanic America business by hiring six new Relationship Managers to drive continuing growth.

Morgan Stanley Appoints 171 New Managing Directors

The new Managing Directors are

Blackstone Hires Former Co-Head of Insurance Investment Banking for North America at Morgan Stanley, to Lead Acquisitions for Blackstone Insurance Solutions

Mr. Hovey will be responsible for leading BIS’s investments

Julius Baer Raids Credit Suisse for Latin America

The Swiss wealth manager is boosting its business with Hispanic Americans by poaching from Credit Suisse.

Rockefeller Capital Management Adds Three Teams With Combined AUM Of $1.7B

Other team members include Rachel Baum, private wealth advisor, as well as client associates Janet Kolmetzky and Eileen Cambero.

Chubb Announces Chief Financial Officer Philip Bancroft to Retire; Peter Enns to Become CFO Effective July 1

Mr. Enns will report to Evan G. Greenberg, Chairman and Chief Executive Officer, and join the company's Executive Committee.

Blackstone Announces Appointment of General (ret) David L. Goldfein, Former Chief of Staff of the United States Air Force, as Senior Advisor

He will bring his deep experience in strategy, management, and leadership to advise across the firm’s businesses and portfolio companies.

State Street Strengthens Asset Owner Business with Senior Appointments

The senior appointments are the latest in a series of strategic moves and enhancements State Street has made in the past year to strengthen its talent, enhance its technology and deepen relationship with its asset owner clients.

Roth Canada Announces the Addition of Braden Fletcher as President

Prior to joining Roth, Brady was most recently Managing Director and Head of the TSX Venture Exchange at TMX Group

Advisor Group Expands Technology Leadership With Appointment Of Peter Clemson As Senior Vice President, Digital Solutions

Former FinTech CEO and Charles Schwab Technology Executive to Spearhead Development of Digital Platforms That Deliver Competitive Advantages for Financial Professionals Serving Increasingly Tech-Savvy Consumers

Chubb Appoints Chief Reinsurance Officer

Mr. Konz has more than 20 years of insurance industry experience.

Chubb Names Global Head of Company's Cyber Risk Insurance Business

Mr. Kessler has nearly 30 years of experience in insurance and actuarial consulting.

Beth Renner Named Head of Advice Center for Wealth & Investment Management

Renner to manage advice capabilities, reimagine the delivery of advice across WIM

Colony Capital and Digital Colony Appoint Latifa Tefridj-Gaillard as Managing Director and Head of Europe Capital Formation

Prior to this role, among others at Goldman Sachs, she worked on the Structured Equity Solutions team within the Investment Banking Division structuring and originating hybrid financing solutions for corporate clients.

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