Managers of Wealth Americas

Family Office Exchange makes strategic new hires

We recognise that dramatic changes will occur over the next decade, from major transitions in private business ownership to new views on entrepreneurship and engagement.

Paul Camp, CEO of Treasury Services, joins BNY Mellon's Executive Committee

His experience across a broad array of businesses will make him a valuable addition to our Executive Committee

One-time bond king Bill Gross to retire from Janus Henderson

Bill Gross, the one-time bond king at Pimco and later Janus Henderson, announces his retirement.

Luxon Financial appoints Head of Business Development

Valentine was most recently Head of Marketing for Rockefeller Capital Management.

AMG Names President and Chief Financial Officer

Before joining AMG, Mr. Horgen founded a private equity firm, Eastside Partners

Guardian Capital Group Announces Appointment of Doce Tomic as Head of Wealth Management Business Unit

The move further strengthens Guardian’s senior executive team and spearheads continuing efforts to enhance and grow the Company’s wealth management businesses in key markets, while bringing greater depth to the organization.

Thompson Hine Adds Partner

His counsel extends to issues arising under state “Blue Sky” laws and processes, and FINRA regulation of public offerings and marketing efforts.

SignatureFD Announces Multiple Promotions as They Continue to Grow Client Base

These new positions, including a new lead over the companys Charlotte location, will help support the companys continued client growth.

Santander appoints int'l private banking head

The international private banking unit Rossell now leads holds strategic importance for Santander

Macquarie Investment Management Further Expands Insurance Solutions Group

Marc has worked successfully with insurers of all types for more than a decade

Wilmington Trust appoints Florida regional president

Brown anticipates double digit growth in wealth advisory services for high-net-worth residents, as Florida is named as one of the fastest-growing luxury housing markets

Aon's broking chief Fitzgerald quits to start 'new chapter' after 27 years

The firm recognises his many years of service and wishes him well as he begins the next chapter of his career.

JPMorgan says Barry Sommers leaves wealth management job

Sommers joined JPMorgan in 2008 when it bought Bear Stearns, where he worked.

Lincoln International Hires Bob Lockwood as Managing Director

Enhances the firm's growing Technology, Media & Telecom Group

Northern Trust Appoints Head of Local Markets for Global Foreign Exchange

Based in New York, he works with Northern Trust’s FX desks in the Americas, Europe, Middle East and Asia-Pacific regions

$300M Merrill Lynch trio heads to RBC

The team joined an RBC branch in Edina, Minnesota.

JP Morgan names new int'l private banking boss after top exit

Nicolas Aguzin, currently JPM’s head of banking and CEO for Asia Pacific (APAC), has been named CEO of the group’s international private bank, a spokesman confirmed to Citywire Americas.

CIBC Expands North American Team with Five New Hires

David Moody joins CIBC as senior vice president in Dallas.

First Republic poaches $500M UBS wealth manager

“Greg is committed to First Republic’s unique brand of exceptional client service and is a terrific addition to our growing team of wealth managers.”

Transatlantic law firm adds Houston office

More attorneys and professionals are expected to join the Houston team

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