Managers of Wealth Americas

Jay Welker, Wells Fargo head of wealth management, to retire

Mr. Welker and his division are reportedly being investigated for gender bias

Andersen Tax New York Office Welcomes Managing Director Curtis Best

Curtis received his Bachelor of Science Degree in Accounting from the University of North Carolina – Charlotte.

Beacon Pointe Hires UBS Exec

Before joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bond

Goldman to Name New Class of Partners After Wave of Senior Exits

New CEO Solomon shakes up top ranks as he assembles his team

Anthony S. Kelly, Co-Chief Of Asset Management Unit, To Leave SEC After 18 Years Of Service

Mr. Kelly said, “It has been such an honor to serve as Co-Chief of the Asset Management Unit and work alongside so many smart, energetic, and talented colleagues who are dedicated to protecting investors across the asset management industry.

UBS Asset Management adds two key hires to global Infrastructure team

UBS Asset Management's (UBS-AM) Real Estate & Private Markets (REPM) business has made two appointments to strengthen its global infrastructure effort.

TFB Wealth Management appoints Director of Wealth Management Services

He will be a great addition to our outstanding Wealth Management team, and will play a big role in moving our organisation forward.

Citi announces next Chairman

The Board has seen this firsthand over the last three years during John’s service to Citi, first as Board counsel and most recently as a Director.

Rockefeller Capital Management Lands New COO to Lead Build Out of Wealth Business

Chris Dupuy felt his job was done at Focus, and was attracted to the opportunity to build a wealth management platform from scratch.

Aiva hires ex-HSBC and family office advisor for WM team

In his new role Cuñarro joins a nine-person strong team as a relationship manager responsible for catering to ultra-high net worth clients in the Southern Cone.

RBC Wealth Nabs $550M Merrill Team in Beverly Hills

The two advisors come on board about one week after RBC added a Wells Fargo group with $1.4 billion in assets.

Cambridge Associates Appoints Global Head of Private Client Practice

Pang to Lead Expanding Business Unit Helping Families of Institutional Scale; Joins from JP Morgan Private Bank

Wells Fargo Asset Management makes a senior hire

Joseph joins WFAM from Ameriprise Financial, where he served as a Director on the Asset Allocation team.

Macquarie Investment Management’s Ty Nutt to Retire

The team’s long-term track record demonstrates its ability to add value across various investment cycles and through transitions.

Rockefeller Capital Management appoints Wealth Management COO

In his new role, Dupuy will oversee all aspects of strategy and execution for Rockefeller Wealth Management

Vanguard’s Bill McNabb to step down as chair

Current chief executive Tim Buckley will take over in this role at the low-cost US asset manager at the end of the year

Zurich-based private bank to open Mexico office following regional closures

The bank has also withdrawn from Venezuela, following a former Julius Baer banker’s conviction for money laundering.

Julius Baer Hires HSBC Banker for Mexico

Julius Baer is close to getting a license to do onshore banking and the company already appointed a head of office.

Two Wealth Managers Join First Republic in Century City

They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.

Global law firm Names 24 New Partners

Nearly Half of New Partners are Women, Minorities or Both Six New Counsel Also Named

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