Managers of Wealth Americas

HSBC boosts Brazil team with Morgan and Itaú advisor hires

The new recruits are the first hires for HSBC’s Brazil team

Industry veteran will assume leadership of the global association of investment professionals

Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start ups, including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors.

Ameriprise Hires Two Merrill RIAs With $202M In Combined AUM

His branch manager is Anthony Zanetti.

River and Mercantile appoints CEO

Faulkner will remain on the Board as an Executive Director and become the Group’s Head of Macro Strategies and Innovation.

PineBridge appoints CTO

Francisco has over 20 years of experience in leading large global technology functions across a range of financial services, including investment management and fund services.

Glue42 appoints Chief Revenue Officer

Simplifying the desktop and supporting specific user workflows is a critical element of the Glue42 platform.

Rockefeller Global Family Office expands team

“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”

Deutsche Bank Continues Wealth Management Expansion

We continue to hire top industry talent as we grow our presence in key markets in the Americas.

Merrill Lynch team managing $220 million moves to Janney

Four-adviser group in Lewes, Del., operates as MCH Wealth Management

Citigroup beefs up investment banking team

The hirings come less than a year after Citigroup combined its corporate lending and mergers-and-acquisitions advisory business with its unit that helps clients raise debt and equity.

Bank of Montreal hires wealth management veteran

Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement. She’ll be based in her native Chicago.

Wells Fargo Nabs FAs from Merrill Lynch and Morgan Stanley

In addition, Leo Robinson, an 11-year veteran of Morgan Stanley, has joined Wells Fargo Advisors in Boston as a managing director, according to AdvisorHub, which cites BrokerCheck.

Bank of Montreal hires wealth management veteran

A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a

$10bn broker-dealer launches Miami offshore business, hires Citi vet

The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.

Fieldpoint Private Strengthens Palm Beach Presence

Robert McCabe will lead growth initiatives in South Florida

Wealth management firm aims to raise $100M to invest in other companies

Venturi practices ‘farm-to-table’ investing

AIG restructures reinsurance business under new leadership

He will oversee implementation of AIG’s assumed Reinsurance strategy with a focus on continuing to develop, market and deliver innovative reinsurance and capital market solutions to clients on a global basis.

BNY Mellon’s Piers Murray leaving amid bond trader exodus

The bank has been reducing staff this year as trading and sales desks across Wall Street have struggled to make money and amid a broader cost-cutting effort by CEO Charles Scharf.

J.P. Morgan Asset Management CEO to retire

A company spokeswoman confirmed Tuesday evening that Mr. Willcox would continue to run the business until the transition of responsibilities to Mr. Gatch at the end of the year.

Kathryn Collings Joins Focus Partner Firm The Colony Group

Collings has joined Colony as a Senior Wealth Advisor

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