Managers of Wealth Americas

Barclays Appoints Head of Global Technology Services Banking

Mr. Wehle will be based in New York, and will report to Greg Dalvito and Laurence Braham, Co-Heads of Technology Banking, Americas at Barclays.

BNP Paribas AM appoints Head of Stewardship Americas

He has been an active member of a wide variety of ESG networks and organisations, and has been instrumental in helping companies to evolve their corporate practices in key areas.

Goldman Sachs shuffles top Asia leadership

Asia investment banking co-heads moved from management job to ‘chairmen’ role

Ex-Citi PB gatekeeper resurfaces at HSBC Private Bank

She is involved in putting together a recommended list of strategies and creating model portfolios for use by HSBC private bankers.

Deutsche Bank hires software banker from Mizuho

A Mizuho spokesman declined to comment.

Scituate resident named portfolio manager at Brown Advisory

Dunn brings 17 years of investment knowledge and experience, having previously served as a portfolio manager at BNY Mellon Wealth Management.

Columbia Threadneedle rejigs management on three funds

Chan is leaving the firm to pursue other opportunities, a Columbia Threadneedle spokesman confirmed.

Wilmington Trust Announces Leadership Appointments in Wealth Management Division

Sharon L. Klein appointed Family Wealth President for Eastern Region. James O’Hoppe hired as Wealth Advisory President of Tri-State Region.

Sura builds out wealth investment team with Bice hire

Barratt replaced Alfonso Reydet, who moved to the firm's institutional distribution unit in charge of marketing both Bice and third-party funds.

Wealth Dynamix expands NA team

Opens doors to new offices in New York and Toronto

Pimco poaches UBS AM asset allocation head

Browne will work with senior members of Pimco’s asset allocation team such as managing director and portfolio manager Geraldine Sundstrom, who focuses on growing the firm’s more tactical multi-asset strategies.

Fund Files: T. Rowe promotes PM; Goldman manager shuffle

As of June 30, Giroux manages about $47 billion for individual and institutional investors.

Signature Bank Launches Fund Banking Division; Appoints Veteran Team to Lead Strategic Effort

The Fund Banking Division will be based in Midtown Manhattan.

Broadridge appoints president of global technology and operations

Carey was instrumental in Broadridge’s multi-asset platform investments around Global Post-Trade Management, and he led the creation of Broadridge’s Eurasian utility capabilities.

King & Spalding Adds DOJ Counsel for Cyber Investigations to D.C. Office

He worked with prosecutors in U.S. Attorney’s Offices across the country on high-level cases, and with corporations, in-house attorneys and outside counsel in a wide array of industries to promote cybersecurity awareness, encourage cooperation in in

Treliant Appoints Wealth Management Veteran

Prior to joining Treliant, Greg was a Managing Director of PwC’s Financial Services Advisory Practice

Wells Fargo’s losses multiply with departure of $600M advisors

So far this year, more than 230 advisors managing over $26 billion in client assets have left the company to join rival firms, according to FINRA BrokerCheck data and company announcements.

Amundi Pioneer appoints securitized assets director

Amundi Pioneer managed $87 billion in assets as of June 30.

Scivantage Hires Veteran Tax Executive for Tax Counsel & Director of Regulatory Compliance Role

New hire brings vast industry experience and thought leadership in tax regulation to lead regulatory oversight for leading cost basis and tax reporting platform.

Baird adds $610 million by recruiting teams from Wells Fargo, Morgan Stanley

Baird has added 40 financial advisers to the group since the start of the year.

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