Managers of Wealth Americas

Santander Bank Launches Direct Private Investment Practice

Business Pairs Commercial Banking Customers with Potential Family Office Partners

BNY Mellon Names Avi Shua as Technology Lead for Wealth Management

Mr. Shua will be a member of the Technology Executive Committee and Wealth Management leadership team.

Signature Bank Appoints Three Private Client Banking Teams to Manhattan and Long Island Offices; Eight Teams Added in Total This Year

The team worked together for seven years at Citibank before joining Signature Bank.

Morgan Stanley Actively Looking for Thousands of New Staff

But the hiring spree appears to be slowing down, according to the web publication

BNY Mellon Names Sabet Elias in New Role as Chief Technology Officer

Before that, Mr. Elias was the CTO responsible for infrastructure across multiple lines of business with accountability for technology architecture, design, build and operations.

AFP Provida launches alts unit and appoints new boss

The $50 billion pension fund created the team to screen and select investments in this market

Aviva Investors brings on head of U.S. equities

The firm made nine hires to its U.K., global and emerging market equities teams in July.

Sidley Hires Leading Private Equity Lawyers in New York

With 2,000 lawyers in 20 offices around the globe, Sidley is a premier legal adviser for clients across the spectrum of industries.

Falcon Wealth Planning Hires New CFO To Head Tax Division

Falcon Wealth's history is filled with major feats and milestones, and the addition of this new division is no exception.

Wilmington Trust Adds Adam Bakhash as Senior Private Client Advisor in Los Angeles Market

Bakhash will provide comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Los Angeles area

Boston Private Hires New Senior Wealth Advisor in Beverly Hills, California

Ms. Born frequently volunteers her time providing financial advice to low-income families in the Los Angeles area.

BNY Mellon Wealth Management Names Paul J. Simon as Senior Director, Wealth Manager in Naples, Florida

Simon will report to Senior Director and Team Leader David J. Maksymetz and will be responsible for managing client relationships covering all aspects of wealth management advice including investments, planning and banking.

KDB Expands Intellectual Property Force With 5 Hires

The additions augment KDB’s capabilities in the financial technology (fintech) arena, said KDB Senior Principal Scott Bluni.

Fiduciary Trust expands New York Office

The firm-wide culture at Fiduciary Trust emphasizes the importance of a deep understanding of each client's unique situation and circumstances," said Mr. Uzal.

LPL Financial appoints Business Development EVP

He joins LPL from IBM, where he most recently served as vice president and partner.

UBS names new manager research leader amid reshuffle

Joseph, who headed up discretionary portfolios and model solutions, left the firm in July to join Citi Private Bank as global head of portfolio solutions.

Wealth Manager Joins leading private bank in Century City

Levine, who has more than 30 years of wealth management experience, was named Managing Director and Wealth Manager.

Goldman Adviser Who Managed $1.4 Billion Leaves to Open Own Firm

Over the past three years, ultra-high-net-worth assets overseen by independent multifamily offices have grown 10 percent on average each year, about five times as fast as assets held at private banks, Cerulli Associates estimates.

Otterbourg Expands Its Litigation Practice

He is a strong addition to the firms litigation department who will provide our clients wise counsel on crisis management, investigations and a wide range of other issues.

Investment Funds Attorney Joins Global law firm

He also coordinated the development and structuring of all new fund products.

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