Managers of Wealth Americas

Veteran UBS Reps with $2B in Assets Go Indie

UBS could indeed go after the brokers in this case, sources tell the website.

Wells Fargo loses steam in commercial lending as rivals pounce

Although the banks define C&I loans somewhat differently, their reports track government data showing Wells falling behind over the past five years from a near-tie with Bank of America and losing ground to JPMorgan.

HSBC appoints Head of Commercial Banking in Qatar

Qatar is an exciting market, with local clients expanding their businesses internationally and overseas clients establishing a presence or strengthening operations in the country.

Veteran Merrill Lynch FAs Join Kestra

Kestra has been successfully luring advisors from rivals in recent months.

Northern Trust Strengthens New York Wealth Management Team

Chahin Pahlavi joins the Wealth Management’s Private Banking Team

Jupiter expands team ahead of US long/short fund launch

Focus on alternatives

Stroock's Private Funds Group Adds Former Investment Management GC and Compliance Counselor Michael Emanuel as Partner in New York

Mr. Emanuel advises public and private funds, hedge funds, family offices, and investment managers and commodity advisors on all regulatory, legal, compliance, infrastructure and risk issues.

Antares Capital Appoints New Heads of Sponsor Coverage and Asset Management, Funding

Tim is an innovative and thoughtful leader who brings tremendous value to both his clients and teams,” said David Brackett, managing partner and co-CEO of Antares Capital.

Former Schwab Exec To Head Finra's Exam Programs

In Finra’s announcement Wednesday, both Havlik and Cook mentioned the Finra360 initiative, an internal effort to evaluate operations and make regulatory programs more efficient.

Barry Wellins Joins Union Bank as San Diego Regional Director of Private Banking

"Not only will Barry be a trusted advisor for our clients, he will also serve as a great mentor for our team of private bankers throughout the region."

Former Peru fund selector joins JP Morgan PB

Citywire Americas understands she will cover Brazil, Mexico, the Andes and the Southern Cone and perform client due diligence.

Itaú Chile AM to hire new CIO and consolidate fund range

The resulting asset manager, operating as Itaú AGF, is looking to consolidate its product offering which currently features 49 mutual funds and five closed-end investment funds, said chief executive Wagner Guida, effectively reducing its mutual fun

Pinnacle Adds 10 Revenue Producers in the Carolinas and Virginia During 1Q 2018

New advisors include commercial bankers, wealth managers and others

Beecher Carlson names new CEO, COO

Davis will oversee operational functions in the newly created COO role. He will also continue as president, casualty & property.

Northern Trust Announces Leadership Appointments in Global Family Office & Investment Practice Group

Belinda Aspinall has been named head of GFO for the region

First Republic Bank Chairman and CEO Jim Herbert Appointed to Federal Reserve System’s Federal Advisory Council

The council ordinarily meets four times a year with the Board of Governors in Washington, D.C., to discuss economic and banking matters. Members customarily serve three, one-year terms.

Steven D. Black Elected to BNY Mellon Board of Directors

With the addition of Mr. Black, BNY Mellon's Board will have 12 directors

BNY Mellon hires JP Morgan’s hedge fund client specialist for sales

The newly created positions follows an a new focus by BNY Mellon on alternatives investment clients.

Bernstein Appoints James Seth Thompson As Head Of Diverse Markets Strategy

The firm's first-ever role dedicated to diversity & inclusion engagement

Callan Capital Welcomes Robert K. Neigert, J.D., LL.M. Tax

Neigert is primarily responsible for client relationship management and trust and estate planning.

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