Managers of Wealth Americas

Top hedge fund chooses junior banker as it builds its equities team

An M&A banker by training, Largman started his investment banking career with Citi in 2012 and moved to Moelis & Company as analyst in 2014.

Waller Adds Four Attorneys in Nashville

As our clients across all industries continue to grow, Waller follows suit to meet their legal needs

BNY Mellon Wealth Management Names Chuck Long As A Regional President Of Los Angeles

Chuck's wealth of experience, industry knowledge and ability to build multi-disciplined teams will tremendously benefit our clients and continue to promote growth in LA," said Kennedy.

Citi Private Bank Expands Capital Markets Team

Appoints Ed Riley as Head of Equities for the Americas

Equity Trustees appoints US representative

“This is part of our global strategy to service fund managers no matter where they are in the world,” said Harvey Kalman, Executive General Manager, Corporate Trustee and Fund Services, Equity Trustees.

BC-Business

Sontag Advisory is a registered investment firm with approximately $5 billion in assets under management.

Atlantic American names McClure King as President of its Bankers Fidelity Life Insurance Company and Bankers Fidelity Assurance Company Subsidiaries

Mr. King has more than 18 years of experience in both the group and voluntary benefits arena.

Hielscher: Raymond James recruits team of wealth advisers

Joining the advisers are Pamela Miller, senior registered client service associate, and Blake Caldwell, registered client service associate.

Schroders strengthens global footprint of Solutions business

Studd has already played a key role in the design of a range of Target Date Funds, which Schroders launched exclusively for the Canadian defined contribution market last month.

Chubb Appoints Steven Goldman Executive Vice President, Financial Lines, Overseas General Insurance

Michael Mollica to Lead North America Retail Financial Institutions

Rockefeller Capital Management appoints head of Managed, Structured and Alternative Products for Wealth Management

Mulligan will be principally responsible for developing and enhancing Rockefeller’s product platform for advisors and clients.

UBS cuts over 100 jobs in asset management overhaul

Asset management head Ulrich Koerner is pivoting toward passive strategies, sustainable investing, and a push toward China.

Commonfund CEO Leaves for BNY Mellon Wealth Management

Catherine Keating, most recently CEO of Commonfund, will start her new role in July.

Northern Trust Strengthens Wealth Advisor Practice

He joins existing Regional Wealth Advisors, Mary Ann Sisco and Rebecca J. McDade.

Union Bank Expands San Francisco Wealth Advisor Team

Lauren Downum Joins as Private Wealth Advisor

Citi Appoints Vice Chair for Global Financial Institutions Group

Citi has also appointed Simon Yuan, formerly the bank's head of China FIG investment banking, as head of Asia Pacific FIG investment banking, according to the memo, which was confirmed by a Citi spokesman.

Moneda hires $1.2bn Santander Chile PM

Larraín took over Lira’s responsibilities, which included running four portfolios investing in global assets, including the Moneda International Fixed Income IG and the Moneda US Equity.

Adviser team managing $340 million at UBS goes indie with Kestra

Jeffrey Boudjouk, two other advisers and assistant set up hybrid in Rhode Island

Sweetwater Capital Partners appounts Managing Partner

He will principally focus on sourcing and underwriting secondary and direct opportunities in private, high-growth companies. Since 2016, Mr. Parise has served as a Senior Advisor to the firm.

Soros's One-Time Investment Chief Burdick Is Said to Leave

Burdick had a variety of roles during his tenure. He was at one time the head of distressed debt and arbitrage groups before being promoted to CIO in January 2016, succeeding Scott Bessent.

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