Managers of Wealth Americas

Santander PB Chile investment head exits

At Santander, Catalán managed over $500 million in discretionary portfolios for the private bank and provided investment recommendations on more than $4 billion in client assets.

Bradesco hires veteran PM for head of equities role

Bradesco said it has appointed Nantes de Souza head of equity management, equity research and corporate credit research.

Sura appoints alts head for its $18bn Peru AFP

he joins the team led by chief investment officer Roberto Melzi that as of April 2018 ran $18.9 billion out of the country’s $48.2 billion total AFP assets.

Pictet reshuffles LatAm WM leadership

In turn, Ernesto Rolon Jimenez, who had been working at Pictet and is also based in Geneva, took over Bouchet’s previous role as head of the Southern Cone.

Digital Wealth Management Firm Personal Capital Names First GC

"My experience helping technology companies grow and stay ahead of the increasingly complex legal and compliance matters as they scale will allow me to add value right from the start," said new general counsel Allison Amadia.

Bainco Welcomes New Partners

“Their steadfast commitment to our clients, employees, and the entire Bainco community have earned them this distinguished recognition.”

Raymond James Expands Asian Coverage with Multiple Appointments

Dennis Zhang, CFA, has been hired as a Managing Director responsible for Asian coverage and will be based in San Francisco.

Liberty Wealth Management expands team

"Im excited for this new challenge and to continue serving the great people of this community," Schneider said.

Mizuho Americas Hires Paul Sankey, Top-Rated Oil & Gas Analyst

Sankey is a UK graduate of the University of Manchester, and Ampleforth College.

Cohen Probe Trips Up Bridgewater Plan to Name New Board Member

Former Novartis CEO Joseph Jimenez, a candidate for Bridgewater’s board, helped direct $1.2 million to President Trump’s personal attorney

MUFG Promotes Lindenberg to Lead Investment Banking Group for the Americas

"This is a well-deserved promotion for Jon," said Cronin. "With more than 30 years of experience and a strong record of accomplishment, I am confident he can successfully lead our investment bank on the next phase of its journey.

Schroders LatAm senior sales manager to join BlackRock

At Schroders, Rosemberg oversaw relationships with high net worth clients in private banking and financial advisory in Latin America, excluding Brazil and Mexico, from his base in Santiago.

Kestra Private Wealth Services recruits experienced breakaway team

The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management.

Wells Fargo Advisors Loses More FAs to Raymond James

"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"

Boston Private Wealth Names CIO, COO

Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.

Wealth Managers Join First Republic in San Francisco and Boston

Wenner will work in First Republic’s San Francisco office at 111 Pine Street and Beard will be located at 160 Federal Street in Boston.

Thirty Year Banking Veteran Sara Moran-Sam Hired to Lead Professional Bank's Dadeland Expansion

Moran-Sam brings with her over thirty years of banking experience in South Florida.

Baird snaps up 2 Wells Fargo advisors with more than $550M in assets

The new hires are the latest additions to the firm’s wealth management segment. In early 2018

Coronadan Courtney Liddy Named A Managing Director With UBS

Liddy has been providing financial and wealth management services to high net worth families, foundations, and businesses for over 25 years.

$800M Merrill Lynch broker jumps to J.P. Morgan Securities

Over the past year, J.P. Morgan Securities has pulled in a number of elite brokers and teams managing large books of business.

People Moves