Managers of Wealth Americas

Six partners to leave Ashurst New York amid restructuring that sees last of 10-strong McKee Nelson team exit

The CLO practice is less relevant to our global structured finance practice.

Nuveen Appoints UBS's Van Etten As Multi-Asset CIO

New Role Builds on Advisory Approach to Deliver Capabilities as Clients Want and Need Them

Jefferies just hired a former Goldman Sachs partner for a big derivatives role

Jefferies reported equities revenues of $272 million for the three months ended May 31, bolstered by a $96 million gain on its stake in KCG Holdings.

The Bancorp Assembles New Operating and Regulatory Team to Guide Bank of the Future

Seven senior-level professionals will contribute a unique blend of experience in supporting the reengineering and transformation of the Bank’s platform to meet regulatory requirements and position the Bank for profitable growth.

Boutique Wealth Management Firm Adds Director of Private Wealth

John brings a holistic hands-on approach to building customized retirement solutions to affluent individuals and families.

Wilmington Trust Promotes Matthew Panarese to President of the Mid-Atlantic Region

Panarese joined Wilmington Trust in 2008 with considerable tenure in the financial services industry

TCW appoints Managing Director in Emerging Markets Sovereign Research

Former Goldman Sachs Economist to Focus on Latin America

Headhunter Recruited From Rival

Tillman Offers a Unique Perspective and Ability to Calibrate Top Talent Across the Globe

Union Bank Expands San Francisco Wealth Management Team

Harold Rhee Joins as a Wealth Management Consultant

U.S. Trust Announces New Hires in June

Jean Champagne has joined the Houston office as a Private Client Advisor.

Andersen Tax appoints Managing Director in LA

Nir received a business degree in Business Management and Finance from the University of Ottawa (Canada)

Fiduciary Trust Names Regional Managing Director, Head of its New York Office, and Trust Counsel

The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” said Ms. Mejia.

UBS Lures “Top” Woman Advisor from RBC’s Hometown Office

Earlier this summer, UBS hired a $3 million team in New Jersey from Merrill Lynch as well as teams in Michigan and Ohio.

William S. Thompson, Jr. to Retire from Citi Board of Directors

Bill’s contributions to the company are extensive

Merrill Lynch trio managing $463 million joins Ameriprise

Team switches firms but stays in Roseville, Calif.

J.P. Morgan Asset Management Strengthens DC Real Estate Portfolio Management Team

She led the DC real estate research and consulting practice.

JPMorgan Lawyer Joins Norton Rose Fulbright Partnership

Reers has worked with private clients and their businesses, foundations and family offices on tax, wealth transfer, business succession and charitable planning. She also has a robust cross-border advisory practice.

SEC Announces Christopher Hetner as Senior Advisor to the Chairman for Cybersecurity Policy

Mr. Hetner also implemented information security and regulatory compliance programs for Citigroup’s Institutional Client Group global business and technology units.

Newest hires at UBS: Two advisers with $290M

UBS recruited two RBC advisers who managed $290 million in client assets, according to the firm. Advisers Deborah Johnston and Erica Frantz joined the wirehouse in Minneapolis, where they report to Christopher Watkins, Minnesota market head and branch ma

AGF expands team

Prior to this role, she held senior investment management roles at Oppenheimer Capital, Federated Investors and Clay Finlay Inc.

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