Managers of Wealth Americas

Jenner & Block Expands Private Wealth Practice With Addition Of Experienced Wealth Management Lawyer Emily Petrovic Li

Ms. Li represents high-net-worth individuals and their families who have complex estate planning needs.

June Busts UBS Wealth Balloon as Another Multi-Million-Dollar Team Jumps

UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.

Finance: Women who could succeed JPMorgan CEO

New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm

Houlihan Lokey Builds Its Strategic Consulting Group with New Hire

He is based in New York and focused on the technology, media, and telecommunications sector within Strategic Consulting.

Manning & Napier, Inc. Announces Director Appointments to the Company's Board

He started his career in an accounting role at Ball Corporation in 1982.

T. Rowe hires former AXA IM multi-asset head for EMEA role

Also made hire in North America

Robert Soros Is Stepping Down as President of Soros Family Office

He’ll create a unit called Soros Capital, which will tend toward illiquid investments including venture capital.

Calvin Jordan rejoins Mercer after retiring from N.S. health employee pension plan

He retired from that role on June 21.

Chubb Appoints Leigh Anne Sherman to Lead Private/Not-For-Profit Management Liability Business in North America

She will continue reporting to Scott A. Meyer, Division President, North America Financial Lines.

BNY Mellon Wealth Management Names Brian O’Neil as New Wealth Director in Denver, CO

Financial services veteran joins the firm’s expanding Denver office

Morgan Stanley Hires Big-Name “International” Broker in NYC

We moved to Ameriprise because the firm’s guiding principles match those of our team.

Janney grabs $185M duo to open new office

This office opening represents the commitment we have to build on the reputation and success of Janney Montgomery Scott in this region and be a contributing member of the community.

Royal Bank to cut 450 jobs, mostly at head office, in banking's shifting landscape

Canadian banks have announced more than 5,000 job cuts tied to restructurings during the past three yearshifting landscape

Key Morgan Stanley Exec Defects to Merrill Lynch

Morgan Stanley has had several large moves in recent months

Debevoise Names Two New Counsel and One International Counsel

Their promotions become effective on July 1, 2017.

Two Senior Wealth Managers From UBS Join First Republic

They will work with clients to provide portfolio management, retirement planning and other wealth management services to individuals, families, nonprofits and foundations.

Deutsche Bank taps Rose to head metals and mining team in Americas

He joins Deutsche Bank from BMO Capital Markets, where he was responsible for coverage of the global coal and North American iron ore and metals sectors.

Hartman replaces Vogt as Axis Insurance COO

Hartman will report to AXIS Insurance CEO Peter Wilson

Deutsche Bank appoints MD & Head of Insurance Investment Banking

Lewis first started his carer at Citi, working for 10 years from Tel Aviv and New York.

Big UBS Breakaway Joins Dynasty, Lawsuit Follows

The wirehouse has also requested a temporary restraining order against the defendants, in a bid to stop them from soliciting more clients, as reported by FA-IQ sister publication, Fundfire.

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