Managers of Wealth Americas

EFG names new CEO of EFG Asesores (Panama)

With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.

Currency.com unveils new US leadership team

Having recently obtained a money transmitter licence in Tennessee, the crypto exchange now holds regulatory authorisations in 31 US states.

Senior MD at boutique bank moves to UBS, decides not to be senior

Given the huge cuts that Credit Suisse staff were subject to generally, it’s a strong sign.

SMBC Americas Hires Nick Stevenson to Lead TMT Corporate and Investment Banking

Nick brings over three decades of experience in CIB to SMBC

Alamgir Hossain joins as Managing Director of Citizens Bank

In recognition of his outstanding contribution in business development, Bank Asia awarded him ‘Service Excellence Award' many times in his career.

Bank of America Merrill Lynch taps Stifel for senior trader

Individual has previously served at Eight Capital, Canaccord Genuity, UBS, and Stifel.

Arch Insurance North America appoints EVP, head of marine

Kaufmann said: “Establishing a US Marine practice at a company with Arch’s growth trajectory and reputation for bringing innovative solutions to its customers is an attractive opportunity."

Lazard hires BofA banker to strengthen financial sponsors division, source says

The investment bank also hired former Citigroup dealmaker Ali Syed to cover sovereign wealth funds and pension funds last year.

Goldman Sachs Group Appoints Global Chairman Of Investment Banking

The recent leadership changes and market conditions have contributed to a strong quarter for Goldman Sachs Group, which saw a significant price surge.

Allfunds appoints Daniel Jesus Alonso as new Head of US

In this role, he led investment product strategy, development, and distribution for international clients.

Broadridge Announces Expanded Roles for Senior Leaders

The changes are effective as of July 1.

JPMorgan names insider David Frame global CEO of private bank

JPMorgan's private banking business oversees more than $2.9 trillion in client assets globally.

$27B Choreo Taps Former Edelman Exec as CEO

Jason Van de Loo replaces Larry Miles, who will transition into the newly created role of executive vice president of strategic partnerships.

EFG appoints Luis Ferreira to leadership role in Latin America

In addition, he will manage and further develop EFG’s competitive offering in the Latin America Region and ensure a strong compliance and governance framework.

Aztec Group welcomes Jose Sobrinho as Head of U.S. Technology

In this role, Jose will lead and oversee the Group’s U.S.-based technology initiatives

LPL Financial Welcomes Resilient Wealth Management

He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

$32.6B EP Wealth Hires Integrations Head From Captrust

Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of successful M&A at Captrust.

Antonia Murga appointed Market Head Latin America

I am very excited to announce the appointment

Northern Trust Names New West Region President

Abel Montañez to drive growth and deepen client engagement across the Western U.S.

Northern Trust Asset Management Appoints Head of International and Responsible Investing

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific

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