Managers of Wealth Americas

New York Life Hires Blackstone’s Gelb for Private-Equity Role

New York Life Insurance Co. hired former Blackstone Group LP Senior Vice President Sean D. Gelb as chief financial officer

Deutsche Asset & Wealth Management Loses $3.25B mega team to Dynasty

The latest recruits dwarf the largest team Dynasty recruited so far this year: a Morgan Stanley team that managed $800 million.

Former Hedgie Joins Robertson Stephens Advisors

Mr. Arella has over 20 years industry experience in executive management

Credit Suisse names new co-heads of global FIG M&A-memo

A Credit Suisse representative confirmed the memo's contents.

Bertarelli family office names new head of Gurnet Point Capital Fund

GPC will have an initial allocation of US$2billion of capital to invest, with a mandate to lead its global healthcare investment strategy.

Former US Treasury Attorney-Advisor joins EY

She also assisted in the development of the Treasury Department and IRS priority guidance plan.

KeyCorp Hires Leader for Family Wealth Management Division

Poth first worked with Key while he was with the consulting firm EY

Beazley Broadens its Crime & Fidelity Bond Team

Mr. Kontonotas has seven years of underwriting experience

Chairman of Puerto Rico bank resigns amid economic crisis

The chairman of Puerto Rico's Government Development Bank announced Wednesday that he will step down as the U.S. territory tries to emerge from an economic crisis.

RBC Wealth Management grabs $1.2B team from Merrill Lynch

The hires are part of the firm's broader plans to seek out high-quality financial advisers

Northern Trust Adds Lawson as Minnesota President

At Northern Trust, Lawson will be responsible for leading the firm’s wealth management business in Minnesota

J.P. Morgan Adds Global Software Banker To Tech Team

The move comes after J.P. Morgan made a series of promotions in its tech practice.

New Wealth Management Team Joins U.S. Capital Advisors

U.S. Capital Advisors LLC announced that a team of three seasoned professionals has joined its Wealth Management group

Citigroup is shaking up its management to create 'the bank of the future'

The new position essentially replaces the job that was previously held by Jane Fraser, who ran global mortgages and U.S. consumer and commercial banking before being promoted to run the Latin America unit starting this month

Deutsche Names New Private-Stock Offering Team

The new group will work with the bank’s existing venture-capital coverage bankers and private-wealth management, advising both companies seeking to raise capital and investors looking to buy into private deals.

Rothschild chairman’s exit raises eyebrows at storied bank

The outgoing chairman of Rothschild North America, the New York-based subsidiary controlled by Europe’s most storied banking family, is teaming with activist hedge fund Jana Partners.

Moelis Hires Credit Suisse’s Fitzsimmons for Private Funds

Moelis & Co., the merger-advisory firm that went public last year, hired Tim Fitzsimmons as a managing director in its private-funds advisory business.

Barclays Appoints New Chair of Software Banking

Barclays PLC said Tuesday that Richard Sherlund will join the bank as a managing director and chairman of its software banking practice

RBC Wealth Management Hires Two Financial Advisor

RBC Wealth Management, a division of Royal Bank of Canada, said it hired two financial advisers.

OMAM Names Director of Subadvisory and Institutional Retirement

Seasoned Asset Management Executive to Focus on Key Channels

People Moves