Managers of Wealth Americas

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

Sexton to retire from First National Bank

After more than 38 years in the banking business the executive vice president of First National Bank & Trust Company of Miami is saying goodbye

Tom Gordy joins Angle Advisors as managing director

Tom is well respected for a long list of highly difficult completed transactions

PwC names Jim Chaparro managing director of public sector practice

Chaparro will be based in PwC's McLean, Virginia office.

Tennenbaum Capital Partners boosts team

He was previously a principal with Ares Management

U.S. Bank promotes Jenna Guenther to wealth strategy MD at Ascent Private

Guenther will be based in the Denver office of U.S. Bank, a unit of U.S. Bancorp.

Northern Trust Nabs Wealth Exec from AB Bernstein

While at AB Bernstein, he opened the firm's first non-U.S. private client office in London and established the investment infrastructure for all non-U.S. private clients.

Morgan Stanley Lures Two Brokers From Merrill

A Merrill spokeswoman confirmed the departures but didn’t provide further comment.

Ultrahigh-net-worth affiliate of SunTrust Bank Snags Rabobank Wealth Exec

He was previously an executive vice president at Rabobank, where he led the institution's private banking, personal trust, asset management, institutional trust, brokerage, insurance, financial planning and wealth management services

Manulife Asset Management Private Markets Announces Three Senior Appointments

Jennifer S. Lundmark to be Head of Real Estate Fundraising

Pioneer Investments adds new U.S. Equity Portfolio Manager

He joins Pioneer from Allianz Global Investors

BNY Mellon Wealth Management boosts Boston team

He has previously worked with Van Kampen Investments

Deloitte Global appoints new Chairman of the Board

He also recently became a Council Member of the International Integrated Reporting Council (IIRC) and a member of the Chairman's Group of the World Economic Forum.

HSBC Bank USA appoints New Head of Retail Banking and Wealth Management

Sanchez joins HSBC from JPMorgan Chase

Accion Welcomes Two New Board Members

Mr. Miebach is responsible for driving the evolution of payments across the Middle East and Africa

JPMorgan Chase & Co. Shuffles Ranks; Head Of Prime Brokerage Takes Up New Role

Global head of prime brokerage business, Teresa Heitsenrether, will now head JP Morgan’s custody and fund services business

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