Managers of Wealth Americas

DMS Offshore Appoints Former Goldman Sachs Exec as Director

DMS Offshore Investment Services (DMS), the world's largest fund governance firm, has appointed Westley Chapman as a Director.

Aequitas Capital Partners Expands National Sales Team

Expansion Result of Rapid Growth Since Launch of Unit Last Year and Kicks off New Phase of Delivering Solutions and Support to RIA Firms and Wealth Advisors

Franklin Templeton announces three key hires

"We are thrilled to welcome three multi-year veterans, with such deep understanding of the institutional marketplace, and feel confident that they will be instrumental in expanding our footprint in this very important space,"

Steben & Company announces new Chief Investment Officer

In the years that John has been with us, his skill, expertise and insights have made a great contribution to Steben & Company, in both our new and existing funds

Braunstein Leaves Cohen’s Family Office After Four Months

Braunstein, who is the brother of JPMorgan’s former vice chairman and Chief Financial Officer Doug Braunstein, didn’t return telephone messages seeking comment.

Eaton Vance boosts team

He will lead investment management and credit research for all non-U.S. high yield opportunities, the company said.

Chicago Office Adds Private Accounting Solutions Group, Financial Controllers Inc.

The addition of the Financial Controllers Group will expand the service offerings provided by the Chicago office, to include all aspects of private accounting solutions.

TD boosts mining M&A team with former top Barrick banker

"Rick's appointment underscores just how important the sector is to TD and how committed we are to growing our team and our franchise."

Wells Fargo names new market president

He who serves as Wells Fargo’s business banking manager for Wilmington, will coordinate activity between lines of business and focus on growing the bank’s market share.

Snowden Lane Lands Merrill Lynch Brokers

In the last four months, the firm has added advisers to existing offices in Baltimore and New York. The Pittsburgh office is Snowden's fifth nationwide.

$200M UBS Team Joins RBC

A UBS advisor team managing about $200 million in client assets left the wirehouse to join RBC Wealth Management.

Morgan Stanley Appoints 151 New Managing Directors

Morgan Stanley is a leading global financial services firm

Liquidnet names global head of product

Natasha is Global Head of Product and a member of the leadership team at Liquidnet.

Dynasty hires ex-Merrill manager to guide firms' growth

The aging financial adviser force is driving more younger advisers to acquire the businesses of the older one before they retire, and Dynasty wants in on the action.

Sentinel Trust Announces Promotions and New Hire

Sentinel Trust Company, a multi-client family office serving affluent families and their closely held companies and foundations, is pleased to announce two executive promotions and a new hire.

Alberta Investment Management Corporation appointments new CIO

Mr. MacMaster holds a Bachelor of Commerce degree from Concordia University

U.S. Bank names regional investment director at Private Client Reserve

U.S. Bank, the wealth management division of U.S. Bancorp, named Dan Farley regional investment director for its Private Client Reserve.

Raymond James Unit Hires Advisor From Morgan Stanley

Raymond James Financial Inc has hired Morgan Stanley financial adviser Luigi Mazza

Incapital Names John DesPrez Bond Broker’s Next CEO

Incapital LLC hired John DesPrez III, the former chief executive officer of John Hancock Financial Services Inc., to be the brokerage company’s next CEO as it seeks ways to further expand

SEC's top asset management regulator to leave agency

He has served at the SEC for five years

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