Managers of Wealth Americas

Morgan Loses Advisor With $200M AUM to Merrill

Merrill Lynch reunited with an advisor managing $200 million

California Business Bank hires internet banking and technology expert Adriaan van Zyl.

California Business Bank announced that Adriaan van Zyl joined the bank as President and CEO. van Zyl, who is considered one of the country's leading internet and mobile banking experts, joined the bank from BofI Federal Bank / Bank of Interne

Tradable appoints former Saxo Bank executive Patrick Mortensen as CCO

Mr. Mortensen is a well recognized senior industry figure and has held a series of managerial positions within Saxo Bank as Regional Head of North America and Head of Institutional Business and Institutional Marketing.

Prudential asset management unit hires exec to run new team

Prudential Investment Management, which ranks among the world's largest asset managers* with offices in 16 countries, comprises the asset management businesses of Prudential Financial, Inc..

Asset Manager's Revolving Door Spins Once More

Waddell & Reed is struggling with atypical portfolio manager departures, but this doesn't change our valuation.

RBC's Investor & Treasury Services boosts team

He has over 25 years of experience in financial markets.

BCG Builds Its Global Capital Markets Practice With Two Senior Hires

Charles Teschner Is Appointed a Senior Partner and the Head of Capital Markets, North America; Will Rhode Is Appointed the Global Head of Capital Markets Research

RBC Bolsters US Investment Banking Team

The Canadian bank finished the year to June 30 ranked 12th in Dealogic’s U.S. M&A League Table

Cantor Fitzgerald hires Merrill exec

A former Bank of America Merrill Lynch managing director, last month joined Gregor as the firm's new head of U.S. private wealth management sales

Dundee Corporation Announces senior management appointments

Our strategy is to build an independent, integrated and diversified financial services firm

UBS Hires Trio of Traders for Global Special Situations

The team trades corporate and sovereign bonds, loans and credit-default swaps around events

Avendus Wealth Management appoints head of products

The team currently provides investment advice to 140 High Net Worth families in India and in the USA.

Gresham Partners Hires Chief Wealth Strategist

Prior to joining Gresham, Kamin was a partner in the Private Clients, Trusts and Estate Group at Schiff Hardin LLP in Chicago.

Focus Loses Second Exec in 2 Months

He will have a similar role at his new employer, AMG Wealth Partners

UAM Targets Global Market with Appointment of Key Executives

On April 14, 2014, Craig Richardson joined UAM as Vice President of Strategic Markets. Emerging from InSync UK, Ltd.

Deutsche Bank to Hire 500 Workers in U.S. for Compliance, Risk

Deutsche Bank AG (DBK) plans to hire about 500 employees in compliance, risk and technology in the U.S. as global securities firms bolster their regulatory oversight in the wake of escalating fines

Och-Ziff Names Ex SEC Official Becker As Chief Legal Counsel

Och-Ziff hired Becker to replace Jeff Blockinger, who stepped down from his position. A person familiar with the hedge fund said Blockinger's resignation is not related to a government investigation

Bessemer Trust boosts team

Bessemer Trust has named Ilka Gregory as Principal and Senior Wealth Advisor, reporting to Eric P. Gies, Co-Head of the Northeast United States region.

Elizabeth Krentzman Appointed to Oppenheimer Funds New York Board

Ms. Krentzman is a member of the District of Columbia and Florida Bar Associations

JPMorgan Names Guyett Asia Co-Head as Esperdy Returns to U.S.

China will now be overseen by UBS AG’s former China Chairman David Li

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