Managers of Wealth Americas

Nikko Asset Management's investment team bolstered

Three seasoned investment professionals are taking on expanded roles to bolster the global management capability of Nikko Asset Management’s investment team, the company announced today.

Virtus Investment Partners Announces Election of Two Board Members

Virtus Investment Partners, Inc., which operates a multi-manager asset management business, today announced the election of Melody L. Jones and Stephen T. Zarrilli to the company's board of directors.

Former Aviva CEO, Chris Littlefield, named Fidelity president

He will report to Lee Launer, Fidelity's CEO, and manage multiple business operations, such as sales and distribution.

Raymond James Reworks Employee Channel Leadership

The shifts are announced ahead of its Women’s Symposium and investment advisor confab

Veteran Portfolio Manager rejoining CI Investments

He will be named Lead Portfolio Manager of Signature Global Resource Fund, Signature Global Resource Corporate Class, Signature Global Energy Corporate Class and Signature Gold Corporate Class.

Aequitas Capital appoints vet to lead wealth management division

The wide-ranging expertise Brian has acquired across the retail, commercial and private banking markets make him the ideal leader for our wealth management activities," said Aequitas CEO Bob Jesenik.

Deutsche Bank Hires Americas Compliance Chief From Goldman

Hiring of Elizabeth J. Ford to Strengthen Lender’s Compliance Systems

Former N.Y.S.E. Chief to Join Upstart Broker

Battery East, which opened its doors last month, aims to help employees of privately held companies cash out of their shares through secondary sales.

Former Gateway CEO joins family office

As a family office the firm provides clients with assets of $10 million to $100 million with wealth management, estate planning, accounting, insurance, cash-flow management, legal and other services.

Deutsche Asset & Wealth Management names head for U.S. West

Hutter's hire is in line with an announcement the bank made in May

Geller Names CFO for Clients of Family Office and Wealth Advisory Business

Geller & Company's family office and wealth advisory team is comprised of more than 70 professionals with extensive experience in serving wealthy individuals, families and their closely held private, public and non-profit businesses.

Merrill Lynch Hires Brokers Managing $850 Billion Assets

Steven Bullard also joined Merrill from Morgan Stanley. Bullard started in Princeton, New Jersey, on July 8

Maxim Group Appoints Industry Veteran to Head Electronic Trading for Institutional Clientele

He will be a valuable addition to the deep bench of talent we have on our equity trading desks

Raymond James names new management in regional reorg

The southern market region, which had been co-led by Dick Ferguson and Bill Geary, will scale back to just one division director

Wells Fargo's Michael Billeci to retire as bank redraws Bay region

Wells Fargo said Monday that Michael Billeci is retiring at the end of the year, prompting the bank to reshape its Bay Area region.

RBC Hires Barclays’s Croft as Top Commodities Strategist

Royal Bank of Canada, the country’s second-largest lender by assets, hired Barclays Plc (BARC)’s Helima Croft as chief commodities strategist for its investment bank.

Oppenheimer appoints Head of the Alternative Investments Group

We are proud of our firm's heritage as a source for specialized investment talent

Marks’s Oaktree Names Ex-AIG Executive Jay Wintrob as First CEO

introb will have primary responsibility for developing and managing Oaktree’s business

Manulife names Global Head of Real Estate Investments

He brings 34 years of experience in commercial real estate investments to our team

RBC Capital Markets Poaches UBS Head of U.S. Sponsors

RBC Capital Markets has shuffled the leadership of its team of bankers that advise private-equity firms, poaching UBS AG's U.S. head of financial sponsors, Matthew Stopnik, to become joint head of sponsors at the Canadian investment bank

People Moves