Managers of Wealth Americas

Morgan Stanley PWM beefs up HK team with HSBC and UBS hires

The US private bank has hired a senior sales manager and a discretionary fixed income business head in Hong Kong, as part of an ongoing hiring drive in the last 12 months.

UBS announces changes to Group Executive Board

The next significant milestones in UBS’s integration of Credit Suisse are the merger of UBS AG and Credit Suisse AG

Campbell Private Wealth Management of Midland, Texas, Joins the Ashton Thomas Private Wealth Network

The Ashton Thomas Private Wealth Network is geared toward successful advisor teams who want to maintain autonomy in their brand, but who also value the functional support of a large firm ecosystem

UBS Cuts 35 Employees at Latin American Wealth-Management Unit

The Swiss bank recently announced the departure of Sylvia Coutinho

Richardson Wealth Appoints Derek Perritt As Vice President, Wealth Panning And Solutions

As we pivot toward accelerating growth, this appointment is a testament to our advisor-centric culture.

Jennison Associates Expands Fixed Income Unit With Senior Hire

Weiss has more than 25 years of experience in institutional asset management

Franklin Templeton reassigns its leadership teams

Franklin Templeton changes distribution leadership teams throughout the UK, Europe, and the Americas (except the US).

Caprock Appoints Former NFL Player To Head Strategic Development

Fowler will serve as a jack-of-all trades in that he will work to recruit both prospective clients and other service providers to work with Caprock

Gorman to Step Down as Morgan Stanley Chairman at End of Year

Gorman's decision to step down after giving up the CEO role in January is seen as a vote of confidence in Pick’s leadership.

Baker McKenzie Expands North America Tax Practice with Addition of Emmanuel Sala in Toronto

He also represents taxpayers at all stages of tax disputes with the Canadian tax authorities.

Northern Trust Names Ryan McCauley Senior Managing Director of the Foundation & Institutional Advisors Practice in the West

Prior to his current position, McCauley served as Regional Director for Foundation & Institutional Advisors in Arizona, Colorado and Texas

Barclays appoints David King as Global Head of Technology M&A

With approximately 25 years of Investment Banking experience, Mr. King brings to Barclays deep client relationships and industry knowledge that will further strengthen the firm’s M&A platform and Technology Investment Banking franchise

$400m Savvy Advisors adds four wealth managers

The new hires are part of a recruiting push that has brought Savvy’s team to 20 people.

Golin promotes Jeff Beringer to chief AI officer

The Golin vet will be in charge of leading the education and implementation of AI in client partnerships and across the agency.

Cetera Announces New Partners at Wilde Wealth Management

Industry veterans Jeffrey Anthony and Jason Fial join Wilde Wealth Management ownership group

LPL Financial Welcomes Auctus Legacy Private Wealth Management

The advisors reported serving approximately $705 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.

America's Most Powerful Banker Prepares His Departure

He is the chairman of the largest US bank and is considered the most influential banker in the States: Jamie Dimon, CEO of J.P. Morgan.

Orion Welcomes Industry Veteran Ron Pruitt to Executive Team

Orion today announced Ron Pruitt as new President of Orion Wealth Management

DriveWealth hires former Morgan Stanley execs

Kyla and Lauren each bring specialized expertise in their respective fields, strengthening DriveWealth’s ability to serve our partners globally and expand our platform at scale to meet their needs.

Head of Stonehage Fleming Corporate Services elected chair of SA Securitisation and Asset Backed Debt Forum

It actively promotes industry knowledge, fosters collaboration with policymakers and regulators, and engages with local and international stakeholders on matters shaping these markets.

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