Managers of Wealth Americas

Merrill Gets Flexible to Woo Top Talent

Brokers now have more bargaining power if they choose to change firms, recruiters say

RiverPoint Capital Management Expands Leadership Team

The promotions fall on the heels of the firm's 10-year anniversary and are intended to position the firm for future success over the next 10 years and beyond.

Baird hires branch manager from UBS in Minnesota

Karen Heintz joined Baird on Thursday from the St. Paul branch of UBS

Brevan Howard hedge fund hires Credit Suisse traders: report

Carson ran Credit Suisse's U.S. dollar swaps desk, according to the Bloomberg report.

KPMG Expands Corporate Finance Team

"We're extending our depth of talent along key industry segments where we see continued trends toward transformation and change such as healthcare, technology, energy & infrastructure and real estate,"

Wells Fargo hires ex-Merrill director for Abbot Downing business

He will oversee the delivery of asset management, banking, planning, trust and fiduciary, and family dynamics services through dual offices in New York and Philadelphia.

BNY Mellon adds to New York wealth management team

He brings Nearly 30 Years of Experience to the Tri-State Private Banking Group

Bank of America names new president for Michigan

As state president, Elliott will serve as the company's enterprise leader in Michigan

Raymond James Snags Wells Fargo Adviser

A 25-year industry veteran he began his financial services career at A.G. Edwards and remained with the firm as it transitioned into Wachovia, and later Wells Fargo.

Signature Bank appoints new private client banking team

Signature Bank has announced the appointment of a new private client banking team that joined its Garden City, Long Island, New York office.

Fund manager jumps to Eaton Vance for new multi-sector fund role

She joins Eaton Vance from Loomis, Sayles & Company, where she was a vice president and portfolio manager for the fixed income group. She has 28 years of investment experience as a portfolio manager and trader.

Brown Advisory Hires Wells Fargo Head of Sales and Trading

Appointment Extends the Firm's Leadership and Expertise in Managing Private Client Portfolios

Visa Names Former JPMorgan Chase Retail Head as New CEO

Prior to that, he served as CFO of Bank One from 2000 to 2002 and spent 13 years at Citigroup and its predecessor companies.

Private Ocean Brings a New Advisor on Board

He has served as an advisor to small and middle market business and high net worth individuals in the areas of tax planning, wealth management, accounting issues, succession planning, real estate investments and strategic planning.

Morgan Stanley Rainmaker Leaves for Merrill Lynch

A spokesman for Merrill Lynch said that Ms. Rothstein and her team joined the firm on Friday.

Evercore Wealth Management boosts team

He is based in San Francisco and reports to Iain Silverthorne, a Partner and Wealth Advisor at the firm.

Merrill Grabs Morgan Team Managing $2.5B

Merrill Lynch Wealth Management has snapped up a Morgan Stanley advisor team managing about $2.5 billion in client assets to its Private Banking and Investments Group.

Olivetree Financial Group Appoints David Bell as CEO of its US Business

will be responsible for spearheading Olivetree's continued growth in the US with a particular focus on Olivetree Solutions' OTAS platform to US-based buy-side institutions, including asset managers and hedge funds.

BofA Merrill Lynch Taps Glenfield To Lead Alternative Investments Group

Glenfield will report to Andy Sieg, head of Global Wealth & Retirement Solutions

Credit Suisse, UBS could cut a total 7,000 jobs

UBS is to cut 3,000-5,000 jobs as part of cost-saving measures to offset falling profit, while rival Swiss bank Credit Suisse may announce 1,000-2,000 cuts, Der Sonntag newspaper reported.

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