Managers of Wealth Americas

Raymond James Names Paul Shoukry to Succeed Reilly as CEO

The leadership changes are part of a “multi-year succession planning process,” the company said.

Chubb Launches Global Transactional Risk Platform to Grow its Footprint Internationally

Appoints Josh Cowen Senior Vice President, International Transactional Risk

RBS International completes Institutional Banking leadership team

The new Customer Goals team has been formed to better support RBS International’s institutional clients through improved on-boarding processes, service journeys and propositions.

Golden State welcomes John Zamboanga and his new financial firm, Tri Valley Wealth Management

At Golden State, we strive to assemble an exceptional community of advisors who are committed to helping their clients achieve financial success and reach their retirement goals

$30bn Colony names new wealth management president

Sheila Ryan will oversee the Focus Financial Partners affiliate's 175 advisors.

Butterfield Appoints General Counsel Following Retirement

Given his relevant and extensive experience advising banks on legal and regulatory matters, Simon is a valuable addition to the Group.

Morgan Stanley names Jeff McMillan first firmwide head of AI

McMillan previously headed up the analytics, data and innovation unit within Morgan Stanley’s wealth management division

Goldman Sachs MD that left for hedge fund Bridgewater Associates comes home

Due to Dalio's departure, the culture at Bridgewater was already moving away from its divisive "radical transparency"

Charles Stanley Investment head Ian Sackfield steps down

After 25 years in senior roles, Sackfield takes a backseat, handing the reins to David Pederson.

Brown Advisory Hires New Head Of Impact Investing & Advice

Her background spans both private and public

UBS LatAm advisor joins Northern Trust in new int’l biz dev role

Bryant Diaz oversaw more than $220m in client assets while at UBS in Panama and will now be leading Northern Trust's wealth asset gathering efforts in Latin America.

PNC Names Head of Corporate & Institutional Banking

Thomas succeeds Lyons in the role, after Lyons was appointed president Feb. 20, 2024.

Comtech Appoints Interim Chief Executive Officer

Mark Quinlan Named Chair of the Board

Nomura-Backed Corinthia Hires Private Credit Team From Barings

Corinthia is hiring Ian Fowler and Adam Wheeler, among others

Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office

Seasoned Wealth Management Veterans Maris A. Ogg, CFA, & Jeffrey M. Bagley, CFA, CFP® Bring Decades of Experience and Expertise in Cultivating Long-Lasting Client Relationships Throughout Philadelphia’s Main Line

ETF Veteran Jon Maier Joins J.P. Morgan Asset Management

Will lead new ETF Insights program

New CIO for Ascot’s US business

In his three decades as an insurance IT professional, Andrew has proven himself to be an effective and respected leader with deep technical knowledge and experience

EMEA multi-asset chief exits Neuberger Berman for Mercer role

Asset allocation specialist Niall O’Sullivan returns for a second stint with the international consultancy firm.

Syncro Appoints MSP Veteran Tim Lasonde as New Channel Chief

Ian Alexander Remains with the Company as Strategic Advisor

Alliant Insurance Services Adds Willy Hammond to Private Client Loss Control Department, Further Cementing Their Leadership in the Space

His addition will bolster a division that already leads the way in dedicated loss control, a critical component of today’s insurance market.

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