Managers of Wealth Americas

Lloyd George Management expands Frontier Markets Equity Team

Frontier markets funds gaining traction among institutional investors

Ameriprise hires 30 advisers, ramps up recruiting

The new advisers, brought over since January 3, managed about $1.2 billion in client assets at their previous firms, an Ameriprise spokesman said.

WTAS promotes three managers in San Francisco

Combined, these Directors bring nearly 25 years of experience to the firm. DeHaan's experience includes implementing estate, gift and income tax strategies for complex ultra high net worth family groups and individuals, executives at early-stage comp

UBS hires three MSSB advisers in California

Advisers Shawn Shafer, James Forsyth and Steven Miller are the third team of advisers UBS said has joined from Morgan Stanley Smith Barney since early December.

JPMorgan to Hire in 2012

The bank increased total headcount to 260,157, an 8% increase over the year-earlier period, the bank said in its latest earnings report.

Lazard taps top official as head of restructuring

Lazard managing director Andrew Yearley, 44, will oversee the North American restructuring practice. London-based managing directors Richard Stables, 47, and Laurent Rossetti, 41, will oversee the restructuring group in Europe, the Middle East and Africa.

Wells Fargo seats new head of wholesale internet solutions

Watson joined Wells Fargo in 2002. She served nine years as senior vice president in the Internet Services Group, managing online and mobile payments, fraud prevention, authentication, customer experience and insights, payment and fraud operations.

Large Firms Elect Gregory Fleming to FINRA Board of Governors

FINRA has a 22-person Board of Governors, with 11 seats held by Public Governors and 10 by Industry Governors.

Minnesota Bank hires exec to lead private client services

Prior to joining Minnesota Bank & Trust, Heine spent 20 years in private banking, wealth management and financial services, most recently as a wealth management adviser and vice president at US Bank.

Minnesota Bank & Trust Hires Mary Ann Heine to Lead Private Client Services

Prior to joining Minnesota Bank & Trust, Heine spent 20 years in private banking, wealth management and financial services, most recently as a wealth management adviser and vice president at US Bank.

JPMorgan shuffles management ranks

Barry Zubrow, who runs risk management and was a crucial player for the bank during the financial crisis, will now head corporate regulatory affairs.

Baker & McKenzie scoops Bennett Jones’ tax chair

The 25-year veteran tax practitioner advises public and private corporations on a wide range of tax issues, including inbound and outbound tax structuring, insolvency-related restructuring, M&A, and tax reserves, provisions and opinions.

Celent Names New CEO In Top-Line Management Reshuffle‎

In recent years, he led the team's expansion in North America, Europe, Asia, andLatin America. He joined the firm in 2002.

New Regional Wealth President At BNY Mellon In Private Client Push ‎

He succeeds Joseph Banko, who was also promoted to executive director of market strategy for U.S. Markets East.

First Republic Bank expands New York team

Prior to joining First Republic, he worked for BNY Mellon Wealth Management

What Do Lawyers and Bankers Have in Common? They Lost Jobs in 2011

In 2011, finance, insurance, and law were the three primarily white-collar professions that managed to shed workers, even as the rest of the economy trudged forward through a slow recovery.

Baker & McKenzie beefs up tax practice

The firm, which – unlike some other U.S. heavyweights with Toronto offices – actually practises Canadian law here in addition to U.S. law, has been quietly adding new talent to its roster in recent months.

BNY Mellon taps US government for wealth post ‎

He will be responsible for strengthening the company’s client relationships with government entities across the U.S., BNY Mellon said in a statement.

RBC targets US clients with Barclays Wealth hire

She will work with advisers in the UK and build relationships with high net worth individuals with links to the Greater New York and East coast areas.

First Republic Bank taps industry veteran for top role

First Republic Private Wealth Management provides customized wealth management solutions, including trust, investment management and brokerage services, to high net worth individuals and families, foundations, and endowments. First Republic Private Wealth

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