Managers of Wealth Americas

Hiscox shuffles management team

Richard Watson, current CEO of Hiscox USA, will be returning to the UK as Deputy Chief Underwriting Officer for the Group at the end of his three year term in the US.

Merrill brokers join Raymond James in Tennessee

Advisers Lee Vaughan, John Connelly and James Maddux joined Raymond James in a suburb of Nashville, Tennessee, from Merrill Lynch, where they worked for roughly a decade. The advisers together generated $860,000 in annual production last year.

Citi Closes a Crisis Chapter

Mr. Parsons, 63 years old, told fellow directors on Friday that he doesn't plan to stand for re-election at the annual shareholders meeting set for April 17 in Dallas, the company said.

Baird Boosts Recruiting as Reps Boost Sales 12.5%

The employee-owned broker-dealer now includes about 700 financial advisors, says Matthew Curley (left), national sales director and COO of Baird’s private-wealth management operations.

JPMorgan Trader Mike Stewart to Start Hedge Fund

Stewart, who took over the unit in February 2011, will start the Whard Stewart hedge fund in the second quarter, and members of the emerging-markets trading team that he previously led are expected to join him, the newspaper reported, citing unidentified

Wells Fargo Appoints David Julian Chief Auditor

Julian joined the company in 1997 and most recently served as Head of Market & Institutional Risk, where he established the Corporate Market Risk function and provided leadership to the Counterparty and Country Risk Groups as well as the Credit Basel

Franklin Templeton expands its global capabilities

Casey received a B.S. degree from Washington and Lee University, an M.B.A. from the University of North Carolina, Chapel Hill and a master's of management degree from the University of Dallas.

Optima founder assumes role of CIO

Fabio Savoldelli will be leaving to pursue other interests. Mr. Boardman will remain as the Managing Member of Optima and will lead the Asset Allocation and Portfolio Management Committees.

Boston wealth management firm taps new president

She was most recently a Managing Director at Athena Capital Advisors, a Boston-area investment advisory firm

Wall Street bank APAC equities financing head leaves

The Wall Street bank has replaced Canniffe with Richard Boseley, head of Asia-Pacific equity sales, who has assumed the additional responsibility, the memo and sources said.

PineBridge’s CEO steps down

He spent seven and a half years as CEO of the Asia-Pacific region for BNY Mellon Asset Management

PrivateBancorp names president of personal client services

He holds a bachelor's degree in finance from the University of Illinois Urbana-Champaign. He is a member of the Board of Directors of the Illinois Bankers Association, the Brain Research Foundation's Associate Board and the Rehabilitation Instit

U.S. Bank names market president for Chicago

She replaces Lynn Rosinsky, who has left U.S. Bank.

KPMG Adds to Alternative Funds Team

Holmes has been named Managing Director, Market Development for Alternative Investments.

RBC Dexia snaps up top HSBC SS salesman‎

He succeeds Alex Muto, who is appointed to a new role as Head of Enterprise Transformation.

Raymond James Hires Veteran Merrill Lynch Advisor Team

Raymond James has snagged a four-member financial advisor team with $853 million in client assets from Merrill Lynch.

Fiduciary Trust rolls out key hires

Fowler previously served on the Fiduciary Trust Board from 1993 until 2006 when he joined the firm as a full-time employee responsible for business development.

Hogan Lovells to enter Brazilian market with Rio de Janeiro launch

The decision was announced to partners earlier this month, with former co-chair Claudette Christian - currently based out of Washington DC - set to launch the new office.

Wells Fargo hires JPMorgan energy investment banker

Fornell, 56, joins as a vice chairman and will focus on power and pipeline companies, San Francisco-based Wells Fargo said today in a statement. He was most recently a vice chairman at JPMorgan, where he worked since 1999.

Janney taps new executive from Merrill Lynch

Sargent, who previously was associated with Merrill Lynch for nearly 20 years, will be accompanied in his move to Janney by Christine Lindsay, senior private client assistant. He joins the firm with $250 million in client assets.

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