Managers of Wealth Americas

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.

People Moves

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

Charles Stanley Investment head Ian Sackfield steps down

Brown Advisory Hires New Head Of Impact Investing & Advice

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

PNC Names Head of Corporate & Institutional Banking

Comtech Appoints Interim Chief Executive Officer

Nomura-Backed Corinthia Hires Private Credit Team From Barings

Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office

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

New CIO for Ascot’s US business

EMEA multi-asset chief exits Neuberger Berman for Mercer role

Syncro Appoints MSP Veteran Tim Lasonde as New Channel Chief

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

Deepwatch Appoints Bill Phelps to its Board of Directors

3M hires outsider Bill Brown as CEO, shares jump

$4.1bn Avior Wealth Management pursuing capital raise

Pierre Osterrath Appointed Chief Country Officer for Societe Generale Canada

BNY Mellon Wealth Management Appoints Sinead Colton-Grant as Chief Investment Officer

Apex Group boosts regulatory consulting service with enhanced team

American Bank Welcomes Jon Morgan to Austin Team