Managers of Wealth Americas

Pallas Capital Welcomes Emily Richard, CFA -- A Rising Force in Next-Gen Wealth Management

Pallas Capital is prepared to empower Emily with valuable resources and growth opportunities, propelling her career further in the industry.

J.P. Morgan Hires Wells Advisor Managing $533M in Palo Alto

Pourya Naeimi joined the bank’s traditional brokerage unit, J.P. Morgan Advisors, on September 4 along with client associate Brian Hackmeister

Juliana Herrmann Joins UBS International to Strengthen Its Business with Latin American Clients

Prior to joining J.P. Morgan's private banking business, she worked for over a decade in its Latin America Investment Banking division.

Michael Baker International Names Subrata Saha VP, Data and AI

Experienced technology executive to lead enterprise data and AI strategy, advancing firm's AI-native vision and data-driven future

Citi Private Bank hires Radzinski from Bank of America

Radzinski will join from Bank of America, where she was a managing director at the private bank advising families, private foundations, universities and faith-based organizations.

Flagstar Bank Extends West Coast Footprint with Strategic Los Angeles Hires

Strategic hires across Commercial Real Estate, Specialized Industries & Capital Markets, Corporate & Regional Commercial Banking, and Private Banking signal the institution’s growth

HSBC Private Bank appoints Global Head of Family Offices and Head of US Private Bank

Both Hannes and Cayman will report to Ida Liu, CEO of HSBC Private Bank.

bolttech appoints new CEOs for APAC and North America businesses

Butler brings more than two decades of experience spanning insurance, banking and retail sectors across Asia and Europe.

Stephen Nash joins Clear Street as chief business officer

Nash spent nearly nine years at DriveWealth, most recently as Chief Commercial Officer, leading global commercial strategy for the brokerage-infrastructure platform that lets banks, fintechs and financial institutions offer investing to their customers.

GoldenTree Asset Management Hires Chief Financial Officer

Ms. Conti joins GoldenTree from Sculptor Capital, where she served as Executive Managing Director and Chief Financial Officer and was a member of the firm’s Partner Management Committee.

Suntera Global Appoints Bahamas Managing Director

In his new role, Toni will take on responsibility for running operations and driving new business opportunities for the Bahamas office

Merrill Lynch Poaches Morgan Stanley, Truist, Wells Advisors with Combined $1.8B

In a day of recruitment wins, Bank of America’s Merrill Lynch announced the addition of an advisor team from Morgan Stanley and solo advisors from Truist and Wells Fargo.

Glenmede Continues Its Investment in Talent to Support Strong Client Growth

Additions expand senior leadership and deepen client expertise across key markets

LAVA launches first, fully integrated US office as international expansion begins

We've talked a lot about the recent influx of US investor interest in the UK's most dynamic sectors, so it had become pretty apparent that building LAVA US was the best way to keep bringing our clients and partners

UBS Recruits 3 Advisor Teams of Combined $2.6B in Client Assets

The advisors join UBS from competitors Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management footprint in North America.

TD Bank COO leaves after less than a year in the job

He has also worked for Barclays and Citigroup.

Conduit Re names three senior property underwriters from PartnerRe

Their broad expertise in the property reinsurance market will be invaluable as we execute on our underwriting strategy.

Tory Sherman joins Truist Wealth as Wealth Brokerage national director

Industry veteran tapped to accelerate Wealth Brokerage growth

Scotiabank welcomes Ralph Hamers to its Board of Directors

Ralph is a highly respected global banking leader with significant experience guiding complex financial institutions through periods of change

Conduit Re Announce Three Appointments

We are delighted to welcome Aaron, Mark and Dacotah

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