Managers of Wealth Americas

$1.8 Billion Team Joins UBS Private Wealth Management in South Florida

Based in UBS’s Miami office, the team will report to Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management.

Advisor Group Welcomes Two Pennsylvania-Based Wealth Management Practices With Total Assets Of $323 Million To Its Platform

GL Capital and East Coast Advisory Join Advisor Group through Subsidiary Triad Advisors

Wealth Management Team Led by Ed Wentzheimer Joins First Republic in New York

They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Milford Resident Named Marketing Director Of Connecticut Wealth Management

“His deep knowledge within our industry, along with his strategic and digital marketing expertise will greatly enhance and amplify both our existing and future client relationships.”

iCapital Network® Expands Data Security Leadership with Veteran Chief Information Security Officer

Senior security executive will expand upon Capital’s comprehensive information security and IT risk management program to support iCapital’s continued growth

Richardson Wealth appoints Vice Chair

Manjuris has almost three decades of senior leadership experience in financial services, including serving as Global Head, Full Service Investing BMO, then Vice-Chairman, BMO Nesbitt Burns for over a decade.

Gil Baumgarten, President of Segment Wealth Management, accepted into Forbes Finance Council

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms

GenTrust adds to New York wealth adviser team

Jim Besaw, co-founder and Chief Investment Officer, is also looking forward to working with Mimi again, having previously worked together at Barclays.

Manulife Investment Management appoints head of high-net-worth strategy for private markets

Commits to product innovation and offering to broader distribution and investor base

Asset Strategy Consultants Deepens Investment Office and Private Wealth Services

Juan M. Buendia joins as Senior Client Advisor to Institutions and Families

Mirova appoints proxy voting and engagement lead

Lindsey Apple will collaborate with portfolio managers and management on voting and engagement decisions in US and Europe

Citigroup Names Head Global Wealth Management

The promotion comes as the bank also named new regional wealth-management heads.

Withers welcomes experienced wealth planning advisor in San Francisco

Christine has nearly two decades of experience advising high net worth individuals on wealth, estate planning, succession and philanthropy matters.

Wells Fargo Sees More Financial Advisors Walk Out the Door

The latest quarter’s decline stemmed in part from early departures of advisors focused on international clients, the bank said in an email statement.

Citi expands global CIO and investment head’s remit amid restructure

Global private bank unveils series of senior management changes as part of plan to better focus on servicing wide array of clients.

Robertson Stephens appoints industry veteran Chief Marketing Officer

LPL veteran brings versatility and additional depth to management team, with a focus on lead generation and client engagement

Blackstone Hires Managing Director

BXG has already made significant investments in fast-growing European companies

Q Wealth unveils new COO

C-suite hire announced, along with three new additions to senior management team

State Street Appoints A Newly Created Leadership Role

Her role as COO, Renee held roles as CFO of Wealth Management, and as a director at BNY’s custody arm, Pershing.

Schechter Investment Advisors Adds a Senior Investment Advisor

Third-generation firm, with over $1.5 billion AUM, deepens breadth of investment expertise with addition of senior alternatives professional

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