Managers of Wealth Americas

Bank of America appoints two banking execs to head up EMEA ESG council

The executives will run the EMEA ESG council at Bank of America aimed at minimising its climate impact and supporting clients in their low-carbon transition.

Wealth group Mason Stevens mulls sale, float; hires Bank of America

The company, run by Vincent Hua, has grown to have about $7 billion in assets under management, sources said, and made a $9.8 million profit last year according to accounts filed with the corporate regulator.

RBC Promotes Virtual Hiring Wiz to Head of Recruiting

Dolan replaces Kristen Kimmell, who took over the role just two years ago and has left the Minneapolis-based firm after more than 27 years, according to an RBC spokesperson.

Options Solutions Appoints Advisory Board

The Advisory Board members are distinguished practitioners who have played key roles in the development of the stock and options markets and the asset-management industry.

Accelerated Wealth Advisors welcomes Mackenzie Bekeza, CFP®

CERTIFIED FINANCIAL PLANNER™ will help clients achieve their retirement goals.

Ruth Jacks Named Data and Transformation Leader for Wells Fargo Commercial Banking

25-year banking veteran to lead data strategy transformation and client experience

Broadridge Further Strengthens Capital Markets Team

Industry veteran to lead front-office trading solutions

JPM Asset Management appoints offshore sales manager

Offshore client advisors Estefania Chuecos and Carlos Brussa have also had their client coverage in the US expanded.

Latham Adds Partner to Capital Markets and Public Company Representation Practices

She brings experience across a wide range of capital markets transactions and securities and corporate law matters.

Former Wirehouse Advisor Joins Commonwealth Affiliate Waypoint Financial

Fuller brings with him total account assets of more than $75 million.

Michael Carter Joins Truist Securities to Lead Investment Banking

He is highly respected in the finance community and a high-caliber professional well suited to leading our continuously expanding corporate and investment banking team

Pension & Wealth Management Advisors Adds Serpa as Managing Partner and Co-President

He has worked with both large multi-national clients and the private industry.

Richardson Wealth Announces New VP, Practice Growth & Execution to Support Ambitious Organic Growth Objectives

Christina has extensive experience working with advisors and an impressive track-record delivering bottom line results.

Wilmington Trust Hires Bobby Weil for Growing U.S. Loan Agency Business

With almost 20 years of experience in the financial services industry, Weil most recently served as a Senior Sales Executive at FIS Global.

Mike Branca Joins Regions Bank to Lead Total Rewards

Branca has spent his entire 31-year career in financial services

AMP announces appointment of AMP Capital CEO

Shawn has managed a joint venture holding of boutique asset management firms across North America, the UK, Europe and Asia,

Fortis Financial, Inc. and Fortis Private Bank Announce the Appointment of Brian Lilly to the Board of Directors

In this role, he provided strategic guidance during the historic geographic split of the organization, resulting in two multibillion-dollar publicly traded banks on the NYSE.

CI GAM names first head of investment management

Firm recruits accomplished professional with diverse international experience in asset management modernization push

Bank of America names senior bankers to lead new ESG group

The asset management community is also upping its focus in the area.

Fired by UBS, Top Park City Broker Lands at Former Colleagues’ RIA

The termination occurred April 19, although UBS filed the U5 notice with the Financial Industry Regulatory Authority on May 19, following a 30-day window that the regulator allows to give lawyers for the broker and firm time to negotiate the language.

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