Managers of Wealth Americas

Glue42 appoints Chief Revenue Officer

Simplifying the desktop and supporting specific user workflows is a critical element of the Glue42 platform.

Rockefeller Global Family Office expands team

“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”

Deutsche Bank Continues Wealth Management Expansion

We continue to hire top industry talent as we grow our presence in key markets in the Americas.

Merrill Lynch team managing $220 million moves to Janney

Four-adviser group in Lewes, Del., operates as MCH Wealth Management

Citigroup beefs up investment banking team

The hirings come less than a year after Citigroup combined its corporate lending and mergers-and-acquisitions advisory business with its unit that helps clients raise debt and equity.

Bank of Montreal hires wealth management veteran

Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement. She’ll be based in her native Chicago.

Wells Fargo Nabs FAs from Merrill Lynch and Morgan Stanley

In addition, Leo Robinson, an 11-year veteran of Morgan Stanley, has joined Wells Fargo Advisors in Boston as a managing director, according to AdvisorHub, which cites BrokerCheck.

Bank of Montreal hires wealth management veteran

A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a

$10bn broker-dealer launches Miami offshore business, hires Citi vet

The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.

Fieldpoint Private Strengthens Palm Beach Presence

Robert McCabe will lead growth initiatives in South Florida

Wealth management firm aims to raise $100M to invest in other companies

Venturi practices ‘farm-to-table’ investing

AIG restructures reinsurance business under new leadership

He will oversee implementation of AIG’s assumed Reinsurance strategy with a focus on continuing to develop, market and deliver innovative reinsurance and capital market solutions to clients on a global basis.

BNY Mellon’s Piers Murray leaving amid bond trader exodus

The bank has been reducing staff this year as trading and sales desks across Wall Street have struggled to make money and amid a broader cost-cutting effort by CEO Charles Scharf.

J.P. Morgan Asset Management CEO to retire

A company spokeswoman confirmed Tuesday evening that Mr. Willcox would continue to run the business until the transition of responsibilities to Mr. Gatch at the end of the year.

Kathryn Collings Joins Focus Partner Firm The Colony Group

Collings has joined Colony as a Senior Wealth Advisor

Lazard Asset Management Adds Quant Team

The $229 billion asset manager has brought in a team of four from a systematic hedge fund focused on U.S. equities.

JMP Group Announces Addition of Raj Dayalan to Investment Banking Division

He has transaction experience spanning Internet, software, and payments—three sectors we see increasingly converging as our corporate clients pursue their strategic initiatives.

Barclays Appoints Daniel Zimbaldi as a Managing Director in Financial Institutions Group (FIG) M&A

Selected notable transactions that Mr. Zimbaldi has been involved in include advising Fiduciary Network on its sale process

Holland & Knight adds to private equity team in Miami

He has outstanding private equity transactional experience, especially in the healthcare industry, and a talent for leading complex deals for highly regarded firms.

Brazil development bank chief quits, fuelling political crisis

"Government is like this, it can't have suspicious people" in important positions, Bolsonaro told reporters.

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