Managers of Wealth Americas

Securities America Adds Two Advisor Groups and $3.5 Billion Assets

Two more super OSJs leave NPH for a subsidiary of Ladenburg Thalmann Financial Services.

HSBC Mexico hires Invex fund selector

HSBC has strengthened its Mexican asset manager with the hire of a local fund selector.

Northleaf hires Vision Capital’s Matt Shafer to lead NYC office

Canadian private-markets investor Northleaf Capital Partners has hired Matt Shafer as a managing director on the firm’s private equity team.

Alvina Lo Joins Wilmington Trust as Chief Wealth Strategist

"She has a great understanding of the unique challenges and strategic opportunities that high-net-worth clients face and a proven track record of delivering excellence."

HSBC’s embattled markets business hired a new head of compliance from Cantor

This is the second setback for HSBC in the past six months.

Chubb Names Michael Smith Chief Claims Officer

Frank Lattal, Senior Vice President, Chubb Group, to Manage the Company's Largest, Most Complex Claims

BTIG Names Matthew Partain Head of Prime Brokerage Sales

BTIG offers solutions for hedge funds, family offices and separately managed accounts

Vancity Community Investment Bank announces Jay-Ann Gilfoy as new CEO

Jay-Ann replaces VCIB acting CEO Lisa Coltart, who will be returning full-time to her role as senior vice-president of enterprise services at Vancity.

Stone Investment Group Limited Announces Management Change

In the near term, the President’s responsibilities will be assumed by Founder and Chief Executive Officer, Richard Stone.

Och Ziff energy equity MD leaves for fund

Pattyn had been at Och-Ziff for nearly 11 years and was formerly an analyst at Morgan Stanley.

Peter Brundage Joins Evercore as Senior Managing Director in its Advisory Practice and will Establish Dallas Office

Mr. Brundage has a BA from the University of Virginia and an MBA from The Tuck School at Dartmouth College.

Lazard Asset Management Hires International Equity Value Team

Expands International Equity Platform with New Unconstrained, Concentrated Value Strategies

Wells Fargo AM appoints Global Head of Research, Multi-Asset Solutions Team

Before joining the investment industry, he was a postdoctoral research fellow at the Harvard Graduate School of Business.

Former CEO of Credit Suisse Americas takes reigns at Och-Ziff

The company’s share price climbed 5.22 percent to $2.42 late Tuesday afternoon.

Temenos names Emily Steele president for North America

A seasoned executive in the North American market, Steele previously served as Temenos’ Chief Operating Officer (COO) in the region.

Franklin Templeton taps CIO of emerging markets equity

Mr. Sekhon will oversee investment of $45 billion in emerging markets equity assets

KeyCorp Names Clark Khayat Executive Vice President and Chief Strategy Officer

In this role, Khayat will be responsible for corporate strategy, mergers and acquisitions, and strategic investments.

Andersen Tax Announces New Seattle Office Managing Director and New West Coast Regional Managing Director

Andersen Tax is pleased to announce Lance Lamprecht as Office Managing Director of Andersen Tax’s Seattle location and Susan Swartz as Regional Managing Director of Andersen Tax’s West Region, both effective January 1, 2018.

JPMorgan promotes Pinto and Smith, fueling race to succeed Dimon

While their names have been mentioned before as potential successors to Chief Executive Officer Jamie Dimon, their elevation is the clearest signal that planning is actively under way for when he steps aside.

Ex-RBC wealth mgmt chief Taft joins Baird as vice chairman

Taft said in an interview he will bring his recruiting experience to Baird’s wealth business, but that the firm is not about to launch a big hiring push.

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