Managers of Wealth Americas

Threadneedle to rebrand on major investment merger

Threadneedle Investments is to rebrand following the merger of its investment capabilities with US-based sister company Columbia Management.

UBS retail sector banker jumps to Morgan Stanley

Another senior UK investment banker is to depart from UBS adding to a string of recent resignations as the Swiss bank shakes up its European advisory business.

BNY Mellon Investment Boutique Names Max Guimond Solutions Strategist

Guimond will oversee the implementation of completion strategies that utilize cash

Former SEC Chief Accountant Jaime Eichen rejoins EY

She also worked in EY's Professional Practice Group where she assisted in providing technical consultations to the asset management practice

HighTower Builds TCR Wealth Management Team

“HighTower offers us an unprecedented opportunity to build a team with the support of an innovative, sophisticated platform and a brand that stands for transparency and integrity,” said Mr. Rundella.

Carson Wealth Shakes Up Executive Management

The changes allow the firm to focus on a number of strategic projects, including a significant expansion into the Canadian financial services market.

Focus Financial firm lands broker who managed $200 mln in assets

She joined the firm and Focus' network to gain access to a broader financial platform and more business support than she had at MTX.

RBC Picks Fields to Head North American Fixed-Income

Royal Bank of Canada, the largest arranger of Canadian corporate bonds, appointed Jeff Fields to head its North American fixed-income and currencies sales team as it seeks to expand its presence in the U.S. debt market.

Nuveen Asset Management Hires Evan Inglis

Nuveen Investments, a leading global provider of investment services to institutions as well as individual investors, is pleased to announce that its Nuveen Asset Management affiliate has hired R. Evan Inglis to serve as Senior Actuary within its Institut

Biltmore Capital Names Finance Expert Dr. Donald R. Chambers Chief Investment Officer

We are thrilled to have Dr. Chambers, a prominent expert, professor and author of numerous books about investing

VisionQuest Promotes Nick Kolbenschlag and Pilar Hernandez

Successful families and individuals rely on VisionQuest’s planning and wealth management proficiency in seeking to preserve, diversify, and grow their wealth; institutional investors seek out VisionQuest for its asset management expertise.

BNY Mellon appoints Bill Burnett to wealth management team

Burnett will report to Managing Director Luis Castellanos.

BNY Mellon hires former IRS commissioner

Dan Kramer Named Executive Vice President of Client Service Delivery

Marathon Asset appoints Jamie Raboy as partner

Investment advisor Marathon Asset Management L.P., said it has appointed Jamie Raboy, its global head of risk management, as partner.

Guggenheim hedge fund stumbles, layoffs follow

Guggenheim Partners has slashed personnel at an internal hedge fund that hasn't lived up to its big expectations.

AssetMark Appoints Jason Thomas as CEO and Chief Investment Officer of Savos Investments

In his new role, Dr. Thomas will oversee all research, portfolio management, and business activities at Savos.

United Capital Acquires $185 Million Team

The acquisition helps United Capital expand its presence in California. Rayner & Haynor will become United Capital’s 11th office in the state.

Leading Chicago-based Institutional Consulting and Private Wealth Management Team Joins Graystone Consulting

Both women share a previous working history at The Northern Trust Company

Sterne Agee Expands Financial Institutions Group

Peter Majar, Ben Holman Join New York, St. Louis Offices, Continue Growth Trend

Raymond James hires two advisers from BNY Mellon

A spokeswoman for BNY Mellon confirmed Ifert's departure.

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