Managers of Wealth Americas

Ed Nusbaum appointed to second term as global CEO of Grant Thornton

Ed Nusbaum has been appointed for a second term as global CEO of Grant Thornton, it was announced today.

Cantor Fitzgerald Wealth Partners Expands Private Wealth Management Team

They will report to Stan Gregor, President and Chief Executive Officer of Cantor Fitzgerald Wealth Partners.

Morgan Stanley vice chairman of Wealth Management Named Chair of ELC

Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group

Citi loses two veteran executives

As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.

Raymond James Welcomes $1.9 Million Team from UBS Financial Services

Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.

UBS Hires Bank M&A Advisers From Goldman Sachs and Credit Suisse

UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.

Tiedemann Wealth Management boosts Investment Committee

He will play an active role in advising the Firm on investment strategies, allocation and manager selection.

Raymond James Recruits $2.2 Million Advisor from Merrill Lynch

Raymond James recently recruited Senior Vice President, Investments Kyle Gearhart to the Cincinnati, Ohio office of Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial, Inc. – according to T

Atlantic Trust boosts Newport Beach Team

Atlantic Trust, the U.S. private wealth management division of CIBC oday announced that Charles F. Fowler has joined the firm's Newport Beach office as a vice president.

Guggenheim Securities hires tech banker from Evercore

He graduated cum laude from the Stern School of Business at NYU with a B.S. in Finance and International Business.

Morgan Stanley hires advisers from UBS, Wells Fargo

Morgan Stanley's wealth management unit said it hired six financial advisers from UBS and Wells Fargo.

Hartford Funds Names Senior VP, Head of Internal Sales

She most recently was national sales manager of the Merrill Lynch Private Banking and Investments Group.

John B. Veihmeyer Selected Global Chairman of KPMG

KPMG International today announced that John B. Veihmeyer has been selected by its board of directors as KPMG's next Global Chairman, to succeed Michael Andrew who is retiring after serving as Global Chairman since May 2011.

Waverton hires Lazard man for US business

We have looked after US clients for a number of years and are regularly approached by US based advisers, whose clients want to invest in global and European equity mandates.

Wells Fargo Names A New Head of Corporate Supplier Diversity

She will also work closely across the Wells Fargo enterprise to expand the company’s use of first- and second-tier diverse suppliers.

Raymond James Recruits $1 Million Team from Merrill Lynch

Dedrick and Franklin combined have more than 35 years of investment experience and came to Raymond James from Merrill Lynch

The Pagnato-Karp Group boosts Family Office Solutions team

The Pagnato-Karp Group specializes in meeting the unique needs of the nation's ultra-affluent individuals and their families, while overseeing more than $2 billion in client assets.

Brown Advisory appointments new director

The directors of the Company wish to announce the appointment of Pierce B. Dunn as a director of the Company with effect from 26 February 2014.

Private bank Names Chief Operating Officer

A private bank and wealth management company, today announced that Senior Executive Vice President Mike Selfridge has been promoted to Chief Operating Officer.

Cowen's Investment Banking Group Announces Technology Veteran as Strategic Advisor

Cowen Group, Inc. today announced the appointment of technology veteran, Joseph Bronson, as Strategic Advisor to Cowen and Company's investment banking division

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