Managers of Wealth Americas

Morgan Stanley nabs $1.75 mln Florida broker from UBS

The broker tug-of-war between Morgan Stanley and UBS Wealth Americas in Florida continued this month as veteran adviser David Behar jumped to Morgan Stanley after nine years with UBS.

Private Client Reserve names Kramer market leader

U.S. Bank Wealth Management has named Alex Kramer its Milwaukee market leader for the Private Client Reserve of U.S. Bank.

Carlyle recruits JPMorgan top executive to be co-president

He's a highly talented executive and has been an integral part of our management team, as our CFO for six years and as co-CEO of the CIB.

Willis appoints new CFO with HSBC hire

Earlier in his career with HSBC Holdings, John was CFO for HSBC Insurance and CFO for the Consumer & Mortgage Lending business.

Tech Specialist Leaves Deutsche Bank

Deutsche Bank’s fund-administration business has lost a key executive. John Wallace, a managing director who formerly co-headed the alternative fund services group.

Nathanaël Benzaken appointed chief executive officer for Lyxor in the U.S.

Asset management firm Lyxor Asset Management on Thursday announced two senior management appointments within Lyxor AM Inc. The appointments will be effective in August this year.

Cohen’s SAC Hires CIA-Backed Palantir to Strengthen Surveillance

SAC was set to name an independent compliance consultant who will be approved by the government, according to prosecutors

Vontobel hands equity star Jain new senior role

Vontobel Asset Management has named Rajiv Jain as co-CEO of its New York-based quality growth equity boutique, the Swiss group has announced.

President of Apollo Global to Step Down

Marc Spilker, the president of Apollo Global Management, plans to leave the giant private equity firm

J.P. Morgan hires managing director for global alternative-beta strategies

Soheil Galal joined J.P. Morgan Asset Management as managing director and global client portfolio manager within the firm’s asset management solutions-global multiasset group.

Jefferies Appoints Forest City Ratner CEO Gilmartin as Director

He will be an independent director, Jefferies said today in a statement.

Kathleen Kennedy Townsend Named to NewTower Trust Company's Board of Directors

NewTower Trust Company announced today that the Honorable Kathleen Kennedy Townsend has joined its Board of Directors.

Bill Thomas appointed Chair of KPMG Americas Region

The role had been held by KPMG in the US Chairman and CEO John Veihmeyer, who was recently appointed as KPMG's Global Chairman.

Deutsche Asset & Wealth Management Expands Private Client Team

Deutsche Asset & Wealth Management has hired a Regional Executive and a Client Advisor in Greenwich to broaden its distribution of wealth planning advice and investment solutions to wealthy individuals and families.

BlackRock Hires JPMorgan’s Jones as Stock Investment Chief

BlackRock Inc. hired JPMorgan Chase & Co. Christopher Jones as chief investment officer for stocks in the Americas as the world’s biggest money manager seeks to bolster its active equity business.

Santander Names Head of Seafood Industry Banking

His responsibilities include execution of the bank's market expansion strategy for the seafood industry across the United States and Canada.

Manulife names Managing Director, Portfolio Specialist, U.S. Equity

Manulife Asset Management has named Michael P. Evans, CFA, as a Managing Director, Portfolio Specialist, with a primary focus on the firm's U.S. equity teams.

Head of prime brokerage at Bank of America to leave

"Financing and prime brokerage services are an integral part of our client offering, and we have made substantial progress adding clients and balances in the last several years," said Mike Stewart at the time.

Cleary Gull names new president

I am pleased we continue to build the right team and infrastructure at Cleary Gull to serve our clients for years to come

JMP Group appoints to investment banking division

He will focus on the biotechnology, pharmaceutical and specialty pharmaceutical industries.

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