Managers of Wealth Americas

Oppenheimer Expands Its Global Investment Banking Capabilities with the Addition of Martin Chamberlin

Highly experienced, London-based banker to lead firm's newly established Healthcare M&A practice

RBC appoints co-heads of real estate investment banking

The appointments were effective in May

Northern Trust Asset Management Names Head of Strategic Accounts, Intermediary

He holds a key leadership role on the team responsible for deepening client relationships, expanding market presence

Macquarie Capital expands Software and Services coverage and advisory with senior appointments

Mr. Fiore will lead Cybersecurity coverage; Mr. White is joining to lead Macquarie Capital’s newly created Mortgage Technology (MortgageTech) coverage, supporting the existing Property Technology (PropTech) team.

Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales

Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the largest institutional defined contribution plan sponsors.

JPMorgan payments boss Georgakopoulos quits

During his tenure, the business has become one of the firm’s biggest growth engines

UBS Hires Financial Advisor Mariam Adams

She advises clients about financial planning, investment management, inheritances, estate planning and charitable giving.

Maples Group Appoints Suzanne Correy and Finn O'Hegarty as Co-Heads of Latin American Practice

As long-standing and highly experienced members of the Latin American practice, Suzanne and Finn now lead the dedicated Latin American team at "the most sought-after offshore firm for Latin American work"1.

RBC Wealth Management adds $855M team in New Jersey

The team, led by Michael Taggart, will join RBC’s Florham Park office.

Northern Trus Names Chandra Dhandapani To Board Of Directors

She brings a deep range of technology, management and financial industry experience to Northern Trust

SLK Private Wealth embraces team with over $300m in client assets

SLK Private Wealth is introducing a team with over $300m in total client assets.

State Street Appoints Taryn Siglain as Global Head of Financing Solutions

Gino Timperio to retire at the end of June following 35 year career with the firm

BNY Mellon hires head of sales and relationship management

Effective June 3

Merrill Lands J.P. Morgan Private Bank Team in California

Private bankers’ assets include bank funds, loans and other assets that are difficult to transfer or compare to traditional brokers.

Jennifer Garbowicz joins BNY Mellon Wealth Management as market president for West Florida

In this role, she will be responsible for implementing investment and wealth management services for clients in Tampa, Naples and Winter Park, including individuals, families, business owners and family offices.

Morgan Stanley PWM beefs up HK team with HSBC and UBS hires

The US private bank has hired a senior sales manager and a discretionary fixed income business head in Hong Kong, as part of an ongoing hiring drive in the last 12 months.

UBS announces changes to Group Executive Board

The next significant milestones in UBS’s integration of Credit Suisse are the merger of UBS AG and Credit Suisse AG

Campbell Private Wealth Management of Midland, Texas, Joins the Ashton Thomas Private Wealth Network

The Ashton Thomas Private Wealth Network is geared toward successful advisor teams who want to maintain autonomy in their brand, but who also value the functional support of a large firm ecosystem

UBS Cuts 35 Employees at Latin American Wealth-Management Unit

The Swiss bank recently announced the departure of Sylvia Coutinho

Richardson Wealth Appoints Derek Perritt As Vice President, Wealth Panning And Solutions

As we pivot toward accelerating growth, this appointment is a testament to our advisor-centric culture.

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