Managers of Wealth Americas

Steve Clifford joins Carofin as Managing Director

Representing a further expansion of the investment bank’s sales management team

$900bn private markets firm Hamilton Lane hires LatAm wealth head

Sebastian Ochagavia has joined the group from third-party marketer Davinci Trusted Partner.

BNP Paribas Exane Grows Global Team with Five Senior US Analyst Appointments

BNP Paribas Exane has been ranked the #1 industry research provider in Europe

Baillie Gifford Scottish American manager steps down from trust

Focusing on other roles at the firm

Wealth Solutions Report Names Veteran Journalist Jeff Berman Contributing Editor

Addition Of Seasoned Wealth Management Industry Reporter Reflects Digital Outlet's Robust Growth And Commitment To Delivery Of High Quality, Insights-Driven And Objective Editorial Content

Hines Hires Former Head of Carlyle Private Wealth

Experienced leader tapped to build out firm’s growing global private wealth solutions platform

Former Blackrock Exec to Head Private Markets for Manulife IM

Valentine Andrews and her team will work with Manulife IM’s global product group and business leads

$2 Billion Advisor Team Joins UBS in Paramus, New Jersey

The team will be located in the Paramus, New Jersey Private Wealth Management office of UBS, managed by Market Director Adam Kamm.

Merrill Signs JPMorgan Private Banker Managing Nearly $9 Billion in Los Angeles

The move does not appear to reflect a change in recruiting strategy at Merrill

Mercer Adds to Its M&A Teams

Mercer hires executives from NewEdge Advisors, LPL Financial, Charles Schwab and others.

Stifel Independent Advisors Adds Teams from Wells Fargo, LPL Financial

The hybrid platform welcomes teams overseeing $985 million in Washington and Illinois.

Shaw and Partners lifts advisers from Morgan Stanley’s wealth unit

Street Talk understands Shaws has signed on three more MSWM advisers.

Oppenheimer Further Expands Public Finance Banking Team with Appointments of Kristin Stephens and David Moffett

New York and Atlanta-Based Senior Hires Follow the Recent Recruitment of Their Colleagues and Oppenheimer's Newly Named Head of Public Finance, Elizabeth Coolidge, and Builds on Oppenheimer's Growth in the Space

Cybersecurity expert elected to AIG board of directors

His military career includes 30 years in the US Air Force and Air National Guard

David Key Named Houston Market Leader for PNC Private Bank

With three decades of experience, Key has demonstrated consistent success for wealth management and investment advisory clients.

Citizens fast-tracks wealth and private bank growth with new hires, office

Regional bank stocks have been roiled in recent days after New York Community Bancorp posted a surprise quarterly loss. T

Top-performing JPMorgan American’s Parton to depart soon

Fund manager Timothy Parton is about to retire and hand the investment trust’s growth sub-portfolio over to co-manager Felise Agranoff.

Angeles Wealth Management Appoints Managing Director, Capping the Sixth Straight Year of Strong Growth

Nott brings more than 15 years of wealth management experience, adding to the firm’s comprehensive private wealth services and solutions

SEI Appoints Sean Denham as CFO

Denham’s employment will begin on March 18, 2024

Raymond James recruits nine-person Miami int’l team from Morgan Stanley

The wealth firm has added an experienced team to its international office in Aventura, Fla.

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