Managers of Wealth Americas

Brevan Howard Loses Third Founder as Rokos Said to Leave

Rokos, 41, won’t be managing money at Brevan Howard as of the end of this month, according to one of the people, who asked not to be named because the fund is private.

Goldman Sachs exec said to leave firm after 11 years

He previously worked at Wasserstein Perella Securities Inc. and Lehman Brothers Inc., the records show.

Mariner Wealth Advisors expands Team

Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors provides financial advice that is based purely on the needs and interests of its clients.

Industry veteran to run U.S. private banking arm of BMO Harris

Before his appointment as executive vice president and head of BMO's U.S. Private Bank, Mr. Jenkins ran private banking in Illinois, Washington state, Virginia, Arizona and Florida.

Ex-Barclays trader Merchant, under Libor scrutiny, exits UBS

Merchant, who worked for Barclays in New York from 2006 to 2009, is being looked at by U.S. authorities over his activities while working at Barclays' swaps desk in New York. Merchant's lawyer, John Kenney, was not immediately available for comm

Associated Names Regional Manager of Private Client & Institutional Services

The position she assumes was vacated in April, the bank said.

Tholen to lead energy A&D for Credit Agricole‎

He has nearly 20 years of energy-related industry experience, including more than six years providing full-service transactional activities for clients in selling and merging properties at Albrecht & Associates

Concert Wealth adds veteran adviser in D.C. area

Peter Wyrough, a nearly three-decade industry veteran, joined Concert last week from brokersXpress LLC, the broker-dealer unit that Charles Schwab Corp said in May it planned to dissolve.

LPL adds adviser practice with $1 bln in assets

Bridgeworth Financial, a registered investment advisory firm, said on Tuesday it left Lincoln Financial Advisors Corp to form its own independent practice affiliated with LPL.

RBC Wealth adds veteran broker team from Wells Fargo

RBC Wealth Management, a division of the Royal Bank of Canada , has expanded its adviser base in California

Citi Private Bank announces new global aircraft finance group head

Von Weise has more than 15 years' experience in business jet finance. He joined Citi Private Bank in 2005 from Merrill Lynch where he was vice president for business aviation finance.

Raymond James Picks Up Team From MSSB

According to Raymond James' South Florida complex manager Frank Amigo, the team represents the sixth round of new hires in the region in the last year, and recruitment is expected to continue.

Barclays plays it ultra safe with Sir David as its new chairman

Sir David’s appointment is also a surprise, given his age.

BMO Capital Markets Hires Head of Foreign Exchange Strategy in London

In this role, she will provide in-depth foreign exchange and currency strategy products for Canadian, U.S. and European clients.

Fifth Third Bank Hires Wealth Management Advisor for South Florida

He joins Fifth Third Bank from U.S. Bank where he served as vice president and regional wealth management consultant for the west coast of Florida.

Financial adviser headcount shrinks as stock brokers exit the biz

Over the next five years, the industry is expected to get even smaller

Vestra partner and ex-Blair adviser Derek Scott passes away

He also worked as a special adviser to ex-chancellor Denis Healey between 1976 and 1979.

Fiduciary Trust appoints MD of business development

She is based in New York and reports to Chisholm Lyons, executive vice president of Fiduciary Trust's business development and marketing teams.

Morgan Stanley, UBS hire Merrill Lynch broker teams

Two veteran teams of Merrill Lynch advisers have the left the brokerage, owned by Bank of America , to join rival firms Morgan Stanley Smith Barney and UBS Wealth Management Americas.

Standard Life Investments expands US research team

He joins an expanding office at Standard Life Investments’ US headquarters in Boston and adds to a team focused on providing a variety of solutions for institutional investors.

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