Managers of Wealth Americas

Head of Stonehage Fleming Corporate Services elected chair of SA Securitisation and Asset Backed Debt Forum

It actively promotes industry knowledge, fosters collaboration with policymakers and regulators, and engages with local and international stakeholders on matters shaping these markets.

Blue Owl Capital Hires Goldman Asset-Management Banker Chris Eby

Blue Owl Capital Inc. hired Goldman Sachs Group Inc.’s co-head of asset-management investment banking, Chris Eby, according to people with knowledge of the matter.

Barings brings back direct lending veteran for North American origination

The private finance team today has more than 80 investment professionals globally

Sequent Group expands with new U.S. division, spearheaded by high profile wealth strategist

Industry veteran Karen Creel recruited as managing director, head of wealth structuring

Broadridge hires Simona Vitali as sales lead for Investor insights and Communication suite

Recruiting a team of sales executives throughout Europe, Simona will play an important role in expanding Broadridge’s Investor insights and Communication Solutions suite.

Grayscale CEO Michael Sonnenshein steps down as firm's bitcoin ETF bleeds assets

Goldman Sachs's Peter Mintzberg will replace Sonnenshein as CEO

JPMorgan to give AI training to all new hires

In his April letter to shareholders, JPMorgan chief Jamie Dimon likened the arrival of AI to the development of the printing press and the steam engine.

Emily Katz-Turner Joins Ducera Partners as a Managing Director

Emily’s knowledge and experience coupled with her proven track record makes her an ideal fit for the Firm.

Sanctuary Wealth Commences Next Stage of Digital Strategy with Appointment of Robert Coppola As Chief Technology Officer

Visionary Fintech Leader Reinforces Sanctuary's Commitment to Positioning Partner Firms at Technology Forefront of Fast-Evolving Industry

CalSTRS appoints chief investment officer

Scott Chan, who's served as deputy chief investment officer since 2018, will take on the role.

Apex Group continues its global operations transformation with key strategic hire

Ken joined Apex Group on 15 April 2024.

Oxford Harriman & Company Merges with CRT Private Wealth Management in Fairfield, New Jersey

Oxford Harriman & Company is a boutique wealth management practice with twenty locations in seven states.

Víctor Matarranz to step down as head of global wealth management at Santander, sources say

The wealth and insurance unit, one of the bank's five divisions, manages assets worth 482 billion euros

Citigroup executive responsible for implementing thousands of job cuts quits

Titi Cole, one of the most senior Black women in finance, departs, while outgoing PwC US head Tim Ryan joins bank

Vanguard Announces Appointment of Salim Ramji as New CEO

Mr. Ramji succeeds Tim Buckley, who, as previously announced, will retire and step down as Chairman and CEO.

Mercer Moves Chief Talent Officer to M&A Role

Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development, supporting Dave Barton, who continues to lead M&A across the firm.

Oppenheimer Expands Technology Investment Banking Group with Addition of Yogesh Amle

Senior banker brings two decades of technology investment banking experience to firm's software team

Wealth pioneer Naz Vahid leaves Citi

Naz Vahid is to leave Citi after nearly four decades as one of the US bank’s most effective and innovative wealth managers.

Bank of America Private Bank picks new KC market executive

Before that, she was market trust executive for Kansas City and St. Louis and market trust director for Little Rock, Arkansas, and Wichita, Kansas.

Bluerock Capital Markets Hires Jeffrey Klepacki as Executive Vice President and National Sales Manager

The firm is also pursuing a number of new product initiatives that will broaden Bluerock's investment offerings to both retail and institutional investors.

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