Managers of Wealth Americas

Santander Private Bank recruits M&A director for Miami biz

Victor Moreno-Barbera has around two decades experience in mergers and acquisitions and business development.

TIFIN Announces the Spin-off of TIFIN AG, an AI Platform to help Wealth Enterprises Drive Net New Assets

The AI-powered venture appoints industry veterans from Focus Financial Group and J.P. Morgan Wealth Management Solutions to its new board of directors

Langham Hall Strengthens Senior Management Team

Each of these appointments has a wealth of professional services experience, which will enable us to continue to support our clients as well as maintain our own growth.

A veteran JPMorgan credit trading MD slipped away to a hedge fund

They are understood to have been mostly good compared to those at US rivals.

A veteran JPMorgan credit trading MD slipped away to a hedge fund

They are understood to have been mostly good compared to those at US rivals.

Richter continues its growth drive and welcomes Anik Lanthier as Chief Investment Officer

Anik will play a pivotal role in shaping and executing our investment strategy.

Insigneo Welcomes Aventura Private Wealth, and its Founder Shmuel Maya

Aventura Private Wealth selects Goldman Sachs Advisor Solutions as primary custodian

Cambridge Trust Company Welcomes Marty Courage and Heather Colleary to Wealth Management Team

New Appointments Bring 50 Years’ Combined Experience in Financial Services

First Citizens Bank appoints executive director of external affairs

First Citizens Bank has appointed an executive director of external affairs; a newly created position.

Ex-Citadel and Millennium PM who left to trade for Coinbase resigns

Rayner-Cook left finance to become a fintech founder in 2018 with Ivno, a blockchain based startup that was acquired by R3 in 2021.

Zurich North America names Chief Risk Officer

Chai will be a vital member of Zurich’s global Leadership Team, the Risk Management Executive Committee, and Zurich North America’s Executive Committee.

Chad Alderson Joins Broadridge Canada as General Manager, Global Technology and Operations

Alderson joins Broadridge to drive continued expansion, innovation in the Canadian market

Peter Flynn joins Xceedance

In his new role at Xceedance, the company said, Mr Flynn will manage personal lines client engagements and spearhead innovation.

Mosaic Insurance appoints Taylor Denier

Taylor’s hire is just the beginning of an ambitious growth plan that demonstrates Mosaic’s commitment to our environmental liability division.

Goldman Sachs to Hire in Wealth, Asset Management, Gnodde Says

Growth in these units helped boost the bank’s recent fourth-quarter earnings

Wedbush Securities Welcomes Patricia Hirata and Nobue Weber as Newest Wealth Management duo in Pasadena, CA

The duo will be based in the firm’s Pasadena office

Kensington Asset Management Strengthens Leadership with Appointment of Steven Chang as Chief Compliance Officer

Chang brings a distinguished career spanning over 18 years

ZEDRA’s Joanne Fairbairn Named DC Committee Chair and Appointed to PLSA Policy Board

She has also been appointed a member of the PLSA‘s Policy Board.

Liontrust appoints Heads of Global Growth Equities and Global Distribution (ex UK)

These are key appointments in enabling Liontrust to expand its fund offering, international distribution and client base.

Everest taps Chubb for US retail casualty insurance head

Hazelton will oversee the direction and strategy of Everest’s US retail casualty business, including the division’s industry practices segment.

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