Family Wealth Report network: WealthBriefing | WealthBriefingAsia

Register now

Quote of the week

"[People] don’t expect retirement to begin with social security and sit on the back deck in a lounge chair for the rest of their lives. This group really wants to remain active."

Jeff Cimini, head of personal retirement at Merrill Lynch

North America Executive Moves - April 2012




4 May 2012
Daily News Analysis

JP Morgan appointed Ian Leisegang as an executive director and private banker, responsible for delivering the firm’s investing, wealth transfer, credit and philanthropic services to ultra high net worth clients in southern California.

Based within the Orange County branch, Leisegang reports to regional executive Michael Walsh.

Leisegang was previously a private banker in Orange County at Deutsche Bank, and a trader in the firm’s South Africa office before that.

RBC Wealth Management appointed Rodrigo Buller Souto as director of its international solutions team. Based in Miami, FL, Buller Souto will head the team’s extension into Florida and select Latin American markets.

Buller Souto will work alongside RBC partners and professional advisors to expand the business’s presence in these markets. He reports directly to Ralph Awrey, who is head of business development, Americas, within the wealth unit’s global trust business.

The wealth and investment management division of Barclays appointed John Houlihan - formerly of Morgan Stanley Smith Barney - as a director and regional manager within its Atlanta, GA office.

Reporting to Steve Houston, managing director and head of sales management, Americas, Houlihan manages all aspects of the office while developing the regional business.

Southwest Securities, a broker-dealer subsidiary of SWS Group, hired Charles Eldemire from UBS in Texas as a regional director at its private client group.

Eldemire will be responsible for the Gulf Coast region in his new role, encompassing ten offices in Texas and two in Oklahoma. He also acts as branch manager of the private client group office in Dallas, TX.

Eldemire is a UBS veteran, having worked for the US business of the Swiss firm for 22 years as a managing director based in Dallas, TX.

Rate this article

Be the first to rate this article!

News and Features

Expert Commentary

Tom Burroughes

Zürcher Kantonalbank Expects To Pay Big Fine To US Over Tax Evasion Case

Zürcher Kantonalbank, the biggest Swiss cantonal bank, expects to pay a fine to US authorities as part of a deferred prosecution agreement for its alleged role in helping US citizens evade taxes, media reports said.

Tom Burroughes

24 May 2013

Diane Harrison

Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review

Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.

Diane Harrison

20 March 2013

Harriet Davies

Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment

Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.

Harriet Davies

4 April 2013

Harriet Davies

INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World

The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.

Harriet Davies

9 April 2013

Charles Lowenhaupt

FEATURE: Twins And The Business Of Family

Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.

Charles Lowenhaupt

8 April 2013

Marc Odo

Guest Opinion: Diversification In The Age Of Globalisation

Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.

Marc Odo

25 March 2013