People Moves

Who's Moving Where In Wealth Management? - Banc Of California, Wells Fargo AM

Editorial Staff 31 August 2018

Who's Moving Where In Wealth Management? - Banc Of California, Wells Fargo AM

The latest moves in wealth management across North America.

Banc of California
Banc of California has appointed Steven Hamilton as senior director of private banking, Rafael Lopez Jr as senior director of private banking and Debbie Maisch as private banking officer.

The trio join the firm’s private banking division in Los Angeles, and will focus on entertainment and business management. 

Hamilton joins from City National Bank, where he served as a vice president and relationship manager in the entertainment banking division. He previously worked at MUFG Union Bank in Beverly Hills, California and Zions Bank in Park City, Utah.

Lopez Jr joins from MUFG Union Bank, where he served as a vice president and private banker. Lopez has over 11 years of private banking experience focusing on high net worth and business management clients.

Maisch joins from Pacific Mercantile Bank, where she served as personal banking officer focused on entertainment industries banking. Maisch has over 18 years of customized private and entertainment banking service experience, including previously at First California Bank.

Wells Fargo Asset Management
Wells Fargo Asset Management has announced Anthony Norris, a portfolio manager of the Wells Fargo Multi-Sector Income Fund, will retire on October 3.

He will continue to serve as a portfolio manager of the fund through October 3.

Alex Perrin, Niklas Nordenfelt, Peter Wilson, Christopher Kauffman, Michael Lee, Philip Susser, Christopher Wightman, and Noah Wise will continue their roles as portfolio managers of the fund. There will be no change to the investment philosophy or process as a result of this transition.

Register for WealthBriefingAsia today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes