The latest moves in wealth management across North America.

Fidelity International
Fidelity International has appointed Bart Grenier as global head of asset management, a newly-created role at the firm, according to a spokesperson.

Grenier will report to Brian Conroy, president at Fidelity International.

In the new role, Grenier will be responsible for Fidelity’s investment management business across all major asset classes including equities, fixed income, multi asset and real estate. The respective global chief investment officers for these areas will report to him. 

He joins from Fidelity Investments, where he held the role of head of investment solutions and innovation. He was previously chairman, chief executive and CIO at The Boston Company Asset Management, and was also CIO and managing director of DB Advisors at Deustche Asset Management.

BNY Mellon Wealth Management
BNY Mellon Wealth Management has appointed Ed Kleist as regional managing director in Denver, Colorado.

Kleist will report to regional president, Jim Barnyak, and will be responsible for driving growth and expansion in Colorado Markets.  Kleist will focus on M&A, family office, fiduciary and the non-profit space.

Prior to joining BNY Mellon WM, Kleist was chief executive, chief operating officer, chief financial officer and chief information officer of four single family offices, where he worked through various challenges around investments, real estate, estate planning, tax issues, family governance and family dynamics.

Strategic Wealth Partners
Strategic Wealth Partners Group, a Chicago wealth management firm, has expanded into Milwaukee, Wisconsin with the addition of the team from Park Place Capital Management, an independent asset management consulting business.

“Strategic Wealth Partners is a firm that has built an excellent reputation for integrity, objectivity, hands-on service and reliability,“ said William Perry, president and principal of Park Place Capital Management. “Our cultures are very similar. Bringing these two teams together is an excellent fit and will be a great benefit for clients.”

This new addition to SWP comes after the firm, which formed in 2008, joined Focus Financial Partners, a partnership of independently managed wealth management firms.

Fiduciary Trust
Fiduciary Trust, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, has promoted Kevin Duncan to director of estate administration. 

In his new role, Duncan will manage and develop all aspects of estate administration, and lead a team of estate specialists across the firm.  

Duncan is based in New York and will report to Gerald Joyce, national head of trust and estates. 

He joined Fiduciary Trust in December 2012 and served as vice president, associate trust counsel and senior estate settlement officer before being promoted to managing director and trust counsel last year. 

Prior to Fiduciary Trust, he served as a wealth advisory associate at Lazard.