People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 3:07 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
7Distinct eventsWithin your filters
0Team moves & breakawaysEach event counted once
4Leadership changesAppointments & promotions
$3.3BReported book AUM3 of 7 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 11, 2026 | Chris BiottiHead of Private Bank, North America | Bank of America → Citi Private Bank | Executive appointment | Not disclosed | Reported1 source · Details → |
| Sep 11, 2026 | Cayman WillsHead of U.S. private bank | Citi Private Bank → HSBC | Executive appointment | Not disclosed | Reported1 source · Details → |
| Sep 11, 2026 | Hannes HofmannGlobal Head of Family Offices · London, UK | Citi Private Bank → HSBC Private Bank | Executive appointment | Not disclosed | Reported1 source · Details → |
| Sep 11, 2026 | Teresa RadzinskiPrivate client and institutional advisor · Jacksonville, FL | Bank of America Private Bank → Citi Private Bank | Advisor move | $3B | Reported2 sources · Details → |
| Sep 11, 2026 | Ida LiuCEO of private bank | Citi Private Bank → HSBC | Executive appointment | Not disclosed | Reported1 source · Details → |
| Sep 10, 2026 | Darron L. CarpenterFinancial Advisor · Philadelphia, PA | Citizens Securities → Wells Fargo Advisors | Advisor move | $140M | Reported1 source · Details → |
| Sep 10, 2026 | Max OrtizFinancial Advisor · San Francisco, CA | First Citizens Investor Services → Wells Fargo Advisors | Advisor move | $180M | Reported3 sources · Details → |
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Sign in to save a view →One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger