Charles-Henry Courtois, a specialist in tax and estate planning, is used to pulling together details from various disciplines and creating plans for ultra high-net-worth clients.
Those skills will come in handy when he takes over as head of the international trust and wealth structuring business at Bank of America Merrill Lynch. [BAC]
The division consists of subsidiary businesses that serve wealthy families and specializes in inter-generational wealth transfer. Courtois, who joined the Merrill Lynch division in 2007, was responsible for trust and fiduciary products for Europe, Middle East and Asia, establishing trusts for ultra wealthy clients. He also managed Merrill’s relationship with Abacus Trust Co., the bank’s strategic partner for providing fiduciary services for non-financial assets.
Before joining Merrill Lynch, Courtois was head of tax and estate planning, as well as a trust administrator, at BNP Paribas.
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Also on the move this week:
American International Group [AIG] hired Peter D. Hancock as executive vice president of finance, risk and investments. Hancock has spent his entire career in financial services, including 20 year at JPMorgan Chase & Co. [JPM], where he established its global derivatives group. Previously, Hancock was a vice chairman at KeyCorp [KEY].
Bank of New York Mellon Wealth Management [BK] has named David Emmes head of its west coast markets and Erich Smith head of its central markets. Emmes runs client service and sales covering California, the Pacific Northwest and Nevada. Smith oversees the wealth manager’s Colorado, Ohio, western Pennsylvania and Texas regions.
Boston Private Bank & Trust [BPFH] named Tracey Flaherty to its board of directors. Flaherty is a senior vice president of retirement strategy for Natixis Global Associates, where she is responsible for the development and execution of its retirement activities.
Collins Stewart, a New York City-based independent financial advisory firm, hired Anthony Dwyer as a managing director and chief U.S. equity strategist, which is a newly created position. He was an equity market strategist for FTN Equity Capital Markets.
Laird Norton Tyee of Seattle, promoted Robert J. Benson to chief investment officer. He was the firm’s investment strategy officer. Before joining the company in September, Benson was a senior consultant with Russell Investment’s Senior Consulting Group.
MICG Investment Management of Newport News, Va., hired Theresa Lamie as director of administration and operations. She was a control officer for UBS [UBS] in Virginia.
Thornburg Investment Management of Santa Fe, N.M., has promoted two employees to co-portfolio managers, Cliff Remily and Lon Erickson. Remily will co-manage the Thornburg Investment Income Builder Fund, along with Brian McMahon and Jason Brady. Erickson will co-manage the Thornburg Limited Term Income Fund with Brady. Remily was an equity research analyst at the firm, while Erickson was an associate portfolio manager.
Westwood Trust of Dallas hired Gregg Ballew as a senior vice president on its private wealth management team. He was a regional managing director of the Northern Trust Corp.'s [NTRS] wealth advisory group.
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