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Private Wealth Daily
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Adam Clark

JPMorgan · Reported Oct 3
In network coverage since August 14, 2026 · 16+ stories
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Northwestern Mutual, Northern Trust and Citi each add family-office governance roles

Northwestern Mutual's platform gives advisers retainer-based access to more than 40 in-house specialists, while Northern Trust and Citi hired senior family-office and trust executives.
Features · Sep 29Northwestern Mutual launches family office platform; Citi and Northern Trust hire family office specialists
Moves · Sep 29Citi hires JPMorgan's trusts and estates head Adam Clark to lead wealth planning
Family Office · Sep 23Citi's family office survey finds patient capital and an unsolved handover
The Close · Sep 23The family office pivot to public equities is a succession trade
Family Office · Sep 18HSBC bundles the concierge; Citi refers it out
The Advisor's Note · Sep 7Insurance-owned advisor books are the new breakaway pipeline
The Close · Sep 6The talent war’s quieter front
Features · Sep 6Citi raids the private-bank C-suite
The Close · Aug 22The platform talent war moves upstairs
Moves · Aug 21Citi taps MSCI's Kokolis to head platform experience
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18Citi Wealth hires J.P. Morgan trusts chief for global planning role
Features · Aug 16Family Offices Turn a 2011 Carve-Out Into Private-Equity Pay
Moves · Aug 15Citi hires JPMorgan's Adam Clark to lead wealth planning
RIA · Aug 14Citi hires JPMorgan veteran Adam Clark to lead wealth planning
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