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Adam Clark

In PWD coverage since August 14, 2026 · 15 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

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

advisor_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

Adam Clark

Northwestern Mutual, Northern Trust and Citi each add family-office governance roles

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