Latest News for: Private wealth bank


Investec ups stake in Capitalmind to expand Europe M&A practice

Business Day 07 Jun 2023
Investec Bank Plc, the UK division of SA’s niche private lender and wealth manager, has acquired a majority stake in ...

Cambridge Trust Company Announces Jeffrey Smith as Head of Wealth Management

Eagle-Tribune 06 Jun 2023
Smith will work with a team of over 70 professionals and their colleagues throughout Cambridge Trust to build the premier private bank and wealth management firm in the region ... Cambridge Trust Company is one of New England's leaders in private banking and wealth management with ...

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors

Enid News & Eagle 06 Jun 2023
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans who collectively oversee $500 million in client assets ... About Kestra Private Wealth Services.

B. Riley Expands Aerospace and Defense Investment Banking with Senior Managing Director, John Stack

Longview News-Journal 06 Jun 2023
Riley provides end-to-end financial services across investment banking, institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction, and liquidation services.

Seasoned Analyst, Scott Devitt Joins Wedbush Securities as Managing Director, Equity Research, Internet: E-commerce and ...

The Galveston Daily News 06 Jun 2023
Since its founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services ... TECHNOLOGY FINANCE BANKING PROFESSIONAL ...

Barclays Private Bank makes senior appointments in Singapore - statement

Reuters 05 Jun 2023
SINGAPORE, June 5 (Reuters) - Barclays Private Bank (BARC.L) said on Monday it has made two senior appointments in its Singapore office in a move to tap into the influx of wealth and growth of family offices in the city-state.

Calamos Wealth Management expands capabilities with addition of Chief Investment Officer and Chief Wealth Strategist

Victoria Advocate 05 Jun 2023
Adams, a CFA with more than two decades of investment experience in multi-asset portfolio management, was most recently in the "Global Wealth at Work" vertical of Citi Private Bank, where he was responsible for the delivery of comprehensive investment strategies ... Bank Private Wealth Management.

Half of Business Owners Do Not Want Their Children to Inherit, Run Business

Maryville Daily Forum 05 Jun 2023
Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management ... WIM provides personalized wealth management, brokerage, financial planning, lending, private banking, trust, and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients.

William Blair Adds Two Senior Hires to Growing Private Capital Advisory Team

The Joplin Globe 05 Jun 2023
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the continued expansion of the firm’s Private Capital Advisory investment banking practice with the addition of two senior hires.

Bankers Trust

Omaha World-Herald 04 Jun 2023
His main responsibility is to introduce new clients to Bankers Trust for Commercial Banking, Private Banking and Treasury Services needs ... Prior to joining Bankers Trust, Steve accumulated more than 27 years of finance and leadership experience, with a focus on Commercial Banking, Private Banking and Wealth Management.

JPMorgan's CEO says he never met Jeffrey Epstein, who had kept millions at the bank

Yahoo Daily News 02 Jun 2023
In 2011, Cutler sent an email about Epstein to Mary Erdoes, now head of asset and wealth management at JPMorgan Chase, and Jes Staley, then head of JPMorgan Chase’s private bank, which was dedicated to wealthy clients like Epstein.

Innovation in Wealth Management Summit, London

CryptoNewsZ 01 Jun 2023
Lisa Cameron MP, MP and Chair, Crypto and Digital Assets All Party Parliamentary Group, UK Parliament Zeynep Ozturk, Chief Investment Officer for Europe, Deutsche Bank International Private Bank Nimish Shah, CTO Investment Products & Advisory for Private Banking & Wealth, ...

Synovus to participate in KBW US Regional Leaders Bank Conference

Maryville Daily Forum 01 Jun 2023
Synovus provides commercial and consumer banking and a full suite of specialized products and services, including private banking, treasury management, wealth management, mortgage services, premium finance, asset-based lending, structured lending, capital markets and international banking ... BANKING FINTECH ASSET MANAGEMENT PROFESSIONAL SERVICES.

Synovus announces quarterly dividends

Maryville Daily Forum 01 Jun 2023
(NYSE ... Synovus provides commercial and consumer banking and a full suite of specialized products and services, including private banking, treasury management, wealth management, mortgage services, premium finance, asset-based lending, structured lending, capital markets and international banking ... CONTACT ... KEYWORD ... BANKING PROFESSIONAL SERVICES FINANCE.

JPMorgan CEO Jamie Dimon denies he knew of Jeffrey Epstein or his sex crimes until ...

The Daily Mail 01 Jun 2023
In Dimon's May 26 deposition, he was asked about the email Cutler sent to other executives, including former private banking chief Jes Staley and Mary Erdoes, now head of asset and wealth management, calling Epstein 'not a person we should do business with, period.'.

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