Sentences with phrase «management of a private bank»

The Bank of Ghana (BoG) announced it has taken over the management of a private bank, Unibank which will now...

Not exact matches

The private banking arm of OCBC saw its assets under management in Dubai grow approximately 30 percent last year.»

In addition to being president of Wells Fargo Investment Institute, Cronk is chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under administration.

«Union Bank is very pleased to further strengthen the broad expertise we deliver to our valued clients in the greater San Diego area,» said Stephen Sherline, Managing Director and Head of Private Wealth Management for Southern California.

Today, women own 30 % of all private businesses across all sectors and hold the majority of management, professional, and related positions in the US, according to a report by Bank of Montreal's (BMO) Wealth Institute.

Mary Callahan Erdoes is CEO of J.P. Morgan's Asset Management division, a global leader in investment management and private banking, with more than $ 2.3 trillion in clieManagement division, a global leader in investment management and private banking, with more than $ 2.3 trillion in cliemanagement and private banking, with more than $ 2.3 trillion in client assets.

Swiss private bank EFG International said on Wednesday it would buy Toronto - based Bull Wealth Management, further pursuing its strategy of growing rapidly through acquisitions.

Previously, Mr. Barrett was a Managing Director of Gemini Investors, a private equity firm focused on growth capital investments, served as an equity analyst for Fidelity Management and Research and held various positions with Keefe, Bruyette and Woods, Inc., an investment banking firm.

Prior to forming Bellwether, Bob was the Senior Vice President in charge of TD Waterhouse Private Investment Counsel, the discretionary investment management division of the TD Bank.

Jacques has over 35 years of experience in the Global Financial Service industry, Private Banking and Discretionary Investment Management.

The Carlyle Group («Carlyle») is one of the world's largest global alternative asset management firms that originates, structures and acts as lead equity investor in management - led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans, high - yield debt, distressed assets, mezzanine debt and other investment opportunities.

TORONTO, February 6, 2015 - RBC (RY on TSX and NYSE) has once again been recognized for excellence in Canada in the 2015 Euromoney Private Banking and Wealth Management Survey, one of the leading benchmarks for the global wealth management industry, based primarily on rankings by indusManagement Survey, one of the leading benchmarks for the global wealth management industry, based primarily on rankings by indusmanagement industry, based primarily on rankings by industry peers.

Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in client assets.

He was a key member of the Chemical Bank team that designed, built and deployed an integrated customer relationship management / customer profitability reporting platform that allowed Chemical's Private Bank, Middle Marketing Banking and Corporate Bank to garner as much as 75 % market share in key markets and produce substantial business profitability.

The precedent is not all that frightening, according to data put together by Joseph P. Quinlan, chief market strategist at U.S. Trust, Bank of America Private Wealth Management.

2 - 3 years of experience in investment banking, management consulting, venture capital, or private equity

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Realbanking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Rmanagement firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and RealBanking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and RManagement division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

RBC (RY on TSX and NYSE) has once again been recognized for excellence in Canada in the 2015 Euromoney Private Banking and Wealth Management Survey, one of the leading benchmarks...

2017.02.06 RBC captures more than a dozen wealth management wins at 2017 Euromoney awards For an outstanding 10th consecutive year, Royal Bank of Canada (RY on TSX and NYSE) captured top honours for private banking services in Canada in the 2017 Euromoney Private Banking and Wealth Managememanagement wins at 2017 Euromoney awards For an outstanding 10th consecutive year, Royal Bank of Canada (RY on TSX and NYSE) captured top honours for private banking services in Canada in the 2017 Euromoney Private Banking and Wealth Management private banking services in Canada in the 2017 Euromoney Private Banking and Wealth Management banking services in Canada in the 2017 Euromoney Private Banking and Wealth Management Private Banking and Wealth Management Banking and Wealth ManagementManagement Survey.

2015.02.06 RBC wins Best Private Banking Services Overall in Canada for eight years in a row in annual Euromoney Awards RBC (RY on TSX and NYSE) has once again been recognized for excellence in Canada in the 2015 Euromoney Private Banking and Wealth Management Survey, one of the leading benchmarks...

For an outstanding 10th consecutive year, Royal Bank of Canada (RY on TSX and NYSE) captured top honours for private banking services in Canada in the 2017 Euromoney Private Banking and Wealth Management private banking services in Canada in the 2017 Euromoney Private Banking and Wealth Management banking services in Canada in the 2017 Euromoney Private Banking and Wealth Management Private Banking and Wealth Management Banking and Wealth Management Survey.

Conversation catalysts: Bahren Shaari, Chief Executive Officer, Bank of Singapore Francesco de Ferrari, Managing Director, Head of Private Banking Asia Pacific, CEO Southeast Asia and Frontier Markets, Credit Suisse Lawrence Lua, Managing Director, Deputy Head, DBS Private Bank Michael Blake, CEO Private Banking Asia, Union Bancaire Privée Pierre Masclet, Chief Executive Officer, Asia & Singapore Branch Manager, Indosuez Wealth Management Siew Meng Tan, Regional Head of Global Private Banking, Asia - Pacific, HSBC

Private banks are already making material headway, growing their discretionary portfolio management (DPM) assets, primarily in the form of diversified multi-asset strategies.

Wells Fargo Investment Institute serves clients of Wells Fargo Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in assets under administration.

A sustained market rally and robust client activity in 2017 translated into a year of gains for Asia's private banks, whose combined assets under management (AUM)-- excluding China onshore — surged past US$ 2 trillion for the first time.

Family Wealth Report Showcasing «best of breed» providers in the global private banking, wealth management and trusted advisor communities, the awards are designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have «demonstrated innovation and excellence during 2017».

Mr. Maddox leads the GMR team, which is comprised of highly experienced investment research professionals located around the globe who select and oversee the third - party money managers used throughout Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses.

Prior to joining Fidelity in 2007, he served as vice president, director of quantitative insights at Citigroup Private Bank, and quantitative analyst at Citigroup Asset Management.

Philippe has accumulated over 30 years of senior management experience with international banks in private, corporate and investment banking.

Joseph Tam joined Wing Lung Bank in May 2014 as the head of private banking & wealth management.

He had previously been the managing director and head of Royal Bank of Canada's Wealth Management Trust - Asia for over 19 years and private banking Hong Kong for abut 16 years.

In a career spanning over 30 years in Asia, Ian has held various senior regional management roles at Julius Baer, HSBC Private Bank, Republic National Bank of New York and VP Bank.

Jacqueline is currently senior vice-president of private wealth solutions of HSBC Private Bank where her major duties include the day - to - day administration and management of trust relationships for HNW families in Hong Kong and private wealth solutions of HSBC Private Bank where her major duties include the day - to - day administration and management of trust relationships for HNW families in Hong Kong and Private Bank where her major duties include the day - to - day administration and management of trust relationships for HNW families in Hong Kong and Taiwan.

Joseph is responsible for the management and development of the overall private banking business of the bank including trust services.

«Big national banks have armies of salespeople trying to sell portfolio management services to their customers, with sexy sounding names like «Private Client Services» and fees that start as high as 1.35 % or greater,» says Randy Bruns, a certified financial planner in Downers Grove, Illinois.

«We are proud to be the first - mover in the Swiss private banking area to provide blockchain asset management for our clients,» Arthur Vayloyan, Falcon's global head of products and services, said in a statement.

Over twenty years of financial services industry experience, focused on the private banking and wealth management sector.

ZURICH — Wealthy clients of Swiss private bank Falcon will be able to store and trade bitcoins via their cash holdings with the bank from Wednesday, a move that signals the traction the virtual currency is gaining even in slow - changing asset management.

Tower 3 is nine stories and includes the executive offices of Raymond James Financial, Associate Financial Services, Corporate Client Services, Classrooms 1 - 6, Distribution Services, Financial Reporting, Investment Banking, Merchant Banking, Private Client Group Services, Public Finance, Raymond James & Associates — Carillon Branch, Raymond James Capital, Raymond James Financial Services, Raymond James International Holdings, Raymond James Tax Credit Funds, and Retail Sales and Management Development.

Later working in investment banking at Goldman Sachs and asset management at Deutsche Bank, Barbara Ann acquired a robust grasp of private market valuation that she went on to leverage at Holowesko Partners for nearly a decade, helping the hedge fund grow to several billion in AUM with her focus on special situations and takeout candidates.

AIWM India primarily focuses on broader and strategic role of developing a more robust and forward - looking training infrastructure for private banking and wealth management sector and to promote more active industry involvement and collaboration in training and continuing education matters.

The publication has contributions and articles from some of the most prominent Family Offices, Private Banks and Wealth Management Firms in the World.

I'm sure the «masters of the universe» in banks, Murdoch - owned newspapers, hedge funds, private equity firms, management consultancies, accountancy firms and private health - care companies, many of them officially resident in tax havens in British jurisdictions, prefer Gray's «raffish capitalism» to any conceivable alternative.

He worked in private industry for more than 35 years, first in management positions at Citicorp and Chase Manhattan Bank before founding SDS Technologies, a developer of data and money transfer networks.

The Committee on Economic Development and Labor includes: · Haejin Baek, President, Barclays Structured Finance · Ruben Diaz, Jr., Bronx Borough President · Jamie Dinan, C.E.O. York Capital · Garry Douglas, Plattsburgh Chamber of Commerce · Hazel Dukes, President, NAACP New York · Rob Dyson, Chairman and C.E.O., The Dyson - Kissner - Moran Corp.; President, Dyson Foundation · James Francis, Founder and C.E.O., Paradigm Asset Management; Member, NYC Partnership · Barbarlee Diamonstein - Spielvogel · Jim Gerace, President, New York Region, Verizon · Barry Gosin, C.E.O., Newmark Knight Franks; Partnership for NYC Board · Hakeem Jeffries, New York State Assembly · John Johnson, President, Watertown Daily Times · Brian Kolb, Minority Leader, New York State Assembly \ · Kevin Law, Long Island Association · John Liu, New York City Comptroller · Edward Mangano, Nassau County Executive · Howard Milstein, C.E.O., N.Y. Private Bank & Trust and Emigrant Bank · Dean Norton, President, Farm Bureau · Peter Rivera, New York State Assembly · Van B. Robinson, President, Syracuse Common Council · Lisa Rosenblum Senior Vice President, Cablevision.

Ms. Bains, 61, who previously served as a senior executive vice president of domestic private banking and wealth management for hsbc Bank USA in New York City, succeeds Paul Shay, who left afs in December to become the executive director of the Manchester, N.H. - based first, which designs science, technology, and engineering programs for students.

Calling themselves the «Connecticut Council for Education Reform «top executives from New Alliance Bank, The Hartford Insurance Company, UBS Private Wealth Office, Yale New Haven Hospital System, Webster Bank, The Community Foundation of Greater New Haven, Nestle Waters North America, First Niagara Financial Group, Yale University, the Travelers Companies, Inc., The Connecticut Business & Industry Association, United Illuminating Holdings Corporation and GE Asset Management are pushing to take center stage in this year's education reform debate.

Aaron returned to Buffalo, along with his wife, who was also from upstate New York, and he took a job at a local division of Bank of America specializing in private wealth management.

Overall investor satisfaction with full service investment firms and financial institutions that offer wealth management and private banking services is measured in seven factors (in order of importance): investment advisor (39 %); investment performance (18 %); account information (17 %); product offerings (14 %); commissions and fees (8 %); website (3 %); and problem resolution (1 %).

For complex needs, dedicated Private Advisors offer a full range of exclusive and customized solutions, including investment planning and management, trust management, private banking, credit planning and cash management, wealth protection and business plPrivate Advisors offer a full range of exclusive and customized solutions, including investment planning and management, trust management, private banking, credit planning and cash management, wealth protection and business plprivate banking, credit planning and cash management, wealth protection and business planning.