Sentences with phrase «with private banking clients»

Not exact matches

The team of over 250 global employees works with consultancies, private equity firms and investment banks across the globe to help its clients — typically business professionals and leaders — scale.

The addition of an individual with her vast experience and stellar reputation represents The Private Bank's deep commitment to Women & Wealth, a key component of our core strategy, which not only includes a strong focus on serving women clients but also represents our focus on recruiting top talented women to join our organization.»

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 client assets.

In order to get the broadest exposure for Lucara's record - setting find, the diamond corporation has been working with Sotheby's and Julius Baer, a Swiss bank that has many wealthy private clients around the world, according to the Times.

At the high end, clients with more than $ 50 million at their disposal may well bypass private banks in favor of proprietary family offices.

Abele conceived the idea for Tend when he saw how the leading private banks are increasingly concentrating their efforts on ultra-high net - worth (UHNW) clients with more assets and higher transaction volumes, and rather neglecting the less affluent.

In Asia, private banking clients — who are typically exposed to multiple jurisdictions, and therefore harbour intricate tax reporting responsibilities, usually turn to their private banks to deal with these complexities, sapping up valuable time and resource in the process.

Hitsch, who currently heads the offshore private bank business with clients from China and Taiwan, will add on coverage for Hong Kong in his new role.

Leveraging our leading institutional distribution platform, our goal is to provide our clients with solutions across all banking products, including initial public offerings, follow - on offerings, wall - crossed offerings, bought deals, private placements, ATMs, convertible offerings, leveraged loans, investment grade and high - yield debt offerings and all forms of advisory services.

Arjan's career started with Hollandsche Bank Unie (HBU), serving private, corporate and institutional clients within a dealing room environment, and subsequently became head of treasury & special products private clients in the Netherlands.

«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.

Duncan has 37 years finance experience, the vast majority of which has been spent in Switzerland in the field of private banking, with a particular focus on UK resident non-UK domiciled clients.

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.

Ziad Makkawi, CEO of Qatar First Bank (QFB), which listed on the Qatar Stock Exchange in April, says: «Our focus as an institution is not on competing with the larger banks for big corporate clients, but rather on the private client sector.

The Company's Investment Banking segment includes its Advisory services, through which Evercore provides advice to clients on mergers, acquisitions, divestitures and other strategic corporate transactions, with a particular focus on advising multinational corporations and private equity firms on various transactions.

BRUSSELS (AP)-- A Belgian investigating judge has charged a Swiss private banking branch of HSBC with massive organized fiscal fraud, money laundering and forming a criminal organization to the benefit of over 1,000 wealthy clients that cost the Belgian...

Merrill Lynch announced internally that it was streamlining its private banking, international and institutional groups with the goal of better serving its wealthiest clients.

The fund was co-sponsored by National Australia Bank with the investment opportunity offered to and accepted by the bank's private wealth clieBank with the investment opportunity offered to and accepted by the bank's private wealth cliebank's private wealth clients.

Ironically, while Hinton joined a firm with a long list of major business clients, she maintains a hostile - to - the - private - sector posture in a self - description on her personal Twitter page: «Taking on big oil, big banks & other big bullies one tweet at a time in Washington DC & New York.»

Second, it» s not in the interest of private schools or colleges to acknowledge that they have a problem — lest it create the educational equivalent of a run on the bank, with clients fleeing for fear of being abandoned after a sudden collapse.

Janet's clients span a variety of industries in Texas and nationwide and she is a highly respected bond counsel, underwriter counsel, credit bank counsel, borrower counsel, issuer counsel and trustee counsel in connection with multi-million-dollar municipal and conduit bond issues for school districts, charter schools, private schools and local governments.

Additionally, borrowers with a Citigold Account, Citi Priority Account or Citibank Account Package and clients of Citi Private Bank with a linked checking account can enroll in ThankYou ® Rewards and earn ThankYou ® Points on their loan payments if they make them through the eligible account.

They work with many private student loan issuers, but one of their largest clients in Citizens Bank.

Private lenders in Oakville mostly deal with clients who can not get bank mortgages.

In addition to connecting our clients with ideal private loans, we also help them repair credit in the hopes of qualifying for attractive bank loans in future.

«Over the course of the year, we established a variety of product and distribution partnerships with private banks, brokerage firms and wealth managers across the region — a strong indication that advisers and asset allocators are increasingly looking to ETFs as the most cost - efficient, flexible building blocks for their client portfolios, in a fee - based environment.

Survey 3 — Errors in credit reports Data analysed — more than 2000 + credit bureau reports surveyed with client consent Mode of the survey — primary analysis of the reports of bureaus Nature of the questionnaire administered - Analysis of bureau reports to understand major and minor errors in the report and their impact on the credit score Survey 4 — penetration of credit bureaus in financial institutions in Indian market Data analysed — more than 100 financial institutions segmented into broad catagories of private banks, Public banks, Foreign Banks, NBFC and banks, Public banks, Foreign Banks, NBFC and banks, Foreign Banks, NBFC and Banks, NBFC and MFIs.

Most mortgage agents and banks in Canada specialise in connecting their clients with private lenders who have no association with banks.

A mortgage broker in Oshawa may work with private or bank lenders to make sure that all clients get the loans the most appropriate services.

The majority of mortgage agents and brokers in Canada particularly link their clients to a special category of private lenders who are not associated with banks.

Included in this group are sell - side research firms with broker operations, NYSE and Nasdaq trading desk positions of investment banks, investment banking client desks that execute buyback programs on behalf of corporations, private client firms that essentially act as custodians for high net worth individuals, and brokers that sell unit investment trusts or exchange traded products.

Most mortgage agents and brokers in Canada focus on linking clients with private lenders who are not influenced, by banks.

To get the 50 % bonus you must be a Wells Fargo Private Banking client, or have a primary checking account within a PMA Package with a balance of $ 250,000 or more

As a Private Banking client, you'll work directly with a Private Banker and have access to a wide array of exclusive benefits and services tailored to your specific financial needs and objectives.

These are often offered by investment brokerages or private banks to clients who already have investments with these companies.

It's only available to Private Client members who bank $ 250,000 or more in assets with Chase.

In any case, it's clear that all this happened because of my mother's banking relationship with Chase, as she didn't have to tick off a set of boxes to join Private Client, rather she just had a good working relationship with her banker.

Previously, he was Vice President, Modern and Contemporary Art in the Art Advisory & Finance group for Citi Private Bank, where he worked with clients and their families in the U.S. and abroad to build personal art collections, and assessed the quality and value of artworks in the bank's art lending progBank, where he worked with clients and their families in the U.S. and abroad to build personal art collections, and assessed the quality and value of artworks in the bank's art lending progbank's art lending program.

This activity report provides an overview of mitigation and adaptation finance in the context of the Multilateral Development Banks» strengthened commitment to work with clients, other development finance institutions, the private sector, and stakeholders to tackle climate challenge with targeted and innovative finance.

Likewise, the Managing Partner Forum, with the assistance of Citi Bank Private and Hildebrandt Consulting, released its 2016 Client Advisory.

Blake Morgan LLP fields a team that is «commercial and responsive, with good internal communication», and which has a good standing across the corporate and commercial spectrum, with an extensive track record in M&A, joint ventures, data protection issues and private equity matters on behalf of clients in the logistics, banking and leisure sectors.

Our trainees are exposed to an extensive range of work from the very beginning of their career with seat opportunities ranging from banking and real estate to dispute resolution and private client.

Butler recently advised Atom Bank on three private fundraising rounds (amounting to # 135m) to support the bank's launch, and Pass is assisting OpSec Security Group with its multimillion - pound takeover by a bid vehicle incorporated by Investcorp Technology Partners, a strategically important take - private transaction for the client that involved advising on regulatory issues including Takeover Code requiremeBank on three private fundraising rounds (amounting to # 135m) to support the bank's launch, and Pass is assisting OpSec Security Group with its multimillion - pound takeover by a bid vehicle incorporated by Investcorp Technology Partners, a strategically important take - private transaction for the client that involved advising on regulatory issues including Takeover Code requiremebank's launch, and Pass is assisting OpSec Security Group with its multimillion - pound takeover by a bid vehicle incorporated by Investcorp Technology Partners, a strategically important take - private transaction for the client that involved advising on regulatory issues including Takeover Code requirements.

The firm's global investment management practice intersects with our securities enforcement and white collar practices in a client portfolio that includes more than 780 venture capital, private equity; hedge and mutual funds; banks and trust companies; insurance companies; pension consultants; accounting firms; trade associations; transfer agents; and other businesses in the investment management sector.

He advises corporate and investment banking clients on a broad range of U.K. and cross-border tax matters, with a particular focus on public and private mergers, acquisitions, spin - offs and reconstructions, as well as equity, debt and hybrid corporate finance and derivatives transactions.

Recognised as the leading legal adviser to funds across the Channel Islands, and with fast - growing Caribbean and Asia practices, our clients in the private equity sector include the world's leading private equity houses, international banks and financial institutions, as well as specialist private equity real estate and infrastructure funds.

Prudential, one of the international leaders in finance and ICICI Bank Ltd. which is the largest bank in India in the private sector have come together to form an insurance organization with the purpose to provide a wide range of high - quality policies for clieBank Ltd. which is the largest bank in India in the private sector have come together to form an insurance organization with the purpose to provide a wide range of high - quality policies for cliebank in India in the private sector have come together to form an insurance organization with the purpose to provide a wide range of high - quality policies for clients.

Starting next week, the Swiss private bank Falcon will allow wealthy clients to store and trade bitcoin directly with their bank holdings.

Falcon Group today became the first Swiss private bank to provide blockchain asset management solutions for its clients through a newly announced cooperation with Bitcoin Suisse AG.

In August, the Swiss private bank Falcon started allowing clients to store and trade bitcoin directly with their bank holdings.