Search Results for: Private Client

New Citizens Private Client World Elite Mastercard Brings Innovative Design Elements
Digital Payments News

New Citizens Private Client World Elite Mastercard Brings Innovative Design Elements

Business Wire
by Business Wire0
Citizens is introducing the Citizens Private Client World Elite Mastercard, the first launch with its exclusive payments partner, Mastercard, and the first card product in the U.S. to include Mastercard’s Touch Card feature. “The launch of the new Citizens Private Client Mastercard is an exciting milestone in our expanded partnership with......
Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering
Banking News

Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering

Fintech News Desk
by Fintech News Desk0
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation Bank Nagelmackers, one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and......
Signature Bank Appoints Five Private Client Banking Teams and Names Group Director to Existing Team Throughout the Metropolitan New York Marketplace
Banking News

Signature Bank Appoints Five Private Client Banking Teams and Names Group Director to Existing Team Throughout the Metropolitan New York Marketplace

Fintech News Desk
by Fintech News Desk0
Signature Bank a New York-based, full-service commercial bank, announced the appointment of five private client banking teams throughout the metropolitan New York area as well as a group director assigned to an existing team. Latest Fintech News: Coastal Community Bank Joins Newly Launched Banking as a Service (BaaS) Association John Madigan......
Fisher Investments Launches Private Client Group in Ireland
Investments News

Fisher Investments Launches Private Client Group in Ireland

Fintech News Desk
by Fintech News Desk0
Firm continues rapid growth and expands to serve Irish individual investors Fisher Investments Ireland Limited—the Ireland-based subsidiary of Fisher Investments and part of the Fisher Investments group of companies, which includes Fisher Investments Norden will begin offering investment management services to high net worth investors and families in Ireland. The announcement follows the firm’s......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech News

iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
Signature Bank Expands West Coast Operations With Appointment of Executive Director and 45 Professionals Spanning 15 Private Client Banking Teams
Banking Fintech News

Signature Bank Expands West Coast Operations With Appointment of Executive Director and 45 Professionals Spanning 15 Private Client Banking Teams

Fintech News Desk
by Fintech News Desk0
Signature Bank, a New York-based full-service commercial bank, announced its expansion efforts in the greater Los Angeles market, complementing its San Francisco operations. Judi Prejean, who will oversee the Bank’s West Coast growth and ongoing operations, was appointed to the post of Executive Director, West Coast Banking Operations, along with......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
1