Search Results for: Private Client

Signature Bank Launches New National Business Line With Appointment of HBF Team
Banking Finance News

Signature Bank Launches New National Business Line With Appointment of Healthcare Banking and Finance Team

Fintech News Desk
by Fintech News Desk0
Nine Seasoned Banking Professionals Comprise New Private Client Banking Team to Serve Healthcare Industry Signature Bank, a New York-based, full-service commercial bank, announced the launch of a new business line with the appointment of a nine-person Healthcare Banking and Finance (HBF) team. The new private client banking team will provide......
Garner Tongyeong International Steps Up Hiring to Grow Its Retail Trading Department
Fintech News Trading

Garner Tongyeong International Steps Up Hiring to Grow Its Retail Trading Department

Fintech News Desk
by Fintech News Desk0
Financial services company Garner Tongyeong International has announced its efforts to grow its retail trading department located in Toronto, Canada. The North American office will act as an international hub for its private retail operations for the company Garner Tongyeong International has announced that it is looking to recruit multiple strategic......
Popular Bank Appoints Bertha Rozier to Lead Retail and Transformation
Banking News

Popular Bank Appoints Bertha Rozier to Lead Retail and Transformation

Fintech News Desk
by Fintech News Desk0
Popular Bank, a subsidiary of Popular, Inc. announced the appointment of Bertha Rozier as SVP of Retail Banking and US Transformation. In this role, Ms. Rozier will continue to grow the Bank’s retail business, leveraging her experience leading multi-disciplinary business units and her expertise in marketing, product and customer experience.......
Currencies Direct Announces £140 Million Strategic Investment from Blackstone
Investment Services News

Currencies Direct Announces £140 Million Strategic Investment from Blackstone

Fintech News Desk
by Fintech News Desk0
Palamon Capital Partners, a pan-European growth investor, and Corsair, a leading private equity firm targeting services, software, and payments investments in the financial services market, announced that funds managed by Blackstone Tactical Opportunities (“Blackstone”) have agreed to make a £140 million strategic investment in Currencies Direct (the “Company”), a leading......
HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice
Banking News

HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice

Fintech News Desk
by Fintech News Desk0
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of two senior bankers, expanding the firm’s public finance education practice. The Sims public finance education team provides comprehensive capital planning, structure and execution for charter schools, public and......
ERMProtect Adds Cryptocurrency Investigations and Compliance Services
Cryptocurrency News

ERMProtect Adds Cryptocurrency Investigations and Compliance Services

Fintech News Desk
by Fintech News Desk0
The new Cryptocurrency Investigations and Compliance services positions the firm to help law enforcement agencies, financial institutions, and private clients lift the veil on crypto transactions ERMProtect Cybersecurity Solutions is proud to announce that it is adding Cryptocurrency Investigations and Compliance to its service line. The new service positions the......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
Delegate Advisors Names President and Chief Investment Officer
Investment Services News

Delegate Advisors Names President and Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief investment officer. This newest addition to the growing team will further Delegate’s......
Regency Financial Services Extends Platform Availability to Individual Investors
Investment Services News

Regency Financial Services Extends Platform Availability to Individual Investors

Fintech News Desk
by Fintech News Desk0
Regency Financial Services, part of the global insurance group, Regency Assurance, announce their exclusive investment platform is available to individuals designated as professional investors or private clients. These investment options and services have historically only been available to commercial, institutional, and government partners and can now be accessed by individual......
The Financial Marketing Institute Announces Leading Financial Services Companies
Finance Fintech News

The Financial Marketing Institute Announces Leading Financial Services Companies in Digital Experience For 2021

Fintech News Desk
by Fintech News Desk0
The Financial Marketing Institute, the provider of the most comprehensive research and analytics for financial marketers, announces the leading financial services companies in digital experience for 2021. “Our digital experience models are quantitatively-driven and, therefore, enable us to provide very specific analysis to our sponsor participants on where they are......
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