Tag : private banking

Banchile Inversiones stands out as a key player in the financial sector
Finance Investment Services News

Banchile Inversiones stands out as a key player in the financial sector

EIN Presswire
by EIN Presswire0
These awards reflect ongoing commitment to leadership in the financial industry, through delivery of innovative solutions that create value for all customers. Banchile Inversiones has been recognized with three major distinctions at The European Global Banking and Finance Awards 2025, consolidating its position as one of the most prominent financial......
LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform
Fintech News

LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform

GlobeNewswire
by GlobeNewswire0
First Horizon Advisors, Inc., includes approximately 125 advisors serving approximately $18B in assets LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of LPL Financial LLC, announced that First Horizon Bank, the banking subsidiary of First Horizon Corporation (NYSE: FHN), has transitioned support of the bank’s broker-dealer and investment advisory......
Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit
Banking News

Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit

Business Wire
by Business Wire0
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert Mechanics Bank has appointed Kelly Johnston as executive vice president and director of wealth management. The industry veteran will lead the Bank’s longtime Wealth Management unit, with a focus on providing additional offerings in trust and estate services, retirement......
HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy
Banking News

HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy

Business Wire
by Business Wire0
HSBC has launched its Global Private Banking (GPB) business in India to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) professionals, entrepreneurs and their families. The new business is aimed at clients with investable assets of more than $2 million. “Entrepreneurialism and innovation are fuelling both economic growth and significant wealth creation......
American Bank & Trust Selects Marstone’s Digital Wealth Management Services
Banking News

American Bank & Trust Selects Marstone’s Digital Wealth Management Services

Business Wire
by Business Wire0
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service......
First Bank and Malvern Bancorp, Reach Agreement on Strategic Combination
Banking Fintech News

First Bank and Malvern Bancorp, Reach Agreement on Strategic Combination

Fintech News Desk
by Fintech News Desk0
Expanded Presence in Highly Desirable New Jersey and Pennsylvania Markets First Bank and Malvern Bancorp, Inc., the parent company of Malvern Bank, National Association (“Malvern Bank”), announced that they have entered into a definitive merger agreement pursuant to which First Bank will acquire Malvern Bancorp, Inc. and Malvern Bank in......
TD Bank Announces Multi-Year Extension of Credit Card Partnership with Nordstrom
Banking News

TD Bank Announces Multi-Year Extension of Credit Card Partnership with Nordstrom

Fintech News Desk
by Fintech News Desk0
TD Bank, America’s Most Convenient Bank, announced the extension of its credit card program agreement with Nordstrom, Inc. TD will continue providing exceptional card products and experiences to Nordstrom customers as the exclusive issuer of Nordstrom’s U.S. Visa and private label consumer credit cards. “Our teams have built an outstanding......
Sanjay Sharma to Lead SEI's Private Banking Business
Banking News

Sanjay Sharma to Lead SEI’s Private Banking Business

Fintech News Desk
by Fintech News Desk0
Evolution of SEI’s Leadership Reinforces Strategic Focus on Driving Growth SEI announced that Sanjay Sharma has been appointed to lead its Private Banking business segment. Sharma will be responsible for overall strategy and business growth through the delivery of comprehensive technology, operational, and investment solutions for U.S. and U.K. wealth management organizations.......
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.......
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