Tag : private banking

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
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
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
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
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
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
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

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.......
SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina
Banking Business News

SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina

Fintech News Desk
SouthState Bank has hired nine bankers to continue to expand its Commercial, Business and Private Banking teams across Florida, Alabama, Georgia and South Carolina. “According to most recent Census data, Florida had the largest net migration gains in the country, with steady in-migration expected to continue in years to come. We continue to see significant demand for......
ABN AMRO Bank Signs to Extend Partnership on the Temenos Banking Cloud
Banking News

ABN AMRO Bank Signs to Extend Partnership on the Temenos Banking Cloud

Fintech News Desk
Dutch bank accelerates the pace of innovation and speed of software delivery with Continuous Deployment on the Temenos Banking Cloud Dutch banking giant ABN AMRO Bank has signed a multi-year subscription extension with Temenos to support customer growth and business expansion on the Temenos Banking Cloud. The extended agreement includes......
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