News Topic: Wealth management
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Small bank takes stake in robo advisor to reach the mass affluent
Wells Fargo names new head of private bank
Growing pains: How the Big Four banks plan to overcome size constraints
A wealth of challenges for HSBC in U.S. pivot
HSBC exiting U.S. retail banking to focus on wealth business
A ‘natural’ transition: Florida wealth firm on verge of becoming bank
Peapack-Gladstone lines up another wealth management acquisition
Lindsey Bell, Ally Invest | Next 2021
Capital City Bank in Florida buys wealth management company
Boston Private to make second attempt at investor approval for SVB deal
KeyCorp hires former JPMorgan exec to lead wealth management
‘No dilly-dallying’: Citi’s Jane Fraser gets to work on overhaul
Fee income lagging, Louisiana bank makes bet on wealth management
JPMorgan plans to hire 300 Black, Latinx wealth advisers by 2025
JPMorgan Chase said it plans to hire 300 additional Black and Latinx wealth advisers by 2025 to serve more clients from those communities and allow employees from diverse backgrounds to advance in their careers. ]] ... Read full article
Citi urges dealmakers to send more business to private bankers
Citigroup’s dealmakers have been keeping busy with family offices looking to get in on the blank-check frenzy. Now the lender wants to bring its private bank a piece of the action. ]] ... Read full article
Wells Fargo ditches Abbot Downing name for ultrarich clients
Wells Fargo is dropping the Abbot Downing name for managing ultrarich clients’ money as wealth and investment management head Barry Sommers remakes the unit. ... Read full article
WSFS to buy Bryn Mawr Bank for $976 million
The Delaware company's pending purchase will create a bank with $43 billion of assets under management. ... Read full article
Merrill Lynch ramps up wealth unit as rich clients flock to Florida
Several prominent Wall Street companies are considering moving some business to Florida, or are relocating outright. ... Read full article
JPMorgan exits Mexico private banking, refers clients to BBVA
JPMorgan Chase is shutting its private banking business in Mexico, according to people with knowledge of the matter, as wealthy clients in some of Latin America’s largest economies move their money to international financial capitals. ... Read full article