Morgan, which are readily available and directly accessible as the need arises. Among the financial services my team and I address are: Asset Allocation Discretionary Portfolio Management Private Equity Corporate Retirement Programs Executive Services Business Succession Planning M&A Activity Liquidity Events...
The world’s best bank for wealth management 2023: JPMorgan In the US, JPMorgan has 55 dedicated private banking offices, from Austin to Seattle, and Cincinnati to Fort Lauderdale. Elsewhere, it focuses heavily on serving high and ultra-high net-worth customers in Europe, where it has eight...
J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.7 trillion and operations worldwide. J.P. Morgan Wealth Management has more than 5,000 advisors and ~$647 billion of a...
Crawford established her career at Morgan Stanley and Raymond James before founding fincap360. Seattle-based Laird Norton Wealth Management named financial industry veteran Ron Albahary as its new chief investment officer. Albahary serves on LNWM’s executive leadership team, leading all aspects of...
Deutsche Bank appointed former JP Morgan senior figure Esther Wong in the newly-formed role of managing director and group head of a wealth management team in Southeast Asia. Based in Singapore, she reports to Anurag Mahesh, vice chairman and interim head, IPB Southeast Asia. Before this, Wong...
In a separate announcement, Wells Fargo Advisors Financial Network - Wells Fargo’s independent brokerage arm - added two practices in Seattle, WA, with a combined $549 million in assets under management. In Mercer Island, Butler Wealth Management is comprised of financial advisors Jim Butler and...
She was previously at Goldman Sachs Asset Management, London and JP Morgan Geneva. Itay Halperin came on board as a senior investment manager from Credit Suisse where he covered the Israeli market as part of the Emerging Europe division. He is based in London and focuses on Israeli UHNW ...
Virginia-based registered investment advisor Washington Wealth Management added California Wealth Transitions and Overlake Partners to its advisor platform - taking its assets under management to $1 billion. Based outside Seattle in Bellevue, WA, Overlake Partners is an independent financial advisory practi...