CTBC Financial Holding

Provident Financial Holdings Announces CEO Succession

Retrieved on: 
Wednesday, October 25, 2023
Bank, Federal Home Loan Banks, Inland Empire, CTBC Financial Holding, PROV, Federal Reserve Board of Governors, Provident, Retirement, Donavon, F.S.B, San Francisco, Management

RIVERSIDE, Calif., Oct. 25, 2023 (GLOBE NEWSWIRE) -- Provident Financial Holdings, Inc. (“Company” or “Provident”), NASDAQ GS: PROV, the holding company for Provident Savings Bank, F.S.B.

Key Points: 
  • RIVERSIDE, Calif., Oct. 25, 2023 (GLOBE NEWSWIRE) -- Provident Financial Holdings, Inc. (“Company” or “Provident”), NASDAQ GS: PROV, the holding company for Provident Savings Bank, F.S.B.
  • (“Bank” or “Provident”), today announced that Craig G. Blunden, Chairman and Chief Executive Officer (“CEO”), is retiring from his management positions as CEO of the Company and the Bank effective January 1, 2024.
  • Mr. Ternes will continue to serve in his current role as President, Chief Operating Officer, and Chief Financial Officer until January 1, 2024.
  • Mr. Blunden commented, “Management succession is a significant responsibility of the Board of Directors and reflects many years of thoughtful consideration about the future leadership of Provident.

Provident Bank Receives National Certification by Consumer Advocates for Safe, Affordable Account

Retrieved on: 
Thursday, September 21, 2023
Federal Reserve Bank, National accounts, Partnership, Federal Reserve Bank of St. Louis, Senior, City, PROV, Bank regulation in the United States, CTBC Financial Holding, Languages of Ethiopia, Movement, Certification, Inland Empire, Retail banking, Provident, F.S.B, Bank

(“Provident Bank”) announced that its Teen Checking account was officially certified by the Cities for Financial Empowerment Fund (“CFE Fund”) as meeting the Bank On National Account Standards (2023 - 2024).

Key Points: 
  • (“Provident Bank”) announced that its Teen Checking account was officially certified by the Cities for Financial Empowerment Fund (“CFE Fund”) as meeting the Bank On National Account Standards (2023 - 2024).
  • The standards, co-created by consumer advocates, leading national nonprofit organizations, civic leaders, and other financial institutions, designate both core and strongly recommended account features that ensure low cost, high functionality, and consumer safety.
  • “Provident Bank is excited to offer its second certified Bank On account, Teen Checking along with eVantage Checking, to the residents of Riverside and San Bernardino Counties.
  • “The Cities for Financial Empowerment Fund is delighted to award its national Bank On account certification to Provident Bank’s Teen Checking.

2023 CTBC FinTech Summit to Show Prosperous Perspectives for the Future of Fintech in Taiwan

Retrieved on: 
Friday, July 28, 2023
Finance, Professional Services, Digital Cash Management, Digital Assets, Technology, Fintech, Titan, CTBC Financial Holding, Policy, Business, Microsoft, Multimedia, Carbon, McKinsey & Company, Government, CTBC, ESG, AI, Contour, Management, Cryptocurrency

The 2023 CTBC Fintech Summit, being the first of its kind, showcased the vibrant innovation scenes in the local fintech ecosystem.

Key Points: 
  • The 2023 CTBC Fintech Summit, being the first of its kind, showcased the vibrant innovation scenes in the local fintech ecosystem.
  • Co-organized by Business Weekly Taiwan and CTBC Financial Holding Co., Ltd. (CTBC Holding), the summit focused on topics of financial innovation and sustainable development with “Fintech for Good” as the theme.
  • During the event, Business Weekly and CTBC extended a special invitation to international fintech and independent market analyst Chris Skinner to share his views on the future trends in fintech.
  • CTBC will continue on its path of promoting digital transformation and the use of fintech in the future, achieving a bright future for everyone.

Integrated Financial Holdings Announces Death of President & CEO Eric J. Bergevin

Retrieved on: 
Monday, January 9, 2023
Entrepreneurship, MVB, EVP, McConnell, Bergevin, OTCQX, CTBC Financial Holding, Management

Eric was a passionate aviator who will be remembered as an incredible friend, colleague, leader and most importantly, husband and father.

Key Points: 
  • Eric was a passionate aviator who will be remembered as an incredible friend, colleague, leader and most importantly, husband and father.
  • In his professional life, Eric was a larger-than-life visionary with extraordinary drive, entrepreneurship experience and banking intellect.
  • Marc McConnell, Chairman of the IFHI Board of Directors, issued the following statement, “This is an unfathomable loss to comprehend.
  • In addition, Melissa Marsal, EVP/Chief Operating Officer of West Town Bank and IFHI, has also been appointed to the role of President and Chief Executive Officer of West Town Bank.

CTBC Holding Celebrates Record-breaking Performance In 2022

Retrieved on: 
Tuesday, January 3, 2023
Finance, Banking, Environment, Professional Services, Sustainability, Sustainable Development Goals, Sustainable Development Goal 9, Multimedia, IDC, Information technology, DJSI, A3, CTBC Bank, CTBC, Family, Certificate of Professional Competence, CTBC Financial Holding, Dow Jones, First Nations in Ontario, United Nations, A1

CTBC Holding has outperformed itself, setting a record by winning 290 major accolades in 2022.

Key Points: 
  • CTBC Holding has outperformed itself, setting a record by winning 290 major accolades in 2022.
  • In terms of credit rating, Moody’s Investors Service has affirmed the ratings of CTBC Financial and CTBC Bank at A3 and A1, respectively, maintaining CTBC Holding’s place as a top brand in terms of business quality and professional competence.
  • View the full release here: https://www.businesswire.com/news/home/20230103005255/en/
    CTBC Holding celebrates record-breaking performance in 2022 (Photo: Business Wire)
    CTBC Holding President James Chen said that CTBC had been ahead of the curve in adopting new initiatives and offering a comprehensive suite of financial services through integrating resources from its subsidiaries to serve the needs of customers.
  • Of the 290 awards won by CTBC Holding, it includes 41 prestigious international and regional awards; while CTBC bank showed outstanding performance by taking home over 180 awards.

CTBC Invitational Golf Tournament Kicks off in Kaohsiung, Offering a Total Prize Pool of NT$5 Million

Retrieved on: 
Wednesday, December 28, 2022
Women, Sports, Finance, Banking, Golf, Professional Services, Philanthropy, Fund Raising, Consumer, Foundation, Education, MOD, Sport, Multimedia, Country club, News, CTBC Bank, Basketball, CTBC, GOLF, Golf, Culture, CTBC Financial Holding, Television, Photograph, Student, Professional Golfers Association, Baseball, Tokyo Star Bank, Video game, Film

The 2022 CTBC Invitational, an annual women’s golf tournament hosted by CTBC Bank, will be held at the Kaohsiung Golf and Country Club for three consecutive days from December 29 this year, with total prize money of NT$5 million up for grabs.

Key Points: 
  • The 2022 CTBC Invitational, an annual women’s golf tournament hosted by CTBC Bank, will be held at the Kaohsiung Golf and Country Club for three consecutive days from December 29 this year, with total prize money of NT$5 million up for grabs.
  • The three-day tournament is open to the public for free and it can also be watched online or on television through MOD, Facebook, and YouTube.
  • (Photo courtesy of CTBC Bank)
    Addressing the pre-tournament news conference on December 26, CTBC Holding vice chairman Thomas Chen (陳國世) said that CTBC has been working on five areas of welfare focus: charity, anti-drug, sports, education, and arts and culture.
  • CTBC has hosted the women's golf tournament since 2012, and this year is the first time it will take place in Kaohsiung, where a star-studded lineup of players is set to compete.

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Retrieved on: 
Monday, January 10, 2022
Professional Services, Other Professional Services, Small Business, Finance, Consulting, Banking, Accounting, Technology, Gene, CEO, RIA, Solution, Time, Industry, Culture, CTBC Financial Holding, Trust, LLC, Partnership, Financial services, Financial adviser, Bank, Merchant, Summit Financial, Merchant Investment Management, LLC, Fieldpoint Private, SUMMIT FINANCIAL, MERCHANT INVESTMENT MANAGEMENT, LLC, FIELDPOINT PRIVATE

Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoints investment advisory unit, establishing a partnership that will deliver Fieldpoint Privates banking capabilities through the Summit advisor services platform, SummitVantage.

Key Points: 
  • Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoints investment advisory unit, establishing a partnership that will deliver Fieldpoint Privates banking capabilities through the Summit advisor services platform, SummitVantage.
  • In 2019, Gregor brought in Merchant, who arrived with long-term and durable equity capital, and gave rise to the launch of Summit Growth Partners .
  • Summit Financial Holdings, LLCs affiliated firms include, but are not limited to, Summit Financial, LLC, Summit Risk Management, LLC, Summit Advisory Services, LLC, Summit Services IT, LLC, and Summit Growth Partners, LLC.
  • Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.

Align Financial Holdings acquires NationsBuilders Insurance Services

Retrieved on: 
Saturday, August 28, 2021
Professional Services, Communications, Other Professional Services, Insurance, Consulting, Public Relations, Investor Relations, Industry, P&C, LLC, Transport, Acquisition, Equipment, Leadership, Insurance, Board of directors, LLP, Telematics, Board, Risk management, Safety, Concrete, North America, Partnership, Solution, CEO, Piper Sandler Companies, CTBC Financial Holding, Management, Financial adviser, ALIGN FINANCIAL HOLDINGS, NBIS

Align Financial Holdings, LLC (Align), a leading general agency and specialist program underwriting manager, today announced that it has acquired NationsBuilders Insurance Services, Inc. (NBIS), an underwriting manager specializing in providing risk management, underwriting and claims handling expertise to the crane & rigging, specialized transportation, concrete pump and equipment rental, and dealer industries.

Key Points: 
  • Align Financial Holdings, LLC (Align), a leading general agency and specialist program underwriting manager, today announced that it has acquired NationsBuilders Insurance Services, Inc. (NBIS), an underwriting manager specializing in providing risk management, underwriting and claims handling expertise to the crane & rigging, specialized transportation, concrete pump and equipment rental, and dealer industries.
  • Kieran Sweeney, Founder and CEO of Align, stated, I am really delighted to welcome all the employees of NBIS to the Align family.
  • Bill Tepe, President of NBIS, commented, Align is the right company to lead NBIS into its next chapter.
  • Align operates four agency businesses: Align General Insurance Agency, LLC, Catalytic Risk Managers & Insurance Agency, LLC, Deposit Choice, LLC and NALICO General Agency, LLC.

CTBC Investments and ICE Data Services to Collaborate on ESG Products

Retrieved on: 
Tuesday, December 1, 2020
Finance, Data management, Professional services, Technology, Software, Economy of London, Intercontinental Exchange, CTBC, Financial markets, Companies, Service companies, CTBC Financial Holding, Intercontinental Exchange, CTBC Investments Co., Ltd.

Intercontinental Exchange, Inc. (NYSE: ICE), a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listings services, today announced that ICE Data Services and CTBC Investments Co., Ltd. (CTBC Investments) will collaborate to develop environmental, social and governance (ESG) indices and financial products for market participants.

Key Points: 
  • Intercontinental Exchange, Inc. (NYSE: ICE), a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listings services, today announced that ICE Data Services and CTBC Investments Co., Ltd. (CTBC Investments) will collaborate to develop environmental, social and governance (ESG) indices and financial products for market participants.
  • CTBC Investments plans to launch ETF products that will use these new ESG indices, which have been recognized through CTBC Investments efforts by the Taipei Exchange, as their underlying benchmarks.
  • We believe that our work with ICE Data Services allows us to further our commitment to our customers by providing them with a comprehensive suite of ESG products and solutions, said Eric Chang, President of CTBC Investments.
  • CTBC Investments' principal responsibilities span securities investment trusts, discretionary investment services, offshore fund master agent services and other government-sanctioned business.

CTBC Bank USA CEO Noor Menai to Speak at the FT Global Banking Summit

Retrieved on: 
Monday, November 30, 2020
Banking, Professional services, Finance, Noor Menai, CTBC, Financial services, CTBC Financial Holding

CTBC Bank USA announced today that its President & CEO Noor Menai will speak at the FT Global Banking Summit on December 3, 2020.

Key Points: 
  • CTBC Bank USA announced today that its President & CEO Noor Menai will speak at the FT Global Banking Summit on December 3, 2020.
  • CTBC Bank USA is a trusted and established financial institution for commercial and retail customers.
  • Founded in 1989 and headquartered in Los Angeles, CTBC Bank operates branches in California, New Jersey, and New York.
  • Customers benefit from access to large bank resources coupled with individual attention and customized service of a small bank.