Asian Private Banker

Noah Holdings Wins 'Best Independent Wealth Manager - China' Award for Seventh Year in a Row

Retrieved on: 
Friday, March 8, 2024
HK, Asian Private Banker, Investment, News, Growth, Sun Life Financial, HKEX, Entrepreneurship, Policy, Alpha, CIO, Distinction

The organization's annual APB Summit in Hong Kong and Singapore caters to a wide audience within the private wealth management community.

Key Points: 
  • The organization's annual APB Summit in Hong Kong and Singapore caters to a wide audience within the private wealth management community.
  • "Chinese wealth manager Noah Holdings continues its offshore expansion, tapping Chinese clients who wants to go global.
  • These results highlighted the Company's strong performance and the trust that clients place in it as private wealth manager.
  • Mr. Yin Zhe, Co-Founder and CEO of Noah, commented "2023 was a tremendous year for Noah and we are honored to receive the "Best Independent Wealth Manager - China" award for the seventh time.

Fieldpoint Private Launches Comprehensive Credit Card Program with Corserv

Retrieved on: 
Tuesday, August 22, 2023
Reward, Trust, Life, Asian Private Banker, Bank, Financial services

ATLANTA, Aug. 22, 2023 /PRNewswire-PRWeb/ -- Corserv, a company that empowers banks and fintechs with payment programs, has implemented a unique credit card program with Greenwich, CT-based Fieldpoint Private, to improve their clients' banking and wealth management experience.

Key Points: 
  • Corserv, a company that empowers banks and fintechs with payment programs, has implemented a unique credit card program with Greenwich, CT-based Fieldpoint Private, to improve their clients' banking and wealth management experience.
  • ATLANTA, Aug. 22, 2023 /PRNewswire-PRWeb/ -- Corserv , a company that empowers banks and fintechs with payment programs, has implemented a unique credit card program with Greenwich, CT-based Fieldpoint Private, to improve their clients' banking and wealth management experience.
  • Fieldpoint Private provides services from private banking to wealth and trust advisory that are catered to successful individuals, families, entrepreneurs, businesses and institutions.
  • With Corserv's Account Issuer program, Fieldpoint Private will offer wealth management credit cards with high rewards and features like concierge service and access to airline lounges.

VISTA BANK CONTINUES ITS FLORIDA EXPANSION WITH THE ADDITION OF SIX SEASONED FLORIDA BANKING PROFESSIONALS

Retrieved on: 
Monday, August 14, 2023
Palm Beach Gardens, Florida, PALM, Senior, Private, Asian Private Banker, TD, BankUnited, Common equity, Toronto-Dominion Bank, Suite, Garden, BEACH, Private banking, Bank, Florida State Road 786, Portfolio management, Creative industries, Drug, Real estate, Vista Bank

PALM BEACH GARDENS, Fla., Aug. 14, 2023 /PRNewswire/ -- Vista Bank announced today that it had added six banking professionals to its Florida team. Joining Bank President Dan R. Sheehan are respected Florida bankers Michael Woody, Mandi Friedman, Steven Quinn, Melissa Norman, Cindy Rey, and Jill Garic. All six industry experts previously worked with Mr. Sheehan and are excited to reunite and lead Vista's expansion into the Florida market. 

Key Points: 
  • PALM BEACH GARDENS, Fla., Aug. 14, 2023 /PRNewswire/ -- Vista Bank announced today that it had added six banking professionals to its Florida team.
  • An integral part of our prior success, I know they will be invaluable as we expand Vista Bank across the Florida marketplace."
  • "And we look forward to supporting them as they provide South Florida entrepreneurs with Vista Bank's private banking concierge-level service."
  • Last month, Vista Bank announced the opening of its premier Florida banking center, the first location outside the state of Texas in its rich century-old history.

ViewTrade Accelerates APAC Commitment with Key Executive Team Additions

Retrieved on: 
Wednesday, August 2, 2023
Fintech, International, Thomson Reuters, Asian Private Banker, Head, Ronit, Sanjay Gangwani, City, LexisNexis, International Growth Centre, Growth, The International Stock Exchange, MENA, Drug, Bank, Nancy Stockall, Symphony, GIFT City

These key strategic hires reflect ViewTrade's continued commitment to expansion and meeting increasing demand for cross-border investment technology solutions across the wider Asia and Middle East regions.

Key Points: 
  • These key strategic hires reflect ViewTrade's continued commitment to expansion and meeting increasing demand for cross-border investment technology solutions across the wider Asia and Middle East regions.
  • In his new role Gangwani will also be spearheading the firm's accelerated expansion across the Middle East, alongside APAC.
  • Prior to joining ViewTrade, Gangwani was at Symphony, a leading provider of financial markets infrastructure and workflow technologies.
  • "With a decades-long history of fintech innovation, ViewTrade has built an incredible franchise in APAC and beyond," said Gangwani.

Peapack-Gladstone Bank Hires Brian J. Scherman as Senior Vice President, Director of Residential and Consumer Lending

Retrieved on: 
Monday, July 31, 2023
Bachelor of Science, HSBC Bank, Senior, Asian Private Banker, Commerzbank, First Republic, Business, JPMorgan Chase, Wharton School of the University of Pennsylvania, Financial planner, PGC, Business administration, HSBC, Pace University, FINRA, Consumer, Growth, Citibank, Chase Bank, Science

BEDMINSTER, NJ , July 31, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market:  PGC) and Peapack-Gladstone Bank announce the appointment of Brian J. Scherman as Senior Vice President, Director of Residential and Consumer Lending.

Key Points: 
  • BEDMINSTER, NJ , July 31, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market:  PGC) and Peapack-Gladstone Bank announce the appointment of Brian J. Scherman as Senior Vice President, Director of Residential and Consumer Lending.
  • Mr. Scherman is responsible for both residential and consumer lending, management of the loan origination team, and new business development and underwriting.
  • Prior to First Republic, Mr. Scherman served as Vice President, Citigold Relationship Manager, at Citibank and Vice President, Private Banker, at JPMorgan Chase Bank in New York, NY.
  • Additional roles in New York City included Premier Relationship Manager, HSBC Bank USA Na; Financial Planner, MetLife Securities; and Vice President, Mortgage-Backed Securities Trader, Commerzbank AG.

Paul Black II, Leslie Hammond, Kelly Maxwell and Alan Patterson join Coastal States Bank's Commercial Banking Team in Atlanta

Retrieved on: 
Monday, July 24, 2023
Treasury, Senior, Paul, Atlanta Regional Commission, Asian Private Banker, Alan, Postgraduate education, Rock (geology), Pedigree, Cobb, Environment, CSB, Cryptocurrency, Bank, Akers Mill

Paul Black II, Leslie Hammond, Kelly Maxwell and Alan Patterson joined CSB's Cobb County team in July and will serve customers at CSB's Akers Mill branch.

Key Points: 
  • Paul Black II, Leslie Hammond, Kelly Maxwell and Alan Patterson joined CSB's Cobb County team in July and will serve customers at CSB's Akers Mill branch.
  • Paul Black II joins the community bank as Senior Vice President, Cobb Commercial Banking Team Leader.
  • Alan Patterson, Senior Vice President, Commercial Banker, will provide financing, deposit and treasury management services to homebuilders and commercial clients.
  • Also joining CSB's Cobb commercial banking team are two banking assistants, Karrie Boyd-Green and Cathy Roach, who will support the commercial bankers in delivering banking solutions to Atlanta's business community.

Signature Bank Appoints Five Private Client Banking Teams and Names Group Director to Existing Team Throughout the Metropolitan New York Marketplace

Retrieved on: 
Monday, June 13, 2022
Small Business, Banking, Professional Services, Finance, Structure of the Federal Reserve System, FDIC, Time, State Street Bank & Trust Co. v. Signature Financial Group, Inc., Financial services, LLC, Office of the Supervising Architect for the U.S. Treasury, Signature Bank, JPMorgan Chase, Bank, Forward-looking statement, Group, Environment, Senior, C&I, Solution, Sentinel Management Group, Sale, Treasury, M&T Bank, Unitary state, Assistant, Private Securities Litigation Reform Act, Dime Community Bank, COVID-19, Board, Asian Private Banker, Capital One, Government, Industry, Federal Reserve Board of Governors, Federal Reserve, Safety, Management, Krasnoye-na-Volge, Citibank

Signature Bank (Nasdaq: SBNY), a New York-based, full-service commercial bank, announced today the appointment of five private client banking teams throughout the metropolitan New York area as well as a group director assigned to an existing team.

Key Points: 
  • Signature Bank (Nasdaq: SBNY), a New York-based, full-service commercial bank, announced today the appointment of five private client banking teams throughout the metropolitan New York area as well as a group director assigned to an existing team.
  • Joining Madigans team, based in Melville, Long Island, N.Y., are several professionals who were named Group Director and Senior Vice President.
  • Keith Novitz, also named Group Director and Senior Vice President at the Bank, most recently served as Senior Vice President of the commercial bank at his prior institution.
  • Tamra Postiglione, named Group Director and Senior Vice President, and Candice Singer, Associate Group Director and Vice President, both join Signature Banks private client banking office in Garden City, Long Island, N.Y.

Wilmington Trust Adds Laura Phillips as Senior Wealth Advisor to Palm Beach Office

Retrieved on: 
Tuesday, May 17, 2022
Tertiary Institutions Service Centre, WTNA, WTC, Wealth management, Multimedia, Bank, M&T Bank, Solution, WTIA, Phillips, Bank of America, WTIM, WFMC, Trust, Private banking, Industry, High-net-worth individual, Financial plan, Foundation, Sale, Asian Private Banker, Wealth, Corporation, Wells Fargo, Regions Financial Corporation, LLC, NMLS, FDIC, Financial services, Public relations, Financial adviser, Wilmington Trust

WILMINGTON, Del., May 17, 2022 /PRNewswire/ --Wilmington Trust, a leader in wealth management and corporate and institutional services, announced today that Laura Phillips has been hired as a senior wealth advisor in its North Palm Beach, FL office.

Key Points: 
  • WILMINGTON, Del., May 17, 2022 /PRNewswire/ --Wilmington Trust, a leader in wealth management and corporate and institutional services, announced today that Laura Phillips has been hired as a senior wealth advisor in its North Palm Beach, FL office.
  • "We're glad to welcome Laura to our growing Florida region," said Ted Brown, Wilmington Trust Wealth Management regional executive.
  • Prior to joining Wilmington Trust in 2022, she was a wealth advisor in the Private Wealth division at Regions Bank.
  • (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM).

Rapidly Growing RIA Summit Trail Advisors Continues to Expand in PA with Addition of New Relationship Manager Brady Barnes

Retrieved on: 
Thursday, May 12, 2022
Finance, Consulting, Banking, Professional Services, Other Professional Services, Senior, Asian Private Banker, Social media, Wilmington Trust, Dynasty, National FongShan Senior Commercial & Industrial Vocational School, Culture, Industry, AEP, Movement, CFP, Milk, Financial adviser, Financial services

Summit Trail Advisors announced today that Brady Barnes joined the firm as Vice President, Relationship Manager.

Key Points: 
  • Summit Trail Advisors announced today that Brady Barnes joined the firm as Vice President, Relationship Manager.
  • As a Relationship Manager for the $1B Harrisburg team, Mr. Barnes will be key to providing scale to our growing practice that is successfully serving the ultra-high net worth community in Central Pennsylvania and the mid-Atlantic markets.
  • Before joining Summit Trail Advisors, Mr. Barnes was a Senior Wealth Advisor for Wilmington Trust.
  • Summit Trail Advisors is a leading Networked Family Office with offices in New York, Chicago, San Francisco, Boston, Seattle, and Harrisburg, PA.

Leading Crypto Content Brands Merge With Holodeck Media to Become First Integrated Metaverse, Gaming, and Crypto Media Company

Retrieved on: 
Thursday, May 5, 2022
Crypto, Metaverse, Hong Kong residents, University, Financial Times, Collection, GLOBE, Policy, Company, CNBC, Palgrave Macmillan, All, Fox Sports, META, Blockchain, The Future of Money, Microsoft, Game Network, Time, Association, Industry, Economist, Leadership, Impact, Bloomberg, Financial services, Asian Private Banker, LinkedIn, TED (conference), Meta, CNN, IP, BBC, The Wall Street Journal, Technology, CEO, Holodeck, AI, Foundation, Financial technology, Future, Cryptocurrency, Video game, Amazon, Facebook

The entire collection of crypto content, from the podcasts and newsletters to the iconic 60-second market updates and long-form educational content, will now be part of the Holodeck Media portfolio.

Key Points: 
  • The entire collection of crypto content, from the podcasts and newsletters to the iconic 60-second market updates and long-form educational content, will now be part of the Holodeck Media portfolio.
  • The result will be the leading multi-channel media platform with content focused on metaverse, gaming, and crypto themes.
  • Such an integrated platform will allow brands to reach this niche audience, ranging from gaming to crypto, via various types of content in a broad range of channels.
  • Holodeck Media is focused on creating unique content and IP targeted at metaverse, gaming, and crypto audiences.