All articles by Patrick Brusnahan
Patrick Brusnahan
Editor of Private Banker International.
JTC boosts European team with Switzerland hire
JTC has bolstered its European Private Client Services (PCS) team by appointing Helena Storiohann as a director in its Geneva office.
Filings signal: China Shenhua Energy the main winner of Q2 2023
China Shenhua Energy was the winner of Q2 2023 according to GlobalData in terms of filings in financial services.
Patents signal: China and US lead patents over the last three years
Perhaps unsurprisingly, China and the US have lead the way for patents in recent history.
Jobs signal: more jobs posted in June 2023 than May, but less seniority needed
June 2023 saw a large number of jobs posted in financial services, but are companies looking for quality or quantity in their hiring?
JPMorgan asset and wealth management up nearly a quarter in Q2 2023
Net income for JPMorgan in wealth and asset management totalled $1.2bn in Q2 2023, 22% up from Q2 2022.
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Wells Fargo Wealth sees revenue drop but assets rise in Q2 2023
The wealth and investment management arm of Wells Fargo saw revenue drop 2% year-on-year in Q2 2023, from $3,705m to $3,681m.
Pallas Capital Advisors absorbs $175m wealth management team
Pallas Capital Advisors has acquired a financial planning team, led by Damien DePeter and Michael McCarthy.
CAPTRUST acquires Southern Wealth Management
CAPTRUST Financial Advisors has added Southern Wealth Management to its company.
InvestCloud appoints president and CFO
SaaS firm for wealth management InvestCloud has hired Heather Bellini as its president and chief financial officer.
Evelyn Partners adds to Bristol financial planning team
Wealth management group Evelyn Partners has made a senior appointment to its Bristol office.