Regulation
By Pershing and Fred Reish
private banking
By Fórmate a FondoAppointments
25 Years in Wealth Management
Michael Boardman joins JP Morgan Chase as CEO of Chase Wealth Management
Appointments
Director and IR
Elyssa Kupferberg joins Barclays Wealth & IM in Palm Beach
Private Banking
From Lazard and Silvercrest AM
Palm Beach’s Chilton Trust Welcomes Three Senior Wealth Management Professionals
Appointments
Three new client advisors
Deutsche Asset & Wealth Management Expands Client Advisor Team in Houston
Appointments
Jean-Louis Platteau from BSI
EFG Bank appoints new Head of Private Banking for Geneva
Business
New brand, tagline and logo
Mary Oliva Wealth Protection Advisory Becomes International Wealth Protection
Appointments
Helms becomes vice chairman
Jeff Talpas Will Oversee New BBVA Compass Wealth & Retail Banking group
Appointments
Based in Miami
