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James Gorman says the wealth manager is seeing much better retention and recruiting due to its “multiple channels of growth” after several acquisitions.
October 14 -
The higher number of brokers in two of the megabank’s largest business segments reeled in higher client assets based on equity values and inflows.
October 13 -
While a host of factors are at play behind the bond-stock relationship, one thing that links them together is the perception of growth.
October 7 -
The country's biggest financial companies are well represented in the ranking. Citigroup leads the way, followed by JPMorgan Chase and Bank of America.
October 6 -
In 2020, a year marked by deep economic crisis, Pedroso led her team to execute $16.9 billion of lending overall, up 9% from the previous year.
October 6 -
Erdoes has seen huge gains in diversity throughout her 25-year tenure. Now, she says it's time for the industry to help shape the same sort of change in the broader world.
October 6 -
Portney’s recent track record has allowed her to be more confident in her role chief executor of BNY Mellon’s global financial strategy.
October 6 -
While crypto and decentralized finance will likely not replace the traditional systems of banking and finance, the industry needs to get ahead of the curve, Chakar said.
October 6 -
McLaughlin pledged to improve diversity within the capital markets division she runs and across PNC Financial Services Group more widely.
October 6 -
Last year, Browning’s team constructed disruptive research that brings new metrics to the evaluation of economies, markets, strategies and asset classes.
October 6 -
Zapparoli oversaw many of the highest-profile deals to hit the market last year, including multiple tech IPOs.
October 6 -
In the wake of the coronavirus pandemic, Monaco realized that hundreds of her team's public sector clients around the globe would have to radically alter their operations.
October 6 -
Harford was quick to decide that UBS would embrace the flexible work arrangements made necessary by the pandemic as the dawn of a new era in how financial institutions do business.
October 6 -
Last year, the company tapped Milrod to combine all of its sales and relationship management into one group. The initiative led to a 25% increase in new business wins.
October 6 -
Although 2020 was a tough year for the credit card industry, the payment services initiatives Offereins led produced a 29% increase in Pulse’s e-commerce transactions over 2019.
October 6 -
Heitsenrether recognized that JPMorgan Chase had the ability to take client data and turn it into actionable business intelligence for the bank’s clients.
October 6 -
Since Hung joined the firm in 2010, NYLIM has nearly quadrupled its assets under management through a combination of geographic expansion, organic initiatives and acquisitions.
October 6 -
Under Knox's leadership, the private bank had a banner year in 2020, riding high on the market's rise. Her unit had revenue of $3.3 billion.
October 6 -
Noticing that anxiety was high and moral was eroding for her team in the wake of the coronavirus pandemic, Kedia decided to focus on projects that would be impactful, including deploying new digital tools and launching new products.
October 6 -
Under Setiz's leadership, Russell scored an A /A+ rating from the United Nations-supported Principles for Responsible Investment in 2020.
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