More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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A year after McShane took over, the bank’s CRE operations posted a 5% increase in profits, despite the challenges of the pandemic.
October 6
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In the midst of the COVID-19 pandemic, Burke has taken on massive projects such as the company's headquarters transition from New York to Nashville, Tennessee.
October 6
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With Venkatraman’s guidance, Credit Suisse’s investment bank has also joined the financial industry’s move toward cloud computing.
October 6
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Liu became head of Citi’s North American private bank in 2019 and, in 2020, beat her projections by 12% despite the pandemic.
October 6
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Hackley, proud of her Cuban heritage, has made a point of mentoring and recruiting Hispanic undergraduates and MBA students.
October 6
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Braming revamped the company's recruiting process by instituting diverse candidate and interviewer slates and expanding scouting for prospects and interns.
October 6
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Since becoming head of investment and corporate banking at Mizuho Americas, Katz has lead it through explosive growth in its M&A strategy and leveraged buyout practices.
October 6
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As global co-head of mergers and acquisitions at J.P. Morgan, Aiyengar is the only woman and only person of color to hold such a position.
October 6
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Mohr, the chairperson of the Fairness Opinion Committee, vets every fairness opinion originating in both Asia and the Americas, ensuring that M&A transactions are equitable for all.
October 6
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The PE-backed consolidators picked up firms with a combined $6.7 billion in client assets as high valuations and expansion plans bring sellers to the table.
October 5
