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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The bank is an aggressive recruiter of HNW and UHNW talent.
January 17
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The 17-member team is one of the largest to switch employers in recent years.
January 17
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Sonu Batra is a consultant with Point B, an integrated management consulting, venture investment, and real estate development firm. Batra is an experienced Global Delivery Executive responsible for end-end account management, program management and delivery of innovative IT solutions that drive customer value, increase efficiency, and optimize investment for business and IT groups across various clients.
January 17
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Kai Andrews is a consultant with Point B, an integrated management consulting, venture investment, and real estate development firm. Andrews’ expertise lies in leading companies through the design and execution of their workplace transformations to enable their Future of Work, with deep expertise in how to create and sustain collaborative working environments.
January 17
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The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.
January 17
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A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.
January 16
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The departure is likely to give the Republicans a stronger majority at least for a short time.
January 16
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The changes come a month after she was named CEO of the bank’s newly formed wealth management unit.
January 16
