Private banks

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.

The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy Sieg, head of wealth.

Fifth Third Wealth Advisors President Eric Housman thinks his bank's $2 billion advisory practice still occupies a distinct position in the industry. But it's not likely to stay that way.

Senior private bankers will play a large role in Deutsche Bank's bid to become one of Wall Street's main European rivals for ultrawealthy customers.

As part of a broader leadership shakeup, JPMorgan Chase has tapped Sanoke Viswanathan to oversee its international wealth business following the departure of a longtime executive.

Citizens Financial said long-time Morgan Stanley leader Paul Casey will spearhead its wealth, private banking units as part of a larger expansion in advisory services.

The bank is betting on attracting high net worth clients in the wake of last year's turmoil.

The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.

A new study sees family offices getting into bond markets but at the cost of another type of bond.

Serving over half of America's billionaires wasn't enough for the country's largest bank.

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.

Bigger, better, faster is a label all giant companies want, especially in the hyper-competitive space of managing money for wealthy clients.

The bank hired a nonprofit exec with a background in impact investing and expanded the roles of two other executives as part of its ESG wealth push.

Rich clients who have seen their portfolios dented are pursuing loans.

Covid froze one of private banking's best tools — invite-only events for the children of wealthy clients. Now, they're starting to return.

A billionaire from post-Soviet Georgia and the giant Swiss bank are duking it out in Singapore over the failure of a trust company owned the financial institution to catch shady transactions.

As the K-shaped recovery continues, wealthy clients are calling their private bankers to see if they should borrow against their art or buy a fourth home.

In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.

The megabank announced second-quarter revenue of $4.1B for the Asset and Wealth Management unit, with net income of $1.2B.

Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.