Finance News
JPMorgan Among Winners as Latin American Wealth Flocks to Miami
Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations
By NB
Dec 20, 2023
Hermes Billionaire’s Charity Fights Plan to Cut Inheritance
Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.
By NB
Dec 20, 2023
Vanguard’s Head of Financial Advisor Services to Retire
Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan. 1.
By NB
Dec 20, 2023
Meet the Ten to Watch in 2024
These 10 individuals are set to innovate and influence the wealth management industry in 2024.
By NB
Dec 19, 2023