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John Hardin joins UBS Private Wealth Management as financial advisor in Miami

John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, bringing extensive experience from J.P. Morgan, where he focused on ultra-high net worth clients. He is accompanied by Senior Wealth Strategy Associate Katelyn O’Hara, who also transitioned from J.P. Morgan. Together, they will enhance the capabilities of the Integra Partners team, which manages over $7.2 billion in client assets.
citybiz
United States Dollar Credit Suisse Anlagestiftung J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
19:41 17.10.2024

ubs enhances southeast presence with new ultra high net worth advisor

UBS has strengthened its private wealth division in South Florida by hiring John Hardin from JPMorgan, along with senior wealth strategy associate Katelyn O’Hara. Both will join the $7.2 billion Integra Partners team in Coral Gables, enhancing UBS's commitment to ultra-high-net-worth clients.
@investmentnews
United States Dollar JPMorgan Chase & Co. Merrill Lynch The Goldman Sachs Group, Inc. UBS SA Morgan Stanley POL USA Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, News Article
17:59 17.10.2024

John Hardin joins UBS Private Wealth Management in Miami office

John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, bringing extensive experience from J.P. Morgan, where he focused on ultra-high net worth clients. He is accompanied by Senior Wealth Strategy Associate Katelyn O’Hara, who also has a background in high-net-worth services. Together, they will enhance the capabilities of the Integra Partners team, which manages over $7.2 billion in client assets.
@YahooFinance
United States Dollar J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA Credit Suisse Anlagestiftung Brian Beraha Brad Rosenberg John Hardin Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
16:36 17.10.2024

John Hardin joins UBS Private Wealth Management in Miami as financial advisor

John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, alongside Senior Wealth Strategy Associate Katelyn O’Hara. Both professionals bring extensive experience from J.P. Morgan and Goldman Sachs, focusing on ultra-high net worth clients and investment strategies. They will be part of the Integra Partners team, which oversees over $7.2 billion in client assets.
markets.ft.com
United States Dollar Credit Suisse Anlagestiftung J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
16:36 17.10.2024

john hardin and katelyn o'hara join ubs private wealth management in miami

John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, accompanied by Senior Wealth Strategy Associate Katelyn O’Hara. Both professionals bring extensive experience in serving ultra-high net worth clients, with Hardin holding a CFA designation and an MBA from NYU, while O’Hara also holds a CFA and a degree from University College Dublin. They will be part of the Integra Partners team, which has successfully grown its practice to oversee over $7.2 billion in client assets.
@businesswire
United States Dollar Credit Suisse Anlagestiftung J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA CHE POL USA IRL Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
16:36 17.10.2024

john hardin joins ubs private wealth management in miami

John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, bringing extensive experience from J.P. Morgan, where he focused on ultra-high net worth clients. He is accompanied by Senior Wealth Strategy Associate Katelyn O’Hara, who also transitioned from J.P. Morgan. Together, they will enhance the firm's offerings in the Coral Gables office, contributing to a team that manages over $7.2 billion in client assets.
Morningstar, Inc.
United States Dollar Credit Suisse Anlagestiftung J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
16:36 17.10.2024

debt for nature swaps gain traction among major banks on wall street

Debt-for-nature swaps, initially structured by Credit Suisse, are gaining traction on Wall Street, with several banks, including JPMorgan and Goldman Sachs, entering the market. These instruments aim to refinance government debt while funding sustainable projects, attracting private investment and potentially creating a new asset class. As interest grows, at least $1.6 billion has been issued for such deals, signaling a shift towards monetizing biodiversity protection efforts.
@YahooFinance
Euro United States Dollar Credit Suisse Anlagestiftung UBS Group AG The Goldman Sachs Group, Inc. JPMorgan Chase & Co. Standard Chartered PLC Bank of America Corporation BNP Paribas SA Marisa Drew Stephen Liberatore Show more
TradFi, Market Report
09:00 17.10.2024

US banks report strong earnings driven by investment banking growth

The major US banks reported stronger-than-expected earnings for the third quarter, driven by a robust recovery in the mergers and acquisitions (M&A) sector, which bolstered investment banking growth. Morgan Stanley and Goldman Sachs led the profit increases, signaling positive trends for the financial sector.
Finanz und Wirtschaft
United States Dollar Morgan Stanley The Goldman Sachs Group, Inc. UBS SA USA Morgan Stanley Goldman Sachs Show more
TradFi, Market Report
15:45 16.10.2024

big banks report strong earnings driven by trading and investment banking growth

In Q3 2024, major U.S. banks reported strong earnings, driven by increased corporate activity and trading performance. Goldman Sachs saw a 20% rise in investment banking fees, while Bank of America achieved record trading revenue, and Citigroup reported its best trading performance in over a decade. Wells Fargo also exceeded earnings expectations, highlighting a robust quarter for the banking sector.
@YahooFinance
United States Dollar Citigroup Inc. Bank of America Corporation The Goldman Sachs Group, Inc. Wells Fargo & Company USA Wells Fargo Brian Moynihan David Solomon Show more
TradFi, Market Report
14:00 16.10.2024

wealth management appointments highlight growth in advisory and investment sectors

Continuum has strengthened its M&A advisory business by hiring Patrick Lawther and Cody Nissan, enhancing its capabilities in wealth management and financial services. EFG Asset Management appointed Damian Burkhardt as senior portfolio manager for Swiss equities, aiming to grow its Swiss equities franchise. Ogier Regulatory Consulting welcomed Jamie Biddle as a director, leveraging his extensive regulatory experience to enhance their advisory services.
wealthbriefing.com
Continuum EFG Asset Management AG BlackRock Private Equity Partners The Goldman Sachs Group, Inc. Lombard Odier Investment Managers Oben Regulatory Limited Credit Suisse Asset Management Funds Jamie Biddle Damian Burkhardt Cody Nissan Daniel Murray Patrick Lawther Show more
TradFi, Market Report
07:51 16.10.2024
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