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2. Citi Private Bank - Wikipedia

   en.wikipedia.org/wiki/Citi_Private_Bank

   Citi Private Bank is the private banking division of Citibank; it provides banking services to high-net-worth individuals, family offices, law firms, and other institutions. According to the company's website, it has a minimum investment level of $10 million and a total net worth requirement of $25 million; [1] however, in some cases, these ...

3. Cazenove (stock broker) - Wikipedia

   en.wikipedia.org/wiki/Cazenove_(stock_broker)

   Cazenove Private Equity: was spun out as a private equity firm and would become DFJ Esprit. Cazenove Asia Limited was the regional office of Cazenove in the Asia-Pacific region, with offices in Hong Kong, Shanghai, Beijing and Singapore. This business was acquired by Standard Chartered PLC in February 2009. Other

4. Empower (financial services) - Wikipedia

   en.wikipedia.org/wiki/Empower_(financial_services)

   Rating. Fitch: AA (2020) Moody's: Aa3 (2020) S&P: AA (2020) AM Best: A+ (2020) Website. empower .com. Empower is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States. [7] It is the second-largest retirement plan provider in the United States.

5. UBS - Wikipedia

   en.wikipedia.org/wiki/UBS

   UBS. UBS Group AG [nb 1] is a multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world.

6. Anne Morgan (philanthropist) - Wikipedia

   en.wikipedia.org/wiki/Anne_Morgan_(philanthropist)

   Anne Tracy Morgan (July 25, 1873 – January 29, 1952) was an American philanthropist who provided relief efforts in aid to France during and after World War I and II. [1] Morgan was educated privately, traveled frequently and grew up amongst the wealth her father, banker J. P. Morgan, had amassed. She was awarded a medal from the National ...

7. Merrill (company) - Wikipedia

   en.wikipedia.org/wiki/Merrill_(company)

   Merrill (officially Merrill Lynch, Pierce, Fenner & Smith Incorporated ), previously branded Merrill Lynch, is an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities.

8. Jaye P. Morgan - Wikipedia

   en.wikipedia.org/wiki/Jaye_P._Morgan

   Mary Margaret Morgan. ( 1931-12-03) December 3, 1931 (age 92) Mancos, Colorado, U.S. Occupation (s) Singer, actress. Years active. 1951–1984. Jaye P. Morgan (born Mary Margaret Morgan; [1] December 3, 1931 [2]) is a retired American popular music singer, actress, and game show panelist.

9. First Republic Bank - Wikipedia

   en.wikipedia.org/wiki/First_Republic_Bank

   First Republic Bank was a commercial bank and provider of wealth management services headquartered in San Francisco, California. It catered to high-net-worth individuals and operated 93 offices in 11 states, primarily in New York, California, Massachusetts, and Florida. [2] On May 1, 2023, as part of the 2023 United States banking crisis, the ...