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Morgan Chase Wealth Unit: Plan Demand Up.
- Source :
- American Banker; 12/10/2003, Vol. 168 Issue 236, p5, 1/4p
- Publication Year :
- 2003
-
Abstract
- J.P. Morgan Chase & Co.'s unit for affluent investors has had a 300% increase this year in the number of financial plans it has prepared, and it has staffed up as more wealthy investors look to financial advisers for support. Barbara Goodstein, a senior vice president in Chase's personal financial services unit, said it has added 10 specialists to increase its total to 30. The New York company has $54 billion of assets under management. Ms. Goodstein said the personal financial services unit has succeeded by maintaining its customer focus.
- Subjects :
- FINANCIAL planning
CORPORATE finance
FINANCIAL institutions
Subjects
Details
- Language :
- English
- ISSN :
- 00027561
- Volume :
- 168
- Issue :
- 236
- Database :
- Complementary Index
- Journal :
- American Banker
- Publication Type :
- Periodical
- Accession number :
- 11633774