Back to Search Start Over

Morgan Chase Wealth Unit: Plan Demand Up.

Authors :
Ackermann, Matt
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.

Details

Language :
English
ISSN :
00027561
Volume :
168
Issue :
236
Database :
Complementary Index
Journal :
American Banker
Publication Type :
Periodical
Accession number :
11633774