News, Comment & Analysis results for New Office

New Office
April 9, 2025

US-Headquartered SS&C Expands Middle East Footprint

Based in Windsor, Connecticut, SS&C sells software and software as a service to the financial

New Office
January 23, 2025

Minneapolis Wealth Advisor Opens New HQ, Adds Senior Staff

The firm has moved to a new HQ to keep pace, it says, with rapid growth and a near-quadrupling of

New Office
January 17, 2025

Partners Capital Builds US Presence With Dallas Office

As this publication has noted for some time, the market in and around Dallas, Texas is an important

New Office
October 29, 2024

New Florida-Based RIA Is Launched

Backed by a major professional services firm and a number of senior figures in banking, accountancy

New Office
October 24, 2024

Swiss Investment House Targets Miami

GAM, an independent investment manager listed in Switzerland, opens second US office, and makes

New Office
October 9, 2024

BoA Opens Pittsburgh Private Banking Office, More Expansion Eyed

The market is a "significant" growth opportunity for the bank, it said.

New Office
October 8, 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in

New Office
September 18, 2024

Bernstein Private Wealth, Parent Firm Moves Into Fresh NYC Offices

AllianceBernstein has been opening new offices in a number of locations around the world in the

New Office
July 31, 2024

Raymond James Moves Into New Chicago Home

The US wealth management group has wrapped up the move of most of its associates to new premises,

New Office
May 2, 2024

Stephens Positions Louisiana Business For More Growth

The firm, founded in 1933, has moved to new premises in Shreveport for its private wealth

Comment & Analysis results for New Office

New Office
October 8, 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in

New Office
November 17, 2011

Credit Suisse Closes Taiwan Bank Branch, Shelves Private Bank Plans

Credit Suisse is closing its Taiwan bank branch and has shuttered plans for a Taiwanese private

New Office
May 29, 2008

Wealth Managers Continue Their March Into UK Regions

Wealth management firms are continuing with their planned UK regional expansion despite the