News, Comment & Analysis results for New Office

New Office
April 30, 2026

Corient Expands Into Canada

Marking another step in Corient’s global expansion, the Miami-headquartered firm is

New Office
March 27, 2026

KKR Targets Miami Growth

The new location, which has bolstered connectivity with institutional and wealth clients, supports

New Office
March 24, 2026

JTC Targets Wyoming

Jersey-headquartered global professional services provider JTC continues its expansion into the

New Office
January 27, 2026

Flagstar Opens New Private Client Office In NYC's Park Avenue

The office adds to a number that the private banking and wealth side of the business has unveiled.

New Office
January 23, 2026

Jersey's JTC Targets Brazil Market

The office has a dedicated team of professionals covering Latin America who have a “deep

New Office
May 28, 2025

JP Morgan Ramps Up Affluent Segment Strategy

After JP Morgan acquired First Republic in a type of "shotgun wedding" it also acquired a number of

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

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