News, Comment & Analysis results for Geller

People Moves
April 22, 2024

Summary Of North America Wealth Management Moves – February 2024

A round-up of moves, appointments and changes at the North America wealth sector during February.

People Moves
February 21, 2024

New Republic Partners Targets Denver

Charlotte-based New Republic Partners, an investment management and wealth advisory firm, expands

September 28, 2023

Protecting Clients, Firms In Age Of AI And Proliferating Tech

As we continue to examine the theme of "protecting the client," FWR talks to a large US wealth

New Office
June 20, 2023

Geller Sets Up Florida Office, Taps Sunshine State’s Wealth Dynamics

The wealth management house is the latest such firm to become part of the Florida growth story.

M and A
June 12, 2023

UBS Completes Credit Suisse Takeover

UBS said it had reached an important milestone by completing this phase of the process. Alongside

M and A
July 12, 2021

Bloomberg Acquires CFO Division From Geller & Company

Geller & Company and its subsidiary, Geller Advisors, provides individuals, families, business

M and A
September 14, 2020

Multi-Family Offices Ride The RIA M&A Boom

This article examines the specific details of what is driving merger and acquisition activity in

People Moves
September 30, 2019

Summary Of Executive Moves In North America Wealth Management - August 2019

August proved to be a brisk month for wealth management moves, even though it is a vacation month.

People Moves
August 8, 2019

Geller Advisors Expands Business Lines

The New York-based firm has made two senior hires to expand its offerings.

April 11, 2019

Choosing Right Tech, Data Privacy And Future Strategy - New York Fintech Summit

Here is a report from the Fourth New York Family Office Fintech Summit held a few weeks ago and

Comment & Analysis results for Geller