News, Comment & Analysis results for Geller

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.

Technology
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

UHNW Institute
November 27, 2018

A "Full Balance Sheet" View Of UHNW Life - FWR Conference

A NYC conference organized by Family Wealth Report delved into liability-asset management,

UHNW Institute
October 19, 2018

Nov 1 Conference To Discuss "Full Balance Sheet" Of Clients' Lives

Some high-profile wealth industry figures are joined by Family Wealth Report at a major conference

Awards
December 4, 2017

EXCLUSIVE: Finalists For The Family Wealth Report Awards 2018

Finalists for 2018's awards ceremony in March 2018 have been announced.

Family Office
November 9, 2017

Dynasty Inks Agreement With Geller Family Office Services

In one of the more eye-catching agreements of this year, Geller is to use Dynasty's platform of

Uncategorised
July 19, 2017

INTERVIEW: Wealth Sector Plays Increasing Role For KeyBank

This publication talks to wealth and private banking senior managers at the US bank, who intend for

Investment Strategies
January 3, 2017

INTERVIEW: Geller's CIO Makes Some Predictions For 2017

The chief investment officer of Geller Family Office Services considers what the next 12 months

Investment Strategies
November 7, 2016

US Elections - What Wealth Managers Expect, Fear And Hope For

Wealth managers from around the world lay out their views ahead of the US elections this week.

Comment & Analysis results for Geller