News, Comment & Analysis results for Geller
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.
Geller Advisors Expands Business Lines
The New York-based firm has made two senior hires to expand its offerings.
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
A "Full Balance Sheet" View Of UHNW Life - FWR Conference
A NYC conference organized by Family Wealth Report delved into liability-asset management,
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
EXCLUSIVE: Finalists For The Family Wealth Report Awards 2018
Finalists for 2018's awards ceremony in March 2018 have been announced.
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
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
INTERVIEW: Geller's CIO Makes Some Predictions For 2017
The chief investment officer of Geller Family Office Services considers what the next 12 months
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.