News, Comment & Analysis results for New Office

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.

New Office
March 23, 2023

J Stern & Co Opens New York Office

Opening a New York office is in some ways a return to an important part of the firm's history.

New Office
February 9, 2023

"Family Office Of The Future" Business Targets International Market

The process of handling the bills, ledgers, reports and other tasks has traditionally been highly

New Office
January 31, 2023

Rockefeller Targets Atlanta

Rockefeller Capital Management expands its presence in Atlanta.

New Office
January 30, 2023

New York-Based MFO Expands To South Florida

Florida has attracted a variety of wealth management organizations in recent years, drawn by

New Office
October 12, 2022

Moneta Launches Office In Chicago, Widens Footprint

The US wealth manager, which is headquartered in St Louis, has already added offices in a number of

New Office
August 31, 2022

International Wealth Firm Creates Tokyo Office

The firm already operates in the US and Asia, serving clients in more than 30 countries.

New Office
August 24, 2022

KPMG Moving To New Manhattan Headquarters

KPMG, the global accountancy and professional services firm, has provided thought leadership and

New Office
August 2, 2022

US Alternative Investment House Creates Spain Office

The move is a reminder that a number of wealth managers have been pushing into the Spanish market

New Office
July 25, 2022

Massachusetts-Based Wealth House Opens Third Office

The wealth management firm has been adding to its footprint in the Greater Boston area of the

Comment & Analysis results for New Office