News results for New Office

New Office
August 10, 2023

F2 Strategy Targets Chicago

One of the more prominent wealth technology firms in the US has established its new corporate

New Office
August 7, 2023

Harrison Wallace Financial Opens Nashville Office

The firm, which is headquartered in Illinois, joined the Carson Group's advisory network almost a

New Office
July 20, 2023

Laird Norton Opens South Dakota Office, Expands Trusts Footprint

This publication regularly tracks trusts and other structures used in the North American 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.

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
January 31, 2023

Rockefeller Targets Atlanta

Rockefeller Capital Management expands its presence in Atlanta.

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

Comment & Analysis results for New Office