News results for New Office

New Office
June 8, 2021

Hirtle Callaghan Expands Arizona, Minnesota Footprints

The firm has been building out its US business network. The model of the outsourced CIO is one that

New Office
March 29, 2021

Lombard Odier Enters Brazil

The Swiss wealth manager is opening a new office in São Paulo to be closer to clients in Latin

New Office
March 16, 2021

Sanctuary Wealth Builds Latin America Business, Launches Miami Office

The new platform will serve domestic and offshore advisors who serve Latin American

New Office
February 26, 2021

Boston Private Makes Waves With Florida Expansion, Business School Program

Since the start of this year Boston Private has been busy: an M&A deal, an expanded Miami office to

New Office
February 16, 2021

San Francisco-Based MFO Expands Global Reach

The MFO has managed money for some of the Big Tech entrepreneurs and investors, and is extending

New Office
October 8, 2020

JP Morgan Opens Up Nevada Wealth Front

The private bank is opening a dedicated office in Las Vegas as it continues to link up wealth

New Office
August 26, 2020

Rockefeller Expands Into Arizona Marketplace

The wealth management house is pushing into the Southwestern market in the US, part of a regional

New Office
July 17, 2020

Family Office Builds Dallas Presence

The development is another example of the growth story in the Dallas wealth management market, as

New Office
June 16, 2020

Callahan Financial Planning Widens Californian Footprint

The firm operates offices in different parts of the US, and manages $175 million of assets.

New Office
May 14, 2020

New NYC-Based Registered Investment Advisor Launches

Another RIA gets off the runway, and is based in New York.

Comment & Analysis results for New Office