News, Comment & Analysis results for New Office
UBS Expands California Footprint
The new office, already home to several UBS Wealth Management teams, has been designed to foster
European Firm Serving US Expats Opens Manhattan Office
The business, which is headquartered in the French city of Nice, has opened an office in the iconic
What’s New In Investments, Funds? – Independent Trust Company
The latest news in investment offerings, financial products and other services relevant to wealth
Corient Expands Into Canada
Marking another step in Corient’s global expansion, the Miami-headquartered firm is
KKR Targets Miami Growth
The new location, which has bolstered connectivity with institutional and wealth clients, supports
JTC Targets Wyoming
Jersey-headquartered global professional services provider JTC continues its expansion into the
Flagstar Opens New Private Client Office In NYC's Park Avenue
The office adds to a number that the private banking and wealth side of the business has unveiled.
Jersey's JTC Targets Brazil Market
The office has a dedicated team of professionals covering Latin America who have a “deep
JP Morgan Ramps Up Affluent Segment Strategy
After JP Morgan acquired First Republic in a type of "shotgun wedding" it also acquired a number of
US-Headquartered SS&C Expands Middle East Footprint
Based in Windsor, Connecticut, SS&C sells software and software as a service to the financial