News, Comment & Analysis results for Corient
Possible Franklin Templeton Bid For AITi Global – Media
A media report says one of the largest US investment firms is considering a purchase of AITi
Corient Buys $21 Billion AuM Summit Trail Advisors
The US-headquartered group, formed via CI Financial's 2023 rebrand of its US wealth arm, continues
Corient Acquires Seven Bridges Advisors, Adding $4.9 Billion AuM
The Miami-headquartered wealth manager continues its run of acquisitions in the US and
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
New White Paper Introduces Wealthy US Citizens To UK Cotswolds' Charms
The Cotswolds region of South West and South Central England has for some time appealed to
Corient Acquires Paris-Based Letus Private Office As M&A Drive Rolls On
The business being acquired was founded a decade ago – adding to a range of wealth management
Corient Expands Reach Into South, Southwest With Another Purchase
The firm said it is on track to become the world's largest non-bank, fee-only wealth manager, and
Huge Valuation Gap Holding Up AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –
Corient Expands Into Canada
Marking another step in Corient’s global expansion, the Miami-headquartered firm is