News, Comment & Analysis results for Athena Capital
Summary Of Moves In North American Wealth Management – September 2025
A roundup of moves, appointments and personnel changes in North American wealth management during
Who's Moving Where In Wealth Management? – Fortress, Athena, Others
The latest moves, appointments and personnel changes in North American wealth management.
An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger
One of the top figures at the merged MFO business said the merger of the two is a full integration
Cresset Makes Another Acquisition, Creates $27 Billion Business
The firm has stressed that about two-thirds of its growth has been organic but M&A is a route to
Talent Battles Drive Wealth Sector M&A – Study
With all the hectic pace of M&A activity seen in the US wealth management sphere, how much of the
Chilton Trust Isn't Interested In M&A Despite Industry Ferment
We talk to the CEO of a wealth management business serving HNW individuals across the US which
Wealth Sector M&A Valuations Keep Rising, But Pace Slows – Study
There are some signs that the fast increase in valuations of wealth management M&A transactions is
CI Financial Buys Canadian Multi-Family Office
Although North American wealth sector M&A has been dominated by registered investment advisors, a