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News, Comment & Analysis results for Bedrock Group

M and A
August 6, 2026

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

M and A
July 29, 2026

Corient Acquires Seven Bridges Advisors, Adding $4.9 Billion AuM

The Miami-headquartered wealth manager continues its run of acquisitions in the US and

M and A
June 30, 2026

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

M and A
May 14, 2026

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

New Office
April 30, 2026

Corient Expands Into Canada

Marking another step in Corient’s global expansion, the Miami-headquartered firm is

M and A
April 17, 2026

Corient Flexes Transatlantic Muscles Again With Bedrock Acquisition

When this and other deals are added together, Corient is on course to have $468 billion of managed

Comment & Analysis results for Bedrock Group

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