News, Comment & Analysis results for Corient
Canada's Canaccord Genuity In Talks With Consortium To Sell UK Wealth Arm – Media
The report, if true, adds to a pattern of overseas buyers looking to acquire wealth management
RIA M&A Volume Dips, But Demand For Large Firms Still Strong
Among the details of this report is that serial acquirers dominate the buyer side, accounting for
Corient Continues Acquisition Drive With Cayman Islands Deal
Just when readers thought that Corient might be taking a rest from its acquisition drive, along
UHNW Institute Updates Ten Domains Framework For Family Wealth
A framework that the think tank has developed to capture the expertise that UHNW families has been
AlTi Global Sale May Hinge On “Highly Consequential” Rights Of Minority Shareholders
We examine the next stage for AITi Global and who may buy this business, as it prepares for a
UHNW Institute's Inaugural European Conference – Transforming Wealth Management
The Institute, with which this news service is exclusive media partner, will host an inaugural
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