News, Comment & Analysis results for Corient
US-Based Corient Acquires Europe's Stonehage Fleming, Stanhope Capital
In one of the largest multi-family office transactions in recent times, the move will see
Summary Of North American Wealth Management Senior Moves – June 2025
A roundup of moves, appointments and personnel changes in North America's wealth sector during
Corient Adds Dallas-Based Firm With $1.54 Billion AuM
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Canada's CI Financial Gives Closing Date For Go-Private Move
The move by the Toronto-listed bank into private hands (in this case, of funds run by a Middle East
Multi-Family Office Firm Names New Investment Chief
Founded in 2005, Caprock – a registered investment advisor serving UHNW clients – has offices
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an
Expanding Corient Joins Hands With Vestmark
Corient, one of the top wealth houses in the US, has formed a partnership with Vestmark, a firm
RFPs, Pain Points And Buy-In: Focus On Vendors At Family Office Fintech Forum
At the Family Wealth Report Family Office Fintech Forum in Manhattan last week, vendors and other
Benefits, Caveats Of AI Adoption In Spotlight At Family Office Fintech Forum
We report in the first of two articles about discussions held at the family office fintech forum,
Conquest Planning, Canada's CI Wealth Ink Partnership
The AI-powered platform will be available to advisors at CI Assante Wealth Management, CI Private