News, Comment & Analysis results for Emigrant Partners
Cresset Names New CEO
Cresset, a US multi-family office with $237 billion in assets under management and administration,
Emigrant Builds Out Family Office Capabilities With Acquisition
The purchase of the Fortis Management Group – for an undisclosed sum – is part of Emigrant
Deals Of The Day: The Latest In Wealth Management M&A – Rise Growth Partners, Krilogy
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Digital Digest: The Latest Tech News – Elevation Point, Vestmark
The latest technology news in the wealth management sector from around the world.
SEI Pushes Further Into RIA Sector With $527 Million "Strategic Investment"
Under the terms of the transaction, SEI will pay about $527 million for the equity in a
Elevation Point Makes Another "Strategic Investment"
Founded last year, Elevation Point – with investment backing of its own from Emigrant Partners
Who's Moving Where In Wealth Management? – Pinnacle, Withum, Others
Latest moves, appointments, and personnel changes in the North American wealth management sector.
Elevation Point Names New Board Members
Emigrant announces some comings and goings from its board. The US firm recently announced a
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
Emigrant Bank Names Family Offices Services Head
The senior wealth industry figure is taking up the new role of head of family office services at