News, Comment & Analysis results for Geller

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

Strategy
May 11, 2026

Huge Valuation Gap Holding Up AlTi Global Sale

Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –

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

M and A
April 10, 2026

Acquisition-Hungry Corient Snaps Up Another Business

Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a

M and A
January 29, 2026

Corient Continues Spending Drive, Acquires Palo Alto Firm

The US firm continues to make purchases as part of its build-out.

M and A
October 3, 2025

Corient Makes Another Wealth Acquisition

The firm continues a busy run of acquisitions in the US and further afield.

Strategy
September 9, 2025

Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?

Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW

M and A
September 2, 2025

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

Comment & Analysis results for Geller