News, Comment & Analysis results for Geller
Fiduciary Trust International Adds To New York Team
The two managers, one joining from Beacon Trust Co, and the other from ICONIQ Capital, are based in
Corient Continues Acquisition Drive With Cayman Islands Deal
Just when readers thought that Corient might be taking a rest from its acquisition drive, along
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
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
Huge Valuation Gap Holding Up AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –
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
Acquisition-Hungry Corient Snaps Up Another Business
Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a
Corient Continues Spending Drive, Acquires Palo Alto Firm
The US firm continues to make purchases as part of its build-out.
Corient Makes Another Wealth Acquisition
The firm continues a busy run of acquisitions in the US and further afield.