News, Comment & Analysis results for Geller
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
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
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
CI Financial Secures "Overwhelming" Shareholder Backing To Go Private
In an example of the go-private trend that has shaped part of wealth management in North America,
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition
Corient's M&A Hunger Underscored By Geller MFO Deal
The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has
Summary Of North America Wealth Management Moves – February 2024
A round-up of moves, appointments and changes at the North America wealth sector during February.
New Republic Partners Targets Denver
Charlotte-based New Republic Partners, an investment management and wealth advisory firm, expands
Protecting Clients, Firms In Age Of AI And Proliferating Tech
As we continue to examine the theme of "protecting the client," FWR talks to a large US wealth