News, Comment & Analysis results for Geller MFO
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,
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