News, Comment & Analysis results for Merchant
Summary Of Senior Moves In North American Wealth Management – July 2026
The latest monthly collection of moves in North America's wealth management sector.
Who's Moving Where In Wealth Management? – LPL Financial, Lear Investment Management, Warburg Pincus, Others
The latest senior wealth management moves, appointments and personnel changes in North America.
Who's Moving Where In Wealth Management? – RBC Wealth Management-US, Valeon Partner, Others
The latest moves, appointments and personnel changes in wealth management in North America.
Potomac Financial Group Shifts To Concurrent Platform
The wealth management firm – more than four decades' old – was previously affiliated with
Arms, The Man, And The Family Office
The importance of cybersecurity for family offices, given their aggregate wealth, hardly needs to
Carey Olsen Advises Butterfield On $1.8 billion Acquisition Of CIBC Caribbean
The transaction brings together a combined business with about $29 billion in assets.
Merchant Invests In Sowell Management
Merchant, the US investment house, has injected capital to fund the new program of Sowell
Carlyle Acquires Majority Stake In MAI Capital Management
The transaction reinforces a trend of private equity firms buying stakes in North American wealth
Bitcoin Here To Stay Amid Stressed Fiat Currency System – Conference
A recent SALT conference in London debated the world of cryptocurrencies, digital assets,
Lincoln International Acquires Fellow Advisory House
The acquired firm, with offices in the US and Europe, serves wealth managers among its roster of