News, Comment & Analysis results for Merchant

Technology
June 18, 2026

Arms, The Man, And The Family Office

The importance of cybersecurity for family offices, given their aggregate wealth, hardly needs to

M and A
June 1, 2026

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.

M and A
May 5, 2026

Merchant Invests In Sowell Management

Merchant, the US investment house, has injected capital to fund the new program of Sowell

M and A
April 1, 2026

Carlyle Acquires Majority Stake In MAI Capital Management

The transaction reinforces a trend of private equity firms buying stakes in North American wealth

Investment Strategies
November 19, 2025

Bitcoin Here To Stay Amid Stressed Fiat Currency System – Conference

A recent SALT conference in London debated the world of cryptocurrencies, digital assets,

M and A
November 3, 2025

Lincoln International Acquires Fellow Advisory House

The acquired firm, with offices in the US and Europe, serves wealth managers among its roster of

Strategy
October 17, 2025

Why Hightower Had To Change Course

After a busy period of acquisitions, Hightower – like some of its peers – is pushing to

Strategy
September 18, 2025

How Dynasty's Investment Bank Model Is Shaping Up

As the Florida-headquartered wealth management group has evolved, and developed an investment

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 Merchant