News, Comment & Analysis results for Merchant
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
Why Hightower Had To Change Course
After a busy period of acquisitions, Hightower – like some of its peers – is pushing to
How Dynasty's Investment Bank Model Is Shaping Up
As the Florida-headquartered wealth management group has evolved, and developed an investment
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
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
Summary Of North American Wealth Management Senior Moves – June 2025
A roundup of moves, appointments and personnel changes in North America's wealth sector during
Canada's BMO Pushes Further Into Wealth Sector With Burgundy Deal
Announced late last week, part of the drive for this transaction was Burgundy's services to high