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News, Comment & Analysis results for Shearman

M and A
November 4, 2025

MAI Capital Management Acquires Another RIA, Surpasses $65 Billion AuM

The transaction is MAI Capital's 17th since the start of 2024 and part of a powerful M&A trend in

M and A
August 28, 2025

MAI Capital Management Partners With Evoke Advisors

The combination will create a national firm with about $60 billion in assets under management and

People Moves
December 19, 2023

Summary Of North America Wealth Management Moves – October 2023

Changes at the top of Morgan Stanley and Focus Financial were among the most eye-catching moves in

People Moves
October 26, 2023

Who's Moving Where In Wealth Management? – Lowenstein Sandler, Freestone

The latest moves and appointments in wealth management in the Americas.

M and A
June 13, 2023

Summary Of North American Wealth Management M&A – April, May 2023

Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the

M and A
May 22, 2023

US, UK International Law Firms Ink Merger

The union of these US and UK law firms builds what the organizations said will be an "integrated

Comment & Analysis results for Shearman

Award Winners

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Cresset Names New Managing Director, Wealth Advisor

University Of Chicago Booth School Of Business Expands Family Office Initiative

Who’s Moving Where In Wealth Management? – RBC Global Asset Management (US), Carson Group

Who’s Moving Where In Wealth Management? – UBS Wealth Management USA, SEI

What’s New In Investments, Funds? – Hightower, Zocks, Dispatch

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Pictet AM Favors Gold; Diversifying Out Of US Equities

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Oros and Crager: Q&A With RIA Legends Turned Private Market Advocates

French Wealth Manager Upbeat On US, Emerging Market Equities, Driven By Tech

MAI Capital Management Expands Texas Presence

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