News, Comment & Analysis results for Stonehage Fleming
Corient Buys $21 Billion AuM Summit Trail Advisors
The US-headquartered group, formed via CI Financial's 2023 rebrand of its US wealth arm, continues
Corient Acquires Seven Bridges Advisors, Adding $4.9 Billion AuM
The Miami-headquartered wealth manager continues its run of acquisitions in the US and
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three
New White Paper Introduces Wealthy US Citizens To UK Cotswolds' Charms
The Cotswolds region of South West and South Central England has for some time appealed to
Corient Acquires Paris-Based Letus Private Office As M&A Drive Rolls On
The business being acquired was founded a decade ago – adding to a range of wealth management
Corient Expands Reach Into South, Southwest With Another Purchase
The firm said it is on track to become the world's largest non-bank, fee-only wealth manager, and
Wealth Managers React To US Inflation Hike
After US inflation came in unexpectedly higher in April, wealth managers discuss the impact and the
Corient Expands Into Canada
Marking another step in Corient’s global expansion, the Miami-headquartered firm is
Corient Flexes Transatlantic Muscles Again With Bedrock Acquisition
When this and other deals are added together, Corient is on course to have $468 billion of managed
From The Editor’s Chair: Geopolitics, M&A, Private Market Woes And Wealth In Motion
The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of