News, Comment & Analysis results for Stonehage Fleming
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
Acquisition-Hungry Corient Snaps Up Another Business
Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a
US Wealth Manager Buys UK's MASECO
The purchase of MASECO is another case of North American groups buying into the UK's wealth
2025 Was Another M&A Record For Wealth Sector – ECHELON Partners
With deal-flow continuing to break records, M&A data also shows that activity is not confined to
Corient Continues Spending Drive, Acquires Palo Alto Firm
The US firm continues to make purchases as part of its build-out.
From The Editor's Chair: Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth – 2025 In Review
The editor casts his eye back at the past 12 months to highlight significant themes and
Creative Planning Reportedly Acquires UK-Based Maseco
Two firms of contrasting size and scope, that both cater to international clients such as US
Wealth, Asset Management M&A Rose In Q3, Momentum Continues – PwC
The data seems to accord with the run of reported deals this news service has covered in the North