News, Comment & Analysis results for Summit Trail Advisors
Possible Franklin Templeton Bid For AITi Global – Media
A media report says one of the largest US investment firms is considering a purchase of AITi
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
Summary Of North American Moves In Wealth Management – May 2025
In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,
Who's Moving Where In Wealth Management? – Citi Wealth, Summit, Others
The latest moves, appointments and personnel changes in the North American wealth management
Summary Of North American Wealth Management Senior Moves – August 2024
A roundup of senior moves in the North American wealth sector during August. While traditionally a
Summary Of North American M&A In Wealth Management – April, May And June 2024
A summary of M&A moves in the second quarter of 2024.
Summit Trail Advisors Expands to Newport Beach
The firm makes senior appointment from high-end Key Client Group.
Summit Trail Advisors Add $3 Billion AuM Group
The new offices in Portland, Oregon, and Denver, Colorado, will join existing locations across the
Summary Of North America Wealth Management Moves – February 2024
A round-up of moves, appointments and changes at the North America wealth sector during February.
Who's Moving Where In Wealth Management? – CAIS, Summit Trail Advisors
The latest moves and appointments in wealth management in the Americas.