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News, Comment & Analysis results for Athena Capital

People Moves
September 10, 2025

Who's Moving Where In Wealth Management? – Fortress, Athena, Others

The latest moves, appointments and personnel changes in North American wealth management.

Strategy
March 6, 2023

An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger

One of the top figures at the merged MFO business said the merger of the two is a full integration

M and A
May 26, 2022

Cresset Makes Another Acquisition, Creates $27 Billion Business

The firm has stressed that about two-thirds of its growth has been organic but M&A is a route to

M and A
April 15, 2022

Talent Battles Drive Wealth Sector M&A – Study

With all the hectic pace of M&A activity seen in the US wealth management sphere, how much of the

Company Profiles
March 31, 2022

Chilton Trust Isn't Interested In M&A Despite Industry Ferment

We talk to the CEO of a wealth management business serving HNW individuals across the US which

M and A
March 24, 2022

Wealth Sector M&A Valuations Keep Rising, But Pace Slows – Study

There are some signs that the fast increase in valuations of wealth management M&A transactions is

M and A
January 12, 2022

CI Financial Buys Canadian Multi-Family Office

Although North American wealth sector M&A has been dominated by registered investment advisors, a

Comment & Analysis results for Athena Capital

Award Winners

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US Rises To 21st Place In Global Retirement Ranking

Deals Of The Day: The Latest In Wealth Management M&A – Cerity, Graypoint

Franklin Templeton Names New Chief Commercial Officer

How Saudi Family Enterprises Redefine Private Markets

Opinion Of The Week: Wealth Managers' AI Uses Expand; Optimum Strategy Is Tough Call

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Raymond James Leans Further Into AI Story

Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?

How Focus Financial’s Future Is Tied To PE Owner’s Endgame

Corient Keeps Up M&A Momentum, Acquires $3.5 Billion MFO

Savant Acquires $1.2 Billion Minnesota-Based RIA

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