News, Comment & Analysis results for CI Financial
Corient Makes Another Wealth Acquisition
The firm continues a busy run of acquisitions in the US and further afield.
Corient's Acquisition Drive Continues, Buys Connecticut-Based RIA
September is turning out to be quite a month for the wealth management business as it announces yet
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
US-Based Corient Acquires Europe's Stonehage Fleming, Stanhope Capital
In one of the largest multi-family office transactions in recent times, the move will see
Summary Of North American Wealth Management Senior Moves – June 2025
A roundup of moves, appointments and personnel changes in North America's wealth sector during
Canada's CI Financial Gives Closing Date For Go-Private Move
The move by the Toronto-listed bank into private hands (in this case, of funds run by a Middle East
Multi-Family Office Firm Names New Investment Chief
Founded in 2005, Caprock – a registered investment advisor serving UHNW clients – has offices
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular