News, Comment & Analysis results for Corient

Strategy
September 9, 2025

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

M and A
September 5, 2025

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

In case anyone thought it was safe to take their eye off Corient, the Miami-based firm is back yet

M and A
September 2, 2025

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

People Moves
August 15, 2025

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

M and A
August 15, 2025

Corient Adds Dallas-Based Firm With $1.54 Billion AuM

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
July 30, 2025

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

People Moves
June 5, 2025

Multi-Family Office Firm Names New Investment Chief

Founded in 2005, Caprock – a registered investment advisor serving UHNW clients – has offices

M and A
May 20, 2025

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

Strategy
May 8, 2025

Expanding Corient Joins Hands With Vestmark

Corient, one of the top wealth houses in the US, has formed a partnership with Vestmark, a firm

Technology
April 30, 2025

RFPs, Pain Points And Buy-In: Focus On Vendors At Family Office Fintech Forum

At the Family Wealth Report Family Office Fintech Forum in Manhattan last week, vendors and other

Comment & Analysis results for Corient