News, Comment & Analysis results for Elevation Point

M and A
June 23, 2025

Elevation Point Makes Another "Strategic Investment"

Founded last year, Elevation Point – with investment backing of its own from Emigrant Partners

People Moves
June 4, 2025

Elevation Point Names New Board Members

Emigrant announces some comings and goings from its board. The US firm recently announced a

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

M and A
January 17, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Elevation Point, Stonebrook Private

The latest mergers and acquisitions in the North American wealth management industry.

People Moves
January 6, 2025

Summary Of North American Wealth Management Executive Moves – November 2024

With appointments at firms such as RBC Wealth Management and Key Family Wealth, November turned out

People Moves
December 17, 2024

Summary Of North American Wealth Management Senior Moves – October 2024

A roundup of moves in the industry during October.

People Moves
November 19, 2024

Newly-Launched Elevation Point Adds To Team

The US wealth management business – launched as recently as late June – continues to build out

People Moves
October 1, 2024

Who's Moving Where In Wealth Management? – Axyon, Elevation Point, State Street, Others

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

New Products
June 27, 2024

Senior Wealth Sector Figures Create Elevation Point, Acquire OCIO

The newly-launched business – capitalized with family office funding – operates as a partner

Comment & Analysis results for Elevation Point