News, Comment & Analysis results for Emigrant Partners

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 5, 2025

Who's Moving Where In Wealth Management? – Pinnacle, Withum, Others

Latest moves, appointments, and personnel changes in the North American wealth management sector.

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

People Moves
May 15, 2025

Emigrant Bank Names Family Offices Services Head

The senior wealth industry figure is taking up the new role of head of family office services at

M and A
January 24, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Emigrant Partners, Novare

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

Strategy
December 20, 2024

Most Interesting Industry Questions For 2025 

Our US correspondent, looking back and forward after a busy year in the North American sector,

Financial Results
July 16, 2024

OPINION OF THE WEEK: Dynasty's $100 Billion AuM Milestone Reflects Rising Wealth Tide

A business now headquartered in Florida that taps a desire for advisors to build new RIAs, or

People Moves
April 24, 2024

Cresset Lands $5 Billion Wealth Team In San Francisco

These have been busy times at the Chicago-headquartered organization.

People Moves
April 22, 2024

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.

Comment & Analysis results for Emigrant Partners