News, Comment & Analysis results for Emigrant Partners
SEI Pushes Further Into RIA Sector With $527 Million "Strategic Investment"
Under the terms of the transaction, SEI will pay about $527 million for the equity in a
Elevation Point Makes Another "Strategic Investment"
Founded last year, Elevation Point – with investment backing of its own from Emigrant Partners
Who's Moving Where In Wealth Management? – Pinnacle, Withum, Others
Latest moves, appointments, and personnel changes in the North American wealth management sector.
Elevation Point Names New Board Members
Emigrant announces some comings and goings from its board. The US firm recently announced a
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
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
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.
Most Interesting Industry Questions For 2025
Our US correspondent, looking back and forward after a busy year in the North American sector,
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
Cresset Lands $5 Billion Wealth Team In San Francisco
These have been busy times at the Chicago-headquartered organization.