News, Comment & Analysis results for Geller

M and A
April 17, 2026

Corient Flexes Transatlantic Muscles Again With Bedrock Acquisition

When this and other deals are added together, Corient is on course to have $468 billion of managed

M and A
April 10, 2026

Acquisition-Hungry Corient Snaps Up Another Business

Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a

M and A
January 29, 2026

Corient Continues Spending Drive, Acquires Palo Alto Firm

The US firm continues to make purchases as part of its build-out.

M and A
October 3, 2025

Corient Makes Another Wealth Acquisition

The firm continues a busy run of acquisitions in the US and further afield.

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 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

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

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

M and A
February 13, 2025

CI Financial Secures "Overwhelming" Shareholder Backing To Go Private

In an example of the go-private trend that has shaped part of wealth management in North America,

Comment & Analysis results for Geller