News, Comment & Analysis results for Geller
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,
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition
Corient's M&A Hunger Underscored By Geller MFO Deal
The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has
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.
New Republic Partners Targets Denver
Charlotte-based New Republic Partners, an investment management and wealth advisory firm, expands
Protecting Clients, Firms In Age Of AI And Proliferating Tech
As we continue to examine the theme of "protecting the client," FWR talks to a large US wealth
Geller Sets Up Florida Office, Taps Sunshine State’s Wealth Dynamics
The wealth management house is the latest such firm to become part of the Florida growth story.
UBS Completes Credit Suisse Takeover
UBS said it had reached an important milestone by completing this phase of the process. Alongside
Bloomberg Acquires CFO Division From Geller & Company
Geller & Company and its subsidiary, Geller Advisors, provides individuals, families, business
Multi-Family Offices Ride The RIA M&A Boom
This article examines the specific details of what is driving merger and acquisition activity in
Comment & Analysis results for Geller
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