News, Comment & Analysis results for Sandaire

Strategy
March 6, 2023

An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger

One of the top figures at the merged MFO business said the merger of the two is a full integration

M and A
January 12, 2022

CI Financial Buys Canadian Multi-Family Office

Although North American wealth sector M&A has been dominated by registered investment advisors, a

M and A
October 1, 2021

Multi-Family Offices In M&A Action: Limits and Possibilities

How likely are more multi-family office merger tie-ups and do marriages of such entities make sense

M and A
September 22, 2021

Sanctuary Buys Stake In US Multi-Family Office

The purchase of minority stakes in wealth firms has become something of a trend, although the

M and A
December 1, 2020

There's Plenty Of Room In Wealth Sector Middle

This news service spoke to the top men at the wealth management firms Stanhope Capital and FWM

M and A
November 24, 2020

US, European Wealth Management Groups Merge

The US partner in the deal owns Forbes Family Trust and groups such as LGL Partners and Optima Fund

Family Office
October 28, 2019

SFO Conversions To Multi-Family Offices Pick Up

This publication talks to a North American MFO about why family offices make the "multi" switch.

Alt Investments
August 7, 2019

Call Private Equity What You Will, Just Not “Alternative”

The warp and weft of private equity - a veteran investor charts why the asset class is firmly in

People Moves
August 2, 2019

Pitcairn Names CEO As New Chair

The MFO marks its 100th anniversary in 2023.

Strategy
January 25, 2019

Stonehage Fleming Elaborates On Glenmede Pact

Glenmede Trust Company and UK-based Stonehage Fleming have formed a transatlantic pact. One of the

Comment & Analysis results for Sandaire

Client Affairs
February 25, 2014

INTERVIEW: Global MFO SandAire's Quest To Enhance Client Engagement

Karen Clark of SandAire spoke to FWR about the firm's latest initiatives, centered on what has