Corient today announced an agreement to acquire Letus Private Office ("Letus"), an independent multi-family office and wealth advisory firm serving entrepreneurs, founders and other ...
Letus Private Office oversees and administers about €4.1bn ($5bn).
Corient has put an end to days of speculation by confirming it has struck a deal to acquire Letus Private Office, an independent multi-family office in Paris that serves entrepreneurs and ...
The Miami-headquartered firm has seen considerable expansion in the past year including the acquisition of Vivaldi Capital Management, a $5.6 billion AUM firm in Chicago and the Bedrock Group, a $10.7 ...
Fast-growing Florida RIA aggregator Corient announced today that it has acquired Northeast Financial Consultants, a multifamily office in Connecticut managing $4.5 billion in assets for ultra-high-net ...
In July, Canadian-based asset manager CI Financial’s U.S. wealth management division Corient acquired two RIAs with nearly $6 billion in combined assets under management, the firm reported. In its ...
Corient, the nation's largest and fastest-growing wealth advisor focused on ultra-high and high-net-worth investors, today announced the acquisition of the business of Palo Alto Wealth Advisors, a ...
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Corient Capital Partners, LLC, an independent wealth advisory firm with $3.1B of assets under management (AUM), announced today that it has formed a strategic ...
MIAMI--(BUSINESS WIRE)--Corient, one of the nation’s largest and fastest-growing national wealth management firms, today announced it has acquired Breed’s Hill Capital, a Boston-based multi-family ...
Corient, the U.S. wealth arm of Canada’s CI Financial, is launching a significant international expansion with the acquisition of two European investment advisory practices that together oversee more ...
Corient’s acquisition streak is showing no signs of slowing down. The Miami-based wealth manager, a subsidiary of Canada’s CI Financial, said on Wednesday that it plans to acquire Capital Advisors, a ...