Tag : Merchant Investment Management

CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

Fintech News Desk
by Fintech News Desk0
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
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