RIA Roundup: Lazard Acquires Truvvo, Creates $8B Family Office
RIA M&A deals from Lazard, Stratos Wealth, Beacon Pointe, Pathstone, Legacy Capital, Hightower and Snowden Lane.
Source: wealthmanagement.com
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Opto and Merchant leaders say new alts partnership is a win for access, fairness and understanding
The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.
Source: financial-planning.com
Merchant Takes Minority Stake in Succession Link
Succession Link and Merchant Investment Management are joining forces to provide succession seekers with more than just an introduction.
Dave Barton Tim Bello Nick Gudz Chalice Financial Network Succession Link Merchant Investment Management
Source: wealthmanagement.com
Barry joins Summit Financial as CIO
Summit Financial appointed Kevin Barry as its new chief investment officer, the Parsippany-based investment adviser announced Sept. 20.
Kevin Barry Tim Bello Stan Gregor Brevan Howard Hedge Fund Caxton Associates Alternative Fund Insurance Co
Source: njbiz.com
Brainvest Wealth Management announces Jan Gunnar Karsten as Brazil CEO and Fernando Gelman as Global CEO
30-year industry veteran to lead the company's Latin American growth strategy, while Gelman assumes the international leadership position Brainvest Wealth Management (Brainvest) welcomes Jan Gunnar
Source: finanznachrichten.de
Redwood Launches New Initiative with Investment from Merchant
Merchant investment is funding new acquisition vertical focused on providing cash and succession solutions to smaller RIAs.
Tim Bello Michael Messinger Richard Duff Merchant Investment Management Redwood Investment Management Mulholland Growth
Source: wealthmanagement.com
One Seven and MGO Investment Advisors Complete Merger
Newly combined Ohio RIA enters next stage of growth with Merchant partnership.
Source: wealthmanagement.com
Merchant Investment Management Takes Minority Stake in Argos
Funding from Merchant is intended to help bolster Argos’ strategic growth and international reach.
Tim Bello Matt Brinker Michael Russo Argos Wealth Advisors Merchant Investment Merchant Managing Partner Tim
Source: wealthmanagement.com
CI Financial acquires $5 billion RIA Corient Capital
CI Financial announced a $5 billion RIA deal Tuesday, of California-based Corient, along with record fourth-quarter financial results.
Tim Bello Kurt Macalpine Darren Henderson Newport Beach California Based Corient Capital Merchant Investment Management
Source: investmentnews.com
Fusion Family Wealth sells minority stake to Merchant
Merchant Investment Management took another minority ownership stake in a $1 billion registered investment adviser, Fusion Family Wealth.
Source: investmentnews.com