Illinois Based Whitnell News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Whitnell & Co. changed hands in a deal with a regional bank that also struck a strategic partnership with the wealth manager.

A round-up of people moves and M&A deals across North America M&A The wealth firm has acquired Bel Air Investment Advisors from Fiera Capital Corporation. Bel Air is based in Los Angeles and provides wealth management services and investment solutions exclusively to ultra-high net worth individuals, families, trusts and foundations. The company has 43 employees, including 10 advisers. This is Hightower’s “largest acquisition” in its 12-year history, according to the firm. The financial terms of the deal were not disclosed. Mercer Global Advisors Kays serves approximately 700 clients. Fo...

Rockefeller Acquires Whitnell from Associated Banc-Corp Rockefeller Capital Management has agreed to buy Illinois-based Whitnell & Co., a subsidiary of Associated Banc-Corp. Whitnell is Rockefeller’s second family office acquisition, following the addition of Silicon Valley-based Financial Clarity in 2019. Whitnell provides financial planning, wealth management and generational wealth transfer services for affluent families across the Midwest. “The Midwest is a key region for our national expansion, as our footprint continues to geographically align with where Americans build businesse...