Morgan Stanley selling off Eaton Vance wealth management unit
Morgan Stanley is splitting up and selling off a $14 billion wealth management unit to CI Financial and Pathstone.
Source: pionline.com
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Morgan Stanley sells Water Oak, RIA unit of Eaton Vance, to CI Financial's Pathstone
Morgan Stanley came into possession of Water Oak when it bought Eaton Vance a year ago.
Source: financial-planning.com
CI Financial : to Acquire Former Eaton Vance Investment Counsel Division, Expanding U.S. Wealth Management Strategy - Form 6-K
March 31, 2022--CI Financial Corp. today announced an agreement under which CI will acquire certain assets of Eaton Vance WaterOak Advisors, formerly Eaton Vance Investment Counsel of Boston. ... | March 31, 2022
Source: marketscreener.com
CI Financial Acquires Eaton Vance Assets from Morgan Stanley
CI Financial is acquiring assets of Eaton Vance WaterOak Advisors from Morgan Stanley. Additionally, advisory firm Pathstone will also acquire WaterOak assets.
Source: wealthmanagement.com
CI agrees to buy US$11.4-billion Boston-based wealth business
Eaton Vance Investment Counsel provides wealth services to HNW, UHNW clients
Source: investmentexecutive.com