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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.

Miami , Florida , United-states , New-york , Arkansas , District-of-columbia , Oakland , California , Illinois , Portugal , Michigan , Santa-cruz-county

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.

Canada , Mark-machin , Marc-spilker , Tim-bello , Michael-dell , Joe-lonsdale , Jacob-miller , Visa , Mapquest , Merchant-investment-management , Financial-planning , Merchant-managing-partner-tim

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 , Phillip-flakes , Mercer-advisors ,

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 , Bloomberg , Caxton-associates-alternative-fund , Linkedin , Insurance-co , Summit-financial , Third-law-capital-management , Suisse-asset-management , Timessquare-capital

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

United-states , Switzerland , Brazil , America , American , Alexander-gorra , Tim-bello , Marc-spilker , Alex-gorra , Jan-gunnar-karsten , Kostenloser-wertpapierhandel , Rodneya-ross

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 , Mulholland-wealth-advisors , Mulholland-wealth , Executive-chairman-marcspilker , Global-advisors , Financial-advisor

One Seven and MGO Investment Advisors Complete Merger

Newly combined Ohio RIA enters next stage of growth with Merchant partnership.

California , United-states , Ohio , Beachwood , Texas , Washington , Utah , Tim-bello , Stuart-gertman , Rick-gross , Michael-mawby , Ron-gross

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 , Wealth-advisors , Merchant-managing-partner-matt-brinker ,

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.

Toronto , Ontario , Canada , Tim-bello , Kurt-macalpine , Darren-henderson , Newport-beach , California-based-corient-capital , Merchant-investment-management , Executive-kurt-macalpine ,

Not your garden-variety private equity - InvestmentNews

Not your garden-variety private equity - InvestmentNews
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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