Latest Deals
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Cook Wealth merges with Cerity Partners
Cerity Partners has announced its merger with Cook Wealth, a wealth management firm based in Raleigh, North Carolina.
This collaboration aims to broaden Cerity Partners’ range of integrated wealth advisory services, which include financial planning, investment management, and tax planning and preparation.
Indosuez to acquire Banque Thaler in major Swiss market push
Indosuez Wealth Management has expanded its roots in Switzerland with the planned acquisition of Banque Thaler, a Geneva-based institution noted for its wealth management expertise.
The transaction represents a big step forward in Indosuez’s expansion strategy, particularly in a market that is rapidly consolidating.
Cary Street Partners buys wealth manager Keene & Dorchak
Cary Street Partners (CSP) has acquired Keene & Dorchak, a wealth management firm in Fort Worth, Texas. With immediate effect, Keene & Dorchak adopts the CSP brand.
This expansion strengthens CSP’s foothold in Texas, complementing its existing offices in San Antonio and Austin.
EP Wealth acquires California’s Peninsula Wealth
RIA aggregator EP Wealth Advisors has deepened its reach in the US with the purchase of Peninsula Wealth in San Francisco, California.
This partnership brings over $660m in assets under management (AUM) to EP Wealth and bolsters its client service capabilities in Northern California.
