European Firm Serving US Expats Opens Manhattan Office
The business, which is headquartered in the French city of Nice, has opened an office in the iconic…
Corient Buys $21 Billion New York City RIA Summit Trail
Miami-based Corient has struck another deal, announcing on Wednesday that it is acquiring New York City-based Summit Trail…
OPINION OF THE WEEK: NYC’s Second Home Property Database Raises Privacy Vs Transparency Debate
The publication of property data in New York in preparation for a new “pied à terre” tax might…
Corient Acquires $5 Billion New York City RIA
Corient, a Miami-based RIA aggregator overseeing around $535 billion in client assets, has agreed to acquire a New…
Wealth Enhancement to Buy $760M New York City Practice
Minneapolis-based Wealth Enhancement, which oversees more than $156 billion in client assets, has agreed to buy a practice…
Sanctuary Wealth Welcomes $350 Million NYC Advisor Team
Editorial Staff
June 22, 2026
Sanctuary Wealth operates what it calls…
Sapient Capital Adds New York Partner, Continues Build-Out
Editorial Staff
November 20, 2025
The $23 billion AuM firm –…