Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion
Corient today announced the successful completion of its previously announced acquisitions of Stonehage Fleming and Stanhope Capital Group, marking a significant milestone in its continued global expansion.
Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest
Corient, the largest and fastest-growing integrated wealth management firm in the U.S., today announced an agreement to acquire Capital Advisors, Inc., a registered investment advisor based in Tulsa, Oklahoma with $7.8 billion in assets under management.
Corient Enters the Canadian Market, Continuing its Global Expansion
Corient, the largest and fastest-growing wealth management firm in the U.S., today announced plans to expand into Canada – bringing its distinctive partnership model and full suite of integrated wealth and family office services to the country. With this expansion, Corient will become the largest non-bank wealth manager and largest multi-family office focused on ultra-high-net-worth individuals and families in North America. The business will launch in June 2026 under the Corient brand, subject to regulatory approvals.
Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group
Corient, the largest and fastest-growing integrated wealth management firm in the U.S., today announced the acquisition of the Bedrock Group, a pre-eminent European wealth manager and multi-family office with offices in Geneva, London, Monaco and Lisbon. The acquisition is subject to closing conditions and regulatory approvals.
Corient Announces Acquisition of Vivaldi Capital Management
Corient, the largest and fastest-growing integrated wealth management firm in the U.S., today announced the acquisition of Vivaldi Capital Management (“Vivaldi”), a leading RIA headquartered in Chicago with $5.6 billion in assets under management.
Corient Strengthens West Coast Presence with the Addition of Palo Alto Advisory Business
Corient, the nation’s largest and fastest-growing wealth advisor focused on ultra-high and high-net-worth investors, today announced the acquisition of the business of Palo Alto Wealth Advisors, a Palo Alto, California-based registered investment advisor with $766.7 million in assets under management.
Corient Acquires Breed’s Hill Capital, a Premier Wealth Advisor Providing Dedicated Service to Ultra-High-Net-Worth Families
Corient, one of the nation’s largest and fastest-growing national wealth management firms, today announced it has acquired Breed’s Hill Capital, a Boston-based multi-family office with approximately $3.5 billion in assets under management. The transaction expands Corient’s presence in New England and enhances its ability to deliver personalized, fiduciary wealth management services to ultra-high-net-worth individuals, families and institutions across the region.
Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group, Creating $430-Billion Independent Ultra-High-Net-Worth Wealth Manager
Corient, one of the largest and fastest-growing national wealth advisors in the U.S., today announced the addition of Stonehage Fleming, one of the world’s leading independently owned multi-family offices, and Stanhope Capital Group (“Stanhope Capital”), one of Europe’s largest independent wealth management and advisory firms.
