Corient Hits $508B in Client Assets After Completing U.K. Acquisitions

You tin find archetypal nonfiction present WealthManagement. Subscribe to our escaped regular WealthManagement newsletters.

Corient, the Miami-based registered concern advisor owned by the Mubadala Investment Company, has cleared $500 cardinal successful lawsuit assets pursuing the completion of its acquisitions of 2 U.K.-based advisory firms.

Corient announced Monday that it had completed the acquisitions of Stonehage Fleming, a Jersery, U.K.-based steadfast overseeing $175 cardinal successful assets, and Stanhope Capital Group, a London-based wealthiness manager with $40 cardinal successful lawsuit assets. Corient had announced an statement for the acquisitions successful September 2025.

With the completion of the deals, Corient has astir $508 cardinal successful lawsuit assets, 300 partners and much than 2,200 employees. The steadfast is focused connected ultra-high- and high-net-worth individuals, families and businesses, providing clients with cross-functional enactment teams.

“Clients payment from the afloat spot of the firm—our integrated wealthiness absorption and household bureau capabilities—supported by our planetary scale, resources and expertise,” CEO Kurt MacAlpine said successful a connection regarding the completed deal.

Corient was founded successful 2020 arsenic the RIA limb of Toronto-based concern and wealthiness manager CI Financial, of which MacAlpine is besides the CEO. CI Financial was taken backstage past twelvemonth successful a woody led by Mubadala Capital, an alternate plus manager owned by Mubadala Investment Co., an Abu Dhabi sovereign wealthiness fund.

With the completion of its U.K. wealthiness firms, which besides person U.S. clients, Corient aims to go 1 of the largest RIAs successful America by wealthiness assets, alongside firms specified arsenic Creative Planning, Hightower, Mariner and Captrust. 

According to Corient’s astir caller Form ADV, the bulk of its assets were nether discretionary management, though the caller acquisitions are not included. Many of the largest RIAs number among their lawsuit assets tens to hundreds of billions successful little lucrative, nondiscretionary assets nether advisement for investments specified arsenic employer-based status plans. 

Since being taken private, Corient has been connected a teardrop of ample acquisitions some successful the U.S. and the U.K. In April, it announced a determination to get Bedrock Group, a $10.7 cardinal wealthiness manager with offices successful Geneva, London, Monaco, and Lisbon. That came soon aft a woody it made with a Chicago-based employee-owned wealthiness manager, Vivaldi Capital, which has $5.6 cardinal successful AUM.

Also successful April, Corient besides announced plans to instrumentality implicit the Canadian businesses of its genitor company, CI Financial. That includes astir CA$10 cardinal ($7.3B) successful lawsuit assets from CI Financial’s antecedently acquired firms, Northwood Family Office and Coriel Capital, arsenic good arsenic prime CI Private Wealth advisors, which volition go Corient Partners