Exploring opportunities across Brazil and Latin America, including São Paulo and Rio, we aim for smart expansion while maintaining boutique-level quality. This approach is integral to our DNA and was a key factor in partnering with Brainvest.
Read MoreMerchant’s collaboration with Brainvest has enabled us to establish a premier consortium of wealth management professionals and multi-family offices aligned to achieving our cross-border objectives, and we're excited to further our partnership with Köli to advance their enterprise. - Tim Bello, Co-Founder and Managing Partner at Merchant.
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This combination represents a well-planned and well-executed merger of like-minded, multi-functional, and multi-custodial wealth management organizations and is a terrific illustration of the power and synergies within the Merchant ecosystem.
Read MoreMerchant-backed Summit Financial has made a non-controlling, minority investment in Prostatis Financial Advisors Group—a Baltimore-based firm owned by “The Savvy Investor.”
Merchant managing partner Rick D’Amico weighs in welcoming the team and the continued partnership and collaboration with Summit and Prostatis.
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Marc Spilker, Executive Chairman, and Matt Brinker, a Managing Partner of Merchant, sat down for an exclusive with Aleks Vickovich of Connexus Financial to discuss why regulation made Australian Advice attractive to global expansion.
Read MoreMerchant managing partner David Mrazik said that as Morgan Dempsey grows, it intends to expand its RIA practice for individual retail investors and will invest capital towards advisor recruitment efforts.
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Morgan Dempsey Capital, a boutique asset management firm with $600M in assets under management (AUM), announced today its collaboration with Merchant to accelerate the adoption of risk-adjusted return methodologies within the wealth management community.
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Read MoreMerchant invested in Concurrent to support expanded growth initiatives when the firm was managing a little more than $12 billion in assets. Merchant’s Rick D’Amico called the firm’s growth “another testament to how far the industry has continued to evolve in terms of building these world-class independent, multi-billion-dollar RIA infrastructures.”
Read MoreToday Merchant announced a strategic partnership with SCALE Global, an event set to convene the world’s most influential investors, entrepreneurs and thought leaders to ignite the future of capital and innovation, taking place in Las Vegas at the Bellagio from May 22-25, 2023.
Read MoreAt Merchant, Brinker works extensively with registered investment advisors to identify new investment opportunities and help them grow, giving him a strong understanding of the challenges advisors face, Littlechild said. It’s this experience she wants to bring to Absolute Engagement.
Read MoreLeaders from both firms say the deal between wealthtech startup Opto Investments and financial services operating firm Merchant Investment Management isn't just about providing financial advisors greater access to the traditionally difficult-to-penetrate private market.
Read MoreBrian Wood, Michael Peebles and DeAnn Gann are joining Legacy from Arvest Bank and will open a new office in Northeast Arkansas.
Read MoreThe financial services matchmaker and RIA investor are joining forces to provide succession seekers with more than just an introduction.
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Since first partnering with Merchant in January 2018, AdvisorAssist has strengthened its internal resources and technology infrastructure to help advisors achieve maximum efficiency within an operational and risk management framework. Today, AdvisorAssist’s team of experienced consultants support over 700 registered investment advisory firms, with assets under management of more than $225 billion under its purview.
Read MoreInternational wealth manager Brainvest has hired the former CEO of Julius Baer’s Brazilian family office operation to lead its business in Brazil and has also named a new global CEO as part of its international growth strategy, the firm announced on Wednesday.
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Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.
Read MoreBeachwood, Ohio–based RIAs MGO Investment Advisors and One Seven have merged, with Merchant Investment Management taking a minority stake in the new entity.
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