trending Market Intelligence /marketintelligence/en/news-insights/trending/A0M6KMUW8PJi2uHJ2qOqWQ2 content esgSubNav
Log in to other products

 /


Looking for more?

Contact Us
In This List

Stanford Investment Group, Aspiriant to merge

Blog

Latin American and Caribbean Market Considerations Blog Series: Focus on LGD

BLOG

Banking Essentials Newsletter: June Edition

Case Study

กรณีศึกษา A Bank Takes its Project Finance Assessments to a New Level

Blog

Financial Institutions Factor Transition Risk into Climate-Related Stress Testing


Stanford Investment Group, Aspiriant to merge

Stanford Investment Group Inc. will merge with wealth management firm Aspiriant.

Stanford manages about $850 million in assets for 260 clients and their families. Stanford's team will remain in its current Mountain View, Calif., office.

The transaction is expected to close Jan. 31, 2017.

With the merger, Aspiriant will have added $1.7 billion in assets and about 600 clients as a result of its mergers with other independent wealth management firms over the past year.

Terms of the deal were not disclosed.