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Listen "A tale of two mega-RIAs"
Episode Synopsis
Ian, Sam and Alex discuss the quiet rise of $580bn RIA Wealthspire, which this week unveiled its new C-suite following its re-acquisition by PE backer Madison Dearborn and subsequent merger with three other businesses. The team also looks at another wealth giant, $89bn AlTi Global. The firm is also a product of a series of mergers, and – according to Citywire’s reporting – there might be more deals to come.
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