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Transactions

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Advised Chicago-based Geneva Advisors on its sale to CIBC. With $8.4 billion in assets under management, Geneva Advisors is an independent private wealth management firm focused on high net worth clients. On closing, Geneva Advisors will become part of CIBC Atlantic Trust Private Wealth Management and will add scale in key markets where the combined firms can offer clients differentiated, high-touch service. 


Press Releases

CIBC announces acquisition of Geneva Advisors ›
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