News, Comment & Analysis results for CI Financial
Corient Buys $21 Billion AuM Summit Trail Advisors
The US-headquartered group, formed via CI Financial's 2023 rebrand of its US wealth arm, continues
Corient Acquires Seven Bridges Advisors, Adding $4.9 Billion AuM
The Miami-headquartered wealth manager continues its run of acquisitions in the US and
Corient Acquires Paris-Based Letus Private Office As M&A Drive Rolls On
The business being acquired was founded a decade ago – adding to a range of wealth management
Who's Moving Where In Wealth Management? – Raymond James, Cohen & Steers
The latest senior moves, appointments and personnel changes in North American wealth management.
Corient Expands Into Canada
Marking another step in Corient’s global expansion, the Miami-headquartered firm is
Corient Flexes Transatlantic Muscles Again With Bedrock Acquisition
When this and other deals are added together, Corient is on course to have $468 billion of managed
Acquisition-Hungry Corient Snaps Up Another Business
Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a
Ousted Tiedemann Fires Back In Battle For AlTi Global
The CEO of AlTi Global has been replaced, while filings show that Michael Tiedemann had been
Canada's CI Global Asset Management Inks Invesco Funds Deal
Under the terms, the firm will buy Invesco's fund business agreements in Canada. CI's chief
Latest RIA IPO: Harbinger Or Outlier?
The US firm's foray into the listed stock market raises fresh debate on whether this route is