News, Comment & Analysis results for CI Financial
Multi-Family Office Firm Names New Investment Chief
Founded in 2005, Caprock – a registered investment advisor serving UHNW clients – has offices
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular
Wealth Enhancement Acquires $4.3 Billion Firm
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
North American Wealth M&A Rose In 2024, Sector Weathers Volatility – ECHELON
Foreign buyers, including those linked to sovereign wealth funds, were among the players in the
Conquest Planning, Canada's CI Wealth Ink Partnership
The AI-powered platform will be available to advisors at CI Assante Wealth Management, CI Private
CI Financial Secures "Overwhelming" Shareholder Backing To Go Private
In an example of the go-private trend that has shaped part of wealth management in North America,
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition
Corient's M&A Hunger Underscored By Geller MFO Deal
The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has
Comment & Analysis results for CI Financial
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m