News, Comment & Analysis results for CI Private Wealth
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
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
Conquest Planning, Canada's CI Wealth Ink Partnership
The AI-powered platform will be available to advisors at CI Assante Wealth Management, CI Private
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
Adjusted Q3 Net Income Rises At Toronto-Headquartered CI Financial
The banking group embarked on a large wealth management acquisition drive in 2020, buying a raft of
Private Equity’s Iron Grip On RIAs Grows
Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant
CI Financial's US Wealth Assets Rose In July; Data Underscores M&A Impact
In a busy market for wealth sector M&A in the past few years, the Canada/US group has set the pace
CI Financial's US Wealth Business Gets Makeover
The spending spree of this group has been one of the most eye-catching M&A drives in North