News, Comment & Analysis results for CI Financial

M and A
August 11, 2023

CI Financial To Acquire Wealth Manager Coriel Capital

The acquisition adds to CI Financial Corp’s ultra-high networth business.  

Strategy
August 2, 2023

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

M and A
June 13, 2023

Summary Of North American Wealth Management M&A – April, May 2023

Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the

M and A
May 25, 2023

CI Financial Sells Minority Stake In US Wealth Business

The Canadian firm has shaken up the US wealth sector in recent years by buying a clutch of firms

Uncategorised
May 18, 2023

From The Editor's Chair: Bank Strains, Acquisitions, AI And Offshore

We take a regular look back at important news stories and what the editorial team is working on.

Strategy
May 15, 2023

Will Mega-Multiple Prompt More CI Selling?

The Canada-headquartered financial group went on a big US wealth management buying spree three

M and A
May 1, 2023

CI Financial, Once A Big Buyer, Sells Stake In Boston-Based RIA

CI's spate of acquisitions has been one of the most eye-catching M&A trends in the North American

New Products
April 4, 2023

CI Financial's US Wealth Arm Launches Trust Solutions Offering

Canada-based CI Financial Wealth, a subsidiary of CI Financial Corp, launches a new trust business,

Strategy
March 1, 2023

Focus Exit From Public Markets Shifts Spotlight

This news service explores the reasons for Focus Financial de-listing from the stock market and the

People Moves
February 16, 2023

Exclusive – Another CI Financial Advisory Firm CEO Is Out

This news service has learned that a CEO of one of the wealth firms operating under the CI

Comment & Analysis results for CI Financial