News, Comment & Analysis results for CI Financial
CI Financial To Acquire Wealth Manager Coriel Capital
The acquisition adds to CI Financial Corp’s ultra-high networth business.
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
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
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
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.
Will Mega-Multiple Prompt More CI Selling?
The Canada-headquartered financial group went on a big US wealth management buying spree three
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
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,
Focus Exit From Public Markets Shifts Spotlight
This news service explores the reasons for Focus Financial de-listing from the stock market and the
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
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