Tag : CI Private Wealth

CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......