Corient Capital Partners is an independent wealth management firm focused on helping clients create and sustain a legacy that transcends wealth

https://www.corient.com/

Corient Capital Partners

CI Financial Corp. is a Canadian-based diversified wealth management and asset management company. It operates with a structure and management team that will remain independent under Mubadala Capital's acquisition.

https://www.cifinancial.com/

Toronto

CI Financial

CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX), today announced an agreement under which CI will acquire Corient Capital Partners, LLC (“Corient”), a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families across the United States.

Ci Financial To Acquire Corient Capital Partners, A Us$5.0-Billion Wealth Management Firm Serving The Ultra-Affluent

Ci Financial To Acquire Corient Capital Partners, A Us$5.0-Billion Wealth Management Firm Serving The Ultra-Affluent

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