Ci Financial Completes Acquisition Of Us$5.2-Billion Silicon Valley Ria Portola Partners

Ci Financial Completes Acquisition Of Us$5.2-Billion Silicon Valley Ria Portola Partners

09/30/21, 6:28 PM
Location
https://purecatamphetamine.github.io/country-flag-icons/3x2/CA.svgtoronto
Industry
financial services
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today announced it has completed the acquisition of Portola Partners Group LLC (“Portola Partners” or “Portola”), a Silicon Valley wealth management firm dedicated to serving the financial needs of ultra-high-net-worth families.

Company Info

Company
CI Financial
Location
Toronto, Ontario, Canada
Company info
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.

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