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

CI Financial Corp. has announced an agreement under which CI will acquire Corient Capital Partners, 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. Founded in 2015 by a team of highly experienced advisors, Corient delivers a client-focused, comprehensive…