CI Financial to Acquire New York-Based RIA
CI Financial Corp has announced an agreement to acquire Barrett Asset Management with wealth and investment management capabilities catering primarily to high-net-worth and ultra-high-net-worth individuals and families. Barrett brings US$2.5 billion1 in assets to CI’s fast-growing U.S. wealth management footprint. Once the transaction is completed, CI is expected to have…
Continue Reading
Subscribe to unlock the full article and access premium financial content.

