Wealth management

CI Financial to open U.S. headquarters in Miami Fallback Image Decorative pattern

Industry

CI Financial to open U.S. headquarters in Miami

Toronto-based firm has acquired or made deals for 21 U.S. wealth firms since last year

By Rudy Mezzetta |September 15, 2021

1 min read

CI Financial buys US$5.2-billion Portola Partners Fallback Image Decorative pattern

Industry

CI Financial buys US$5.2-billion Portola Partners

The Silicon Valley-based wealth manager serves wealthy families and tech entrepreneurs

By Rudy Mezzetta |September 14, 2021

1 min read

Kathrin Forrest joins Capital Group Fallback Image Decorative pattern

Industry

Kathrin Forrest joins Capital Group

The Sun Life veteran will support the firm’s wealth management and institutional retirement businesses

By Staff |September 14, 2021

1 min read

Carlos Desierto joins PenderFund as president Carlos Desierto joins PenderFund as president

Industry

Carlos Desierto joins PenderFund as president

Desierto was previously a managing director at Manulife Investment Management

By Staff |September 14, 2021

1 min read