Wealth management

Industry

GMP Capital reports rise in Q4 net income

The firm also sees strength in its wealth management business

By Staff |March 2, 2018

2 min read

Industry

CI Financial’s AUM grew 17.1% over last year

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By Staff |March 2, 2018

1 min read

Industry

Manulife restructures wealth business

Segments unite; key leaders move

By Staff |September 12, 2017

2 min read

Industry

Desjardins Group reports 36% increase in surplus earnings

For the second quarter ended June 30, 2017, Desjardins Group reports an 11.4% increase in operating income, to $3.9 billion. Subsequently, Desjardins Group reached $581 million in surplus earnings before member dividends, up $154 million (36%) from the same quarter of 2016. In a release, the firm says the increase is due to the contribution […]

By Staff |August 14, 2017

2 min read

CI Financial reports AUM increase of 6.5%

CI Financial Corp. today reported preliminary assets under management (AUM) at July 31, 2017, of $120.4 billion and total assets of $160.5 billion. AUM grew by $7.4 billion or 6.5% year over year, and declined 0.6% in the month of July. Total assets gained $10.8 billion or 7.2% for the 12-month period and decreased by […]

By Staff |August 2, 2017

1 min read

Ullman Wealth Management launches

Ullman Wealth Management Inc., a new and independent private capital manager, has launched under the leadership of CEO Lawrence Ullman. Ullman, a registered portfolio manager and 20-year veteran of firms such as RBC Dominion Securities and Richardson GMP Ltd., is joined by portfolio manager Craig McGee and associates Jonathan Tang, Fernando Moleirinho, Erina Khalique and […]

By Staff |July 17, 2017

1 min read

CIBC to acquire U.S. wealth management firm

CIBC has entered into a definitive agreement to acquire Geneva Advisors for up to US$200 million. Geneva Advisors is an independent private wealth management firm headquartered in Chicago. On closing, the firm becomes part of CIBC Atlantic Trust Private Wealth Management. Focused on high-net-worth clients, Geneva Advisors has US$8.4 billion in assets under management and […]

By Staff |July 10, 2017

1 min read

Wealth management

GMP Capital reports rise in Q4 net income

CI Financial’s AUM grew 17.1% over last year

Manulife restructures wealth business

Desjardins Group reports 36% increase in surplus earnings

Fiera Capital’s AUM bumped 15% year over year in Q2

Industrial Alliance’s HollisWealth buy complete, boosting AUA to nearly $80B

CI Financial reports AUM increase of 6.5%

Ullman Wealth Management launches

CIBC to acquire U.S. wealth management firm

For ‘guys like me,’ Buffett supports estate, minimum tax