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Ci Financial To Acquire Mccutchen Group, A $3.4-Billion Ultra-High-Net-Worth Wealth Manager Based In Seattle

Oct 21, 2021•about 4 years ago

Acquiring Company

CI Global Asset Management

Acquired Company

McCutchen Group

TorontoFinancial Services

Description

CI Financial Corp. (“CI”) (TSX:CIX; NYSE:CIXX) and McCutchen Group LLC ( “McCutchen Group”) today announced an agreement under which CI will acquire McCutchen Group, an ultra-high-net-worth focused wealth management firm with US$3.4 billion in assets under management.

Company Information

Company

CI Global Asset Management

Location

Toronto, Ontario, Canada

About

CI Global Asset Management (CI GAM) is one of Canada’s largest investment management companies. It offers a wide range of investment products and services. CI GAM is a subsidiary of CI Financial Corp., an integrated global asset and wealth management company. The firm is trusted for its expertise in portfolio construction and risk management.

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Integration timeline
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