![]() Power 2021 Canada Full-Service Investor Satisfaction Study, including ranking first in trust.Įntered U.S. #Synergy one lending lake forest ca seriesheadquarters.īuilt an industry-leading suite of cryptocurrency solutions with the launch of CI Galaxy Bitcoin ETF and CI Galaxy Ethereum ETF, as well as mutual funds investing in bitcoin and Ether.Ĭontinued to modernize CI’s asset management operations with the launch of other timely products, including: a private equity fund managed by Adam Street Partners a gold bullion ETF liquid alternative funds and a series of environmental, social and governance (“ESG”) mandates.ĬI Assante Wealth Management was ranked highest in overall investor satisfaction with full-service investment firms in the prestigious J.D. Selected Miami as the location for CI’s U.S. CI also made strategic investments in alternative asset management firms Columbia Pacific Advisors and GLASfunds. wealth management with the acquisition of registered investment advisor firms: Barrett Asset Management Brightworth Budros, Ruhlin & Roe Columbia Pacific Wealth Management Dowling & Yahnke Gofen & Glossberg Matrix Capital Advisors McCutchen Group Portola Partners Group Radnor Financial Advisors RegentAtlantic R.H. ![]() Continued to expand CI’s presence in U.S. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |