Matrix Capital Advisors, a Chicago RIA Serving High-Net-Worth Clients, Joins CI Private Wealth
MIAMI & TORONTO & CHICAGO--(BUSINESS WIRE)--Dec 1, 2021--
Source: wsiltv.com
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CI Financial adds Seattle office with $3.4 billion acquisition
Canadian mega buyer CI Financial is acquiring Seattle-based McCutchen Group, an RIA that has $3.4 billion in assets under management.
Source: investmentnews.com
CI Financial Acquires $3.4B Multi-Family Office RIA
CI’s deal with Seattle-based McCutchen Group is its first in the Pacific Northwest, and will expand the firm's footprint in the UHNW market.
Source: wealthmanagement.com
CI Financial buys US$3.4-billion McCutchen Group
The Seattle-based RIA is CI's first office in the Pacific Northwest
Source: advisor.ca
CI Financial buys US$3.4-billion McCutchen Group | Investment Executive
The Seattle-based RIA is CI's first office in the Pacific Northwest
Source: investmentexecutive.com