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Transaction boosts CI’ s U.S. assets to US $115 billion, making U.S. wealth management CI’ s largest business line. MIAMI& TORONTO& SEATTLE---- CI Financial Corp. and Columbia Pacific of ...
CI Financial Corp. said Wednesday it would pay an undisclosed sum to acquire Columbia Pacific Wealth Management, which has $6.4 billion in assets under management (AUM) for high-net-worth and ...
Columbia Pacific Wealth Management. CPWM serves high-net-worth and ultra-high-net-worth individuals and families and select institutions from offices in Seattle and San Francisco.
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