Canada-based CI Financial, a diversified global asset and wealth management company, has established its US headquarters in Miami, Florida. Located in the city’s Brickell district, the office will focus on the development of CI Private Wealth, the brand name of the company’s US platform.

The opening follows a period of rapid growth for CI Financial in the US. Since launching a new corporate strategy in late 2019, the company has acquired or agreed to acquire 21 registered investment advisor companies, including affiliate acquisitions.

As of August 2021, CI Financial’s US assets have reached $73bn. The company’s total assets globally have grown to $254bn, up from $131bn in early 2020, making CI Financial one of the fastest-growing asset and wealth management firms worldwide.

In a press release, chief executive officer Kurt MacAlpine said: “Miami is an incredible place to establish our US headquarters and support our fast-growing US business. It serves as the next logical step for our expansion plans as we work to build the leading high-net-worth wealth management platform in the country. In addition, Miami is a vibrant, multicultural city that offers a deep talent pool, an attractive location for recruiting and a very business-friendly environment.”


How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.