CI Private Wealth
CI Private Wealth, a wholly-owned subsidiary of CI Financial Corp., provides integrated wealth and family office services to ultra-high-net-worth and high-net-worth clients across Canada, operating within a broader $550B+ AUM platform spanning asset management, advisory, and self-directed investing.
- Company typePrivate
- Founded1965
- HeadquartersToronto, Canada
- Headcount251–500
- GTM typeB2C
- OfferingServices
What CI Private Wealth does
CI Private Wealth is a wholly-owned subsidiary of CI Financial Corp. that provides integrated wealth and family office services to ultra-high-net-worth (UHNW) and high-net-worth clients in Canada and, through affiliate Corient, the United States. The offering combines personalized financial planning, investment management, and advisory services under a private partnership model, delivered alongside CI Financial's broader platform of UHNW, advisory, asset management, and self-directed businesses. CI Private Wealth itself is consolidated under the CI Prestige unified brand, which since April 1, 2020 has combined CI Private Investment Management (PIM), CI Private Wealth (CIPW), and CI Preferred Pricing (CIPP) under a single administrative process and simplified fee structure; CI Financial was taken private by Mubadala Capital in 2024 and continues to operate as a privately held diversified global wealth and asset manager with $550B+ in AUM as at August 2025.
The underlying technology stack is a diversified platform spanning web, mobile, and API-based channels that supports wealth management, asset management, and digital investing across the group's six business lines (CI Global Asset Management, CI Assante Wealth Management, CI Segall Bryant & Hamill, CI Private Wealth, CI Direct Investing, and CI Investment Services Inc.). CI Services d'investissement Inc. provides automated API connectivity and secure file transfer protocol for portfolio managers, robo-advisors, and correspondent services with customizable custody reporting, and the group maintains SSL encryption and a multi-layer cybersecurity defense-in-depth program. Strategic priorities articulated by leadership include modernizing the asset management business, expanding the wealth management platform (with explicit emphasis on advisor enablement, integrated capabilities, and digital servicing), and globalizing the firm beyond Canada's borders — the last of which is supported by the June 2026 completion of the Invesco Canada fund business acquisition (bringing CI GAM to approximately C$175B AUM) and pending European acquisitions via Corient targeting approximately C$650B in combined global client assets.
Revenue is generated primarily through asset-based and fee-based streams: management fees on mutual funds, ETFs, and alternative investments at CI GAM; customized percentage-of-AUM fees for UHNW private wealth and family office engagements (no public pricing disclosed); sub-advisory revenue from the long-term Invesco partnership covering 61 funds with approximately C$13 billion in AUM; and transaction-based brokerage and correspondent services revenue through CI Investment Services Inc. (CI Direct Trading). Distribution is multi-channel: financial advisor and wealth management firm networks serve enterprise-scale relationships across more than 1.3 million Canadian investors; CI Direct Investing provides self-directed digital and robo-advisor access through WealthBar Financial Services; institutional fund distribution targets enterprise clients; and the Corient family office network (planned Canadian launch June 2026) addresses UHNW households globally. CI Financial was founded in 1965, is headquartered at 15 York Street, Toronto, and operates across Canada, the United States, and Asia-Pacific, with Europe, the Middle East, and Africa targeted through pending acquisitions.
CI Private Wealth firmographics
Firmographics- Name
- CI Private Wealth
- Legal name
- CI Financial Corp.
- Website
- https://cifinancial.com
- Company type
- Private
- Founded year
- 1965
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- CI Private Wealth, a wholly-owned subsidiary of CI Financial Corp., provides integrated wealth and family office services to ultra-high-net-worth and high-net-worth clients across Canada, operating within a broader $550B+ AUM platform spanning asset management, advisory, and self-directed investing.
- Ownership category
- akta.pro rank
CI Private Wealth industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
- akta.pro secondary industries
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking Alternatives & Private Markets Access (PE/VC, Hedge Funds, Real Assets) (FSABADAH), Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)
Keywords
Where CI Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices5 records
Markets served
CI Private Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Asset Management Fees: CI Global Asset Management generates revenue through management fees on mutual funds, exchange-traded funds (ETFs), and alternative investments. Following the Invesco acquisition (June 2026), CI GAM now manages approximately C$175 billion in assets, with 98 funds from the acquired business. The firm serves over 1.3 million investors across Canada.
- Private Wealth Management: CI Private Wealth generates revenue through integrated wealth and family office services for ultra-high-net-worth clients. The firm manages approximately C$650 billion in client assets globally (post-expansion), positioning it as the largest non-bank wealth manager and largest multi-family office for UHNW clients in North America.
- Sub-advisory Revenue: Following the Invesco acquisition, Invesco affiliates continue to provide portfolio management services to 61 funds through a sub-advisory arrangement with approximately C$13 billion in AUM, generating ongoing sub-advisory revenue for CI GAM as the funds' nominal manager.
- Brokerage and Trading Services: CI Services d'investissement Inc. (CISI), a discount brokerage with order execution only, provides services to self-directed investors under the CI Direct Trading brand. Revenue is generated through trading commissions and administrative fees for correspondent services to portfolio managers and robo-advisors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Publicly listed investment funds with standardized expense ratios |
| Subscription | Annual | Sub-advisory managed funds |
| Other | Annual | Private wealth and family office services (custom pricing) |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels4 records
CI Private Wealth product offering
Product offeringCore offering
CI Private Wealth provides integrated wealth and family office services for ultra-high-net-worth clients, delivered through a private partnership model that emphasizes personalized financial planning, investment management, and bespoke advisory solutions. The offering combines investment strategy, financial planning, estate planning, and family office capabilities under a single relationship, leveraging the scale and platform of parent CI Financial Corp. to serve clients across Canada, the U.S., and Asia-Pacific.
Product overview
CI Financial offers a comprehensive suite of wealth and asset management products and services through multiple business lines. CI Private Wealth is one of several distinct businesses within CI Financial's platform, alongside CI Assante Wealth Management, CI Direct Investing, CI Global Asset Management, CI Segall Bryant & Hamill Asset Management, and CI Investment Services Inc. CI Prestige serves as a unified sub-brand combining private investment management, CI Private Wealth, and preferred pricing programs under a single administrative structure. CI Private Wealth specifically focuses on delivering integrated wealth and family office services to affluent and high-net-worth clients in Canada, with a planned expansion through Corient's June 2026 launch bringing approximately C$10 billion in assets from previously acquired firms including Northwood Family Office and Coriel Capital.
Differentiator
Problem solved
Functional benefit
Brands
- CI Prestige: A unified brand which combines the CI Private Investment Management (PIM), CI Private Wealth (CIPW) and CI Preferred Pricing (CIPP) platforms under a single administrative process and simplified fee structure.
Products and services
- CI Private Wealth Integrated wealth and family office services for ultra-high-net-worth clients delivered through a private partnership model, combining personalized financial planning, investment management, and bespoke advisory solutions under a single relationship.
- CI Prestige Unified brand combining CI Private Investment Management (PIM), CI Private Wealth (CIPW), and CI Preferred Pricing (CIPP) platforms under a single administrative process and simplified fee structure.
- Corient UHNW Wealth and Family Office
Quantifiable outcome
- Assets under management increased to approximately C$175 billion following Invesco acquisition (June 2026)
- +4 more outcomes
Companies that use CI Private Wealth
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles2 records
CI Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
CI Private Wealth partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- Invesco Ltd.coreLong-term strategic partnership formed following CI GAM's acquisition of Invesco's Canadian fund business (approximately C$27 billion in AUM). Under the arrangement, Invesco affiliates continue to provide portfolio management services to 61 funds through sub-advisory arrangement with approximately C$13 billion in AUM, ensuring consistent investment experience for securityholders. CI GAM will rebrand 37 funds under the CI banner effective July 31, 2026.
- Morgan Stanley & Co. LLCminorMorgan Stanley & Co. LLC acted as financial advisor to Invesco in connection with the sale of Invesco's Canadian fund business to CI GAM.
- Borden Ladner Gervais LLPminorBorden Ladner Gervais LLP served as legal advisor to Invesco in connection with the transaction.
- Jefferies Securities Inc.minorJefferies Securities Inc. acted as financial advisor to CI GAM in connection with the acquisition of Invesco's Canadian fund business.
- Stikeman Elliott LLPminorStikeman Elliott LLP served as legal advisor to CI GAM in connection with the transaction.
- Stonehage FlemingcorePending acquisition by Corient (linked to CI Private Wealth). Stonehage Fleming is a European wealth management firm. Upon closing of this and other pending European acquisitions (subject to regulatory approvals), Corient would establish presence across Europe, Middle East, and Africa and become the world's largest non-bank fee-only wealth manager.
- Stanhope Capital GroupcorePending acquisition by Corient (linked to CI Private Wealth). Stanhope Capital Group is a European wealth management firm. Upon closing of this and other pending European acquisitions, Corient would expand its global footprint to Europe, Middle East, and Africa.
- Bedrock GroupcorePending acquisition by Corient (linked to CI Private Wealth). Bedrock Group is a European wealth management firm. Upon closing of this and other pending European acquisitions, Corient would establish presence across Europe, Middle East, and Africa with approximately $475 billion in combined client assets.
- Northwood Family OfficecorePreviously acquired firm contributing approximately C$10 billion in assets to Corient's Canadian expansion planned for June 2026. Brings UHNW client base and family office capabilities to the combined entity.
- Coriel CapitalcorePreviously acquired firm contributing approximately C$10 billion in assets to Corient's Canadian expansion planned for June 2026. Along with Northwood Family Office and select CI Private Wealth advisors, forms the foundation for the Canadian market entry.
Scale indicators10 records
Recent moves7 records
Expansion highlights6 records
CI Private Wealth competitors and assessment
Company assessmentDirect peers
- Raymond James Ltd. Major Canadian wealth management subsidiary of Raymond James Financial serving affluent and HNW clients through an advisor-mediated model; direct competitor to CI Assante and adjacent to CI Private Wealth in the HNW/UHNW segment.
- Canaccord Genuity Wealth: Canadian wealth management division of Canaccord Genuity Group serving HNW and UHNW clients through independent advisors and integrated wealth solutions; comparable in advisor-mediated distribution and HNW client focus.
- Stonehage Fleming: European multi-family office serving UHNW individuals and families; pending acquisition target by Corient that would integrate it into the CI Private Wealth platform. Highly comparable in client segment, fee-only model, and integrated family office offering.
- Corient: U.S.-based wealth management firm directly linked to CI Private Wealth advisors; operates the same private partnership model serving UHNW clients and is the vehicle for the global multi-family office expansion including the pending Canadian launch in June 2026.
- Stanhope Capital Group: European wealth management and advisory firm targeting UHNW clients; pending acquisition by Corient directly comparable in service model and target segment to CI Private Wealth.
- Richardson Wealth: Canadian independent wealth management firm serving HNW and UHNW clients through a national advisor network; directly comparable to CI Assante and adjacent to CI Private Wealth in the Canadian HNW/UHNW segment.
Broad incumbents
- RBC Wealth Management: Wealth management arm of Royal Bank of Canada serving HNW and UHNW clients globally; comparable in scale, integrated platform, and UHNW/Coriolent-style family office capabilities.
- iA Financial Group: Large Canadian financial services conglomerate offering wealth management, insurance, and investment solutions through dealers and advisors; overlaps with multiple CI Financial subsidiaries across wealth and asset management.
- BMO Wealth Management: Wealth management division of Bank of Montreal serving HNW and UHNW clients across Canada and the U.S.; overlaps with CI Private Wealth on integrated wealth and family office services.
- Manulife Wealth: Wealth and asset management arm of Manulife Financial serving individual and institutional clients in Canada and globally; comparable asset management scale and advisor-mediated distribution.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
CI Private Wealth social profiles
Digital presenceCI Private Wealth compliance and trust
Trust signalCompliance1 record
CI Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
CI Private Wealth leadership team
Management profileNumber of profiles
Profiles4 records
CI Private Wealth subsidiaries and ownership
Company hierarchySubsidiaries7 records
CI Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CI Private Wealth M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CI Private Wealth
What does CI Private Wealth do?
CI Private Wealth provides integrated wealth and family office services for ultra-high-net-worth clients, delivered through a private partnership model that emphasizes personalized financial planning, investment management, and bespoke advisory solutions. The offering combines investment strategy, financial planning, estate planning, and family office capabilities under a single relationship, leveraging the scale and platform of parent CI Financial Corp. to serve clients across Canada, the U.S., and Asia-Pacific.
Is CI Private Wealth a public or private company?
CI Private Wealth is a private company. It is classified as corporate owned and is currently operating.
When was CI Private Wealth founded?
CI Private Wealth was founded in 1965. It employs 251 to 500 people.
Where is CI Private Wealth based?
CI Private Wealth is headquartered in Toronto, Canada, in the North America region.
How does CI Private Wealth make money?
Four revenue lines are on record. Asset Management Fees are the primary driver. The others are private Wealth Management, sub-advisory Revenue and brokerage and Trading Services.
Who are CI Private Wealth's main competitors?
Direct peers on record are Raymond James Ltd., Canaccord Genuity Wealth, Stonehage Fleming, Corient, Stanhope Capital Group and Richardson Wealth. Broad incumbents are RBC Wealth Management, iA Financial Group, BMO Wealth Management and Manulife Wealth.
Does CI Private Wealth have an API?
No public API is recorded for CI Private Wealth.
What industry is CI Private Wealth in?
CI Private Wealth's product category is Private Wealth Management. Its primary akta.pro industry code is FSABADAF, Family Office Services (Single & Multi-Family Office), with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.