The move will officially retire CI’s legacy boutique investment brands
The firm's assets under management continued to grow in the first quarter
Amit Muni will replace Doug Jamieson
New York-based RIA manages more than US$2.5 billion
The company's assets increased dramatically following several acquisitions
Deal for Segall Bryant & Hamill will double the size of CI's U.S. business
Couple founded robo-advisor WealthBar in 2014
The deal for the Dallas-based RIA with US$4.7B in assets is CI's biggest in the U.S. so far
Total wealth management assets reached a record level in the quarter
Latest RIA acquisition adds US$2.7 billion in assets to CI’s wealth management business