Unternehmen CI Financial Corp.

Aktien

A0RENJ

CA1254911003

CIX

Investitionsmanagement & Fondsbetreiber

Analystenschätzungen

Kurzporträt

Umsatz nach Geschäftsbereich

Umsatz je Region

Manager

Aufsichtsräte

Anteilsklasse

Aktionäre

Unternehmenskontakt

Konzerngesellschaften

Sektor

Umsatz nach Geschäftsbereich

Umsatz je Region

Ratings für CI Financial Corp.

Verlauf des Gewinns je Aktie

Quartalsgewinne - Abweichungsrate

Sektor Investitionsmanagement & Fondsbetreiber - Andere

Markt geschlossen - Toronto S.E. Andere Börsenplätze 21:59:59 19.04.2024			% 5 Tage	% 1. Jan.
16.57 ^CAD	+1.91%		+1.35%	+11.51%

18.03.	Gesamtvermögen von CI Financial steigt im Jahresvergleich	MT
23.02.	TSX endet höher und schließt die Woche mit Gewinnen ab	RE

CI Financial Corp. ist ein diversifiziertes globales Vermögensverwaltungsunternehmen, das hauptsächlich in Kanada, den Vereinigten Staaten und Australien tätig ist. Das Unternehmen beschäftigt sich mit der Verwaltung und dem Vertrieb einer Reihe von Finanzprodukten und -dienstleistungen, darunter Vermögensverwaltung, Versicherungen und andere. Das Unternehmen ist in drei Segmenten tätig: Asset Management, Canadian Wealth Management und U.S. Wealth Management. Das Segment Asset Management umfasst CI Global Asset Management, das in Kanada tätig ist, und GSFM Pty Ltd, das in Australien tätig ist. Das Segment Canadian Wealth Management umfasst die Aktivitäten von CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, Northwood Family Office, CI Direct Investing und CI Investment Services. Das Segment U.S. Wealth Management umfasst Corient Private Wealth LLC, eine integrierte Vermögensverwaltungsgesellschaft, die umfassende Lösungen für sehr vermögende und vermögende Kunden in den Vereinigten Staaten anbietet.

Mitarbeiterzahl: 2 416

CAD in Millionen	2022	Gewichtung	2023	Gewichtung	Delta
Asset Management 39,7 %	1 032	44,2 %	1 091	39,7 %	+5.70%
United States Wealth Management 35,5 %	704	30,2 %	975	35,5 %	+38.46%
Canada Wealth Management 31,9 %	803	34,4 %	877	31,9 %	+9.15%
Intersegment Eliminations and Non-segmented Items -7,1 %	-205	-8,8 %	-196	-7,1 %	-4.20%

CAD in Millionen	2022	Gewichtung	2023	Gewichtung	Delta
Canada 68,2 %	2 073	73,3 %	2 184	68,2 %	+5.35%
United States 30,8 %	716	25,3 %	985	30,8 %	+37.64%
Australia 1,1 %	40	1,4 %	34	1,1 %	-15.81%

Manager	Titel	Alter	Seit
Kurt MacAlpine CEO	Chief Executive Officer	43	01.09.19
Darie Urbanky PSD	President	-	01.01.96
William Holland CHM	Chairman	65	01.01.89
Amit Muni DFI	Director of Finance/CFO	55	31.05.21
Marc-André Lewis CIO	Chief Investment Officer	-	-
Jason Lee Weyeneth IRC	Investor Relations Contact	-	-
Manisha Burman HRO	Human Resources Officer	-	01.06.22
Bradley Howard LAW	General Counsel	-	01.05.19
Julie Silcox SAM	Sales & Marketing	-	01.01.21
Edward Kelterborn LAW	General Counsel	-	01.09.18

Aufsichtsräte	Titel	Alter	Seit
William Holland CHM	Chairman	65	01.01.89
David Miller BRD	Director/Board Member	74	21.10.13
Paul Perrow BRD	Director/Board Member	60	18.06.18
Sarah Ward BRD	Director/Board Member	-	10.02.22
Bill Butt BRD	Director/Board Member	61	26.03.19
Kurt MacAlpine CEO	Chief Executive Officer	43	01.09.19
Brigette Chang-Addorisio BRD	Director/Board Member	47	18.06.18

	Vote	Menge	Streubesitz	Konzerneigene Aktien	Total Float
Aktie A	1	156 240 227	134 333 705 ( 85,98 %)	0	85,98 %

Name	Aktien	%	Bewertung
William Holland 7,008 %	10 949 466	7,008 %	139 Mio $
Brigette Chang-Addorisio 6,540 %	10 218 829	6,540 %	129 Mio $
Manulife Investment Management Ltd. 1,406 %	2 196 845	1,406 %	28 Mio $
Quadravest Capital Management, Inc. 0,8927 %	1 394 800	0,8927 %	18 Mio $
Sionna Investment Managers, Inc. 0,3273 %	511 351	0,3273 %	6 Mio $
Kurt MacAlpine 0,3200 %	500 003	0,3200 %	6 Mio $
SEI Investments Canada Co. 0,3189 %	498 300	0,3189 %	6 Mio $
Fiera Holdings, Inc. 0,3093 %	483 230	0,3093 %	6 Mio $
Highstreet Asset Management, Inc. 0,2917 %	455 805	0,2917 %	6 Mio $
Paul Perrow 0,2464 %	385 000	0,2464 %	5 Mio $

CI Financial Corp.

2 Queen Street East 20th floor

M5C 3G7, Toronto

+416-364-1145

http://www.cifinancial.com

Name	Kategorie und Branche
Segall Bryant & Hamill LLC Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.	Investment Managers
CI Investment Securities, Inc. CI Investment Securities, Inc. Investment Banks/BrokersFinance Part of CI Financial Corp., CI Investment Securities, Inc. is a Canadian company that provides brokerage services. The private company is based in Toronto, Canada. CI Investment Securities was acquired by CI Financial Corp. on November 01, 2017.	Investment Banks/Brokers
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.	Investment Managers
One Capital Management LLC One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities.	Investment Managers
Assante Financial Management Ltd. Assante Financial Management Ltd. Investment ManagersFinance Part of CI Financial Corp., Assante Financial Management Ltd. is a Canadian company that provides investment advisory services. The private company is located in Canada.	Investment Managers
CI Private Counsel LP CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families.	Investment Managers
GSFM Responsible Entity Services Ltd. GSFM Responsible Entity Services Ltd. Investment Trusts/Mutual FundsMiscellaneous GSFM Responsible Entity Services Ltd., a subsidiary of CI Financial Corp., is a company headquartered in Australia that functions as an investment fund.	Investment Trusts/Mutual Funds
CI Investment Services, Inc.

Trading Rating

Investment Rating

ESG Refinitiv

C-

Mehr Ratings

Verkaufen

Kaufen

Durchschnittl. Empfehlung

AUFSTOCKEN

Anzahl Analysten

Letzter Schlusskurs

16.26 CAD

Mittleres Kursziel

19.5 CAD

Abstand / Durchschnittliches Kursziel

+19.93%

Analystenschätzungen

Entwicklung der Schätzungen

Unternehmenstermine

Finanzwirtschaft

Investment Services

Investitionsmanagement & Fondsbetreiber

Investitionsmanagement & Fondsbetreiber - Andere

	% 1. Jan.	Kap.
CI FINANCIAL CORP.	+11.51%	1.74 Mrd.
BLACKROCK, INC.	-7.62%	111 Mrd.
UBS GROUP AG	-1.53%	90.88 Mrd.
APOLLO GLOBAL MANAGEMENT, INC.	+15.14%	60.96 Mrd.
BROOKFIELD CORPORATION	+0.88%	58.51 Mrd.
AMERIPRISE FINANCIAL, INC.	+9.79%	41.34 Mrd.
BANK OF NEW YORK MELLON CORPORATION (THE)	+8.15%	41.32 Mrd.
3I GROUP PLC	+17.10%	34.21 Mrd.
T. ROWE PRICE GROUP INC.	+0.97%	24.31 Mrd.
STATE STREET CORPORATION	-5.28%	22.02 Mrd.

Investitionsmanagement & Fondsbetreiber - Andere