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Website. www.cifinancial.com. CI Financial is a Canadian investment management company based in Toronto, Ontario. [2] It offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.
CI Capital Partners (formerly Caxton-Iseman Capital) is a private equity firm founded in 1993 by Frederick Iseman and based in New York City that specializes in middle market leveraged buyouts. It is estimated that CI Capital Partners manages approximately $2 billion in assets .
Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts.. Established in 1946, the company is one of the largest asset managers in the world, with $5.4 trillion in assets under management, and $14.1 trillion in assets under administration, as of June 2024, [4] Fidelity Investments ...
CI Direct Trading (formerly Virtual Brokers) CI Direct Trading, a division of CI Investment Services Inc., is an online brokerage firm that provides an electronic trading platform to trade financial assets. [1] The company is headquartered in Toronto, Canada and provides trade execution services for various financial instruments such as stocks ...
Eagle Investment Systems is an American global provider of financial services technology and a subsidiary of BNY Mellon. [1] [2] Founded in 1989 and based in Wellesley, Massachusetts, Eagle has 15 offices internationally, including offices in Beijing, [3] Chennai, Dubai, London, Montreal, New York City, Pune, San Francisco, Singapore, Sydney and Toronto.
This predecessor company would grow and develop into CI Financial, which in 2014 managed $100 billion of investments. [2] Chang started at CI Financial as vice-president and chief operating officer, and was promoted to COO and president in 1996, becoming president and CEO in 1998, and then chairman and CEO from 1999 to 2010.
Number of employees. 2,932 (2023) [2] Website. citadel.com. Citadel LLC (formerly known as Citadel Investment Group, LLC) is an American multinational hedge fund and financial services company. Founded in 1990 by Ken Griffin, it has more than $63 billion in assets under management as of June 2024.
Chartered Institute for Securities & Investment. The Chartered Institute for Securities & Investment (NCIS) is a global professional body for those in the financial and investment profession. It offers a range of qualifications and resources for professional development, as well as setting standards of conduct and ethics for those in the industry.