Corient Services LLC runs global wealth and asset management businesses spanning portfolio management, wealth planning, investment advisory and digital investing platforms.
Corient Services LLC is a wealth and asset management business tracing its heritage to 1965. Its operations span portfolio management, wealth planning, investment strategies and the technologies that support them, across Canada, the United States and Asia-Pacific. Assets under management exceeded $550 billion as of August 2025, and the firm serves approximately 1.3 million Canadians. It is wholly owned by Mubadala Capital, the alternative asset management subsidiary of Mubadala Investment Company, whose headquarters are in Abu Dhabi.
The business is organised into several segments. CI Global Asset Management offers global investment strategies and portfolio management. CI Assante Wealth Management provides financial advice and wealth planning. CI Private Wealth serves high-net-worth clients with wealth planning and investment advice. CI Direct Investing is a self-directed online investing platform, and CI Investment Services Inc. supports the wider wealth and asset management offering.
Technical work touches wealth planning, portfolio management, asset management technology and digital investing platforms. The stated direction of travel is modernising asset management, expanding the wealth management platform and globalising operations. The company was recognised as a Top Employer for 2026 and reports commitments to employee development and forward-thinking workplace policies.
