McLean management retains 45% of the firm
Canadian Western Bank signs agreement to purchase 55% of investment management firm
Calgary-based investment-counselling firm McLean & Partners Wealth Management Ltd. has adjusted its business model since the 2008 financial crisis to assuage its high net-worth clientele. Risk management now factors highly in the firm’s focus on global investing. To oversee that focus, the firm recently appointed a new chief investment officer, Jamie Robertson. (See “People Briefs” […]
Jamie Robertson has a successful track record of leading research teams
CIBC Mellon Global Securities Services Company today announced its appointment by McLean & Partners Wealth Management Ltd. to act as the company’s asset servicing provider for three new private global pooled funds.“The creation of our private investment pools is an integral step in serving the needs of the high net worth, private client market. The […]
Private pools complement firm’s seg fund business