|
|
Strategic Partners
HighView Financial Group has carefully selected a specialized group of companies who provide us with integral support in the servicing of our Canadian wealth management clients and in whom HighView Financial Group holds an ownership interest. We refer to these companies as our Strategic Partners.
|
|
|
| |
Concord Canada Wealth Solutions is a strategic partnership between HighView Financial Group and Concord Wealth Management, of New Jersey, to bring an integrally important and robust solution to the area of investor profiling, the cornerstone of any sound wealth management plan. |
|
| |
Fortune is a London based alternative asset management firm offering a comprehensive range of funds of hedge funds and single manager hedge fund products, as well as customized portfolio management for a range of private wealth management groups, family offices, insurance companies, banks and both public and private pension funds.
Since 1996, Fortune and its subsidiary company, Global Fund Analysis (GFA), have been pre-eminent names in manager selection and fund evaluation in the alternatives arena. Since 1996, Fortune has provided hedge fund recommendations to over 1200 institutional clients. In addition to our proprietary fund of funds, Fortune serves as an advisor to institutions and family offices looking to build segregated multi-manager specific portfolios.
The GFA platform provides access to an investable universe of over 200 hedge funds selected by our investment team as a integral function of the fund management process, applying the same exacting investment disciplines of detailed manager evaluation and due diligence that has been the hallmark of Global Fund Analysis (GFA) since 1996. Housed within a sophisticated and fully integrated web-based ASP, GFA enables our clients to combine in a single operating environment manager selection, portfolio construction, risk oversight and manager monitoring in a way that can be specifically tailored to meet their clients' objectives.
Today, Fortune is a member of the Close Brothers Group, an independent merchant banking group founded in the City of London over 125 years ago. The asset management division of the Close Brothers Group manages £9.1 billion of assets (as at 31 July 2007), approximately half of which are invested in alternatives. . |
|
|
