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 launch of our pooled funds allows our research team a much broader opportunity set of international stocks and a multi-currency capability, coupled with a simplified investment experience for the client,” says Brent McLean, president and CEO, McLean & Partners. “With our new products, it was important for us to work with a partner who shares our emphasis on client service and has global scale, size and reach.”
“We are pleased to be McLean & Partners service provider of choice, providing global custody, fund accounting, unitholder recordkeeping, securities lending and foreign exchange capabilities for their global pooled funds,” says Thomas.MacMillan, president and CEO, CIBC Mellon.
McLean & Partners is an independent wealth management firm based in Calgary, specializing in global dividend growth stock investing. It has more than $1.2 billion dollars in assets under management.
McLean & Partners awards pooled fund outsourcing mandate to CIBC Mellon
- By: IE Staff
- November 5, 2007 November 5, 2007
- 13:50