Calgary-based wealth management firm Grayhawk Investment Strategies Inc. announced the appointment of Aurélie Jaclot as partner and relationship lead for Quebec on Wednesday.
Jaclot, who began in the role last month, is Grayhawk’s first hire in Montreal, where the firm is establishing an office. According to a release announcing the appointment, Jaclot “will play a key role as Grayhawk expands its national reach to serve successful families in Quebec.”
Last week, alternative asset manager Sagard Holdings, a subsidiary of Power Corp., took a majority stake in Grayhawk. “[Sagard’s] investment was in essence to allow Grayhawk to scale our offering across Canada,” which includes establishing a Montreal office, Grayhawk CEO Michael Kaumeyer said in an email.
Jaclot, a 15-year veteran of the asset and wealth management industry, was formerly senior vice-president at Lombard Odier, a Swiss private bank, where she led the French team in the London office. Prior to that, Jaclot worked as a senior private banker at Pictet & Cie, the largest Swiss private bank, in Paris, and as a private banker with Merrill Lynch in London.
“[Jaclot’s] professionalism and outstanding career in the industry will allow us to quickly grow our business in Quebec and strengthen our relationships with families,” Kaumeyer said in a statement.
Earlier this year, former Gluskin Sheff executive Peter Mann joined Grayhawk as the firm’s co-CEO.
Grayhawk serves high- and ultra-high-net-worth families with investment management services, family office services and affinity services from offices in Calgary, Toronto and Montreal.