Counsel Wealth Management – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 02 Jul 2019 08:36:17 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Counsel Wealth Management – Investment Executive https://www.investmentexecutive.com 32 32 Forum Partners appointed sub-advisor for Counsel Global Real Estate https://www.investmentexecutive.com/news/products/forum-partners-appointed-sub-advisor-for-counsel-global-real-estate/ Thu, 02 Jul 2009 13:35:00 +0000 https://www.investmentexecutive.com/uncategorized/forum-partners-appointed-sub-advisor-for-counsel-global-real-estate/ Counsel Group of Funds Inc. has appointed Forum Partners Europe (UK) LLP as the sub-advisor for Counsel Global Real Estate, Counsel said Thursday.Forum Partners will replace Citi Property Investors, a division of Citigroup Alternative Investments LLC, effective July 1.Counsel Global Real Estate is an underlying fund to Counsel Conservative Portfolio, Counsel Regular Pay Portfolio, Counsel […]

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Counsel introduces Portfolio Component Funds https://www.investmentexecutive.com/news/products/counsel-introduces-portfolio-component-funds/ Wed, 14 Jan 2009 19:35:00 +0000 https://www.investmentexecutive.com/uncategorized/counsel-introduces-portfolio-component-funds/ Hires three new managers

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New sub-advisor for Counsel Select Small Cap https://www.investmentexecutive.com/news/products/new-sub-advisor-for-counsel-select-small-cap/ Sun, 06 Jul 2008 19:33:00 +0000 https://www.investmentexecutive.com/uncategorized/new-sub-advisor-for-counsel-select-small-cap/ GLG to replace Epoch Investment Partners in August

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Counsel Wealth taps Ibbotson Associates to provide portfolio risk evaluations https://www.investmentexecutive.com/news/products/counsel-wealth-taps-ibbotson-associates-to-provide-portfolio-risk-evaluations/ Tue, 25 Mar 2008 14:10:00 +0000 https://www.investmentexecutive.com/uncategorized/counsel-wealth-taps-ibbotson-associates-to-provide-portfolio-risk-evaluations/ Relationship intended to enhance level of transparency in the design and construction of portfolios

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Counsel enhances global diversification of portfolios https://www.investmentexecutive.com/news/products/counsel-enhances-global-diversification-of-portfolios/ Wed, 23 Jan 2008 14:45:00 +0000 https://www.investmentexecutive.com/uncategorized/counsel-enhances-global-diversification-of-portfolios/ Citi Property Investors to manage global real estate component of Counsel Regular Pay Portfolio

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Counsel Wealth appoints new private client portfolio manager https://www.investmentexecutive.com/news/people/counsel-wealth-appoints-new-private-client-portfolio-manager/ Tue, 25 Sep 2007 14:35:00 +0000 https://www.investmentexecutive.com/uncategorized/counsel-wealth-appoints-new-private-client-portfolio-manager/ Pochodyniak understands the high net worth market, Febbraro says

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Counsel Wealth confirms no holdings related to subprime issues https://www.investmentexecutive.com/news/products/counsel-wealth-confirms-no-holdings-related-to-subprime-issues/ Tue, 28 Aug 2007 17:50:00 +0000 https://www.investmentexecutive.com/uncategorized/counsel-wealth-confirms-no-holdings-related-to-subprime-issues/ Money market fund has no exposure to non-bank ABCP

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Counsel Wealth launches two new managed portfolios https://www.investmentexecutive.com/news/products/counsel-wealth-launches-two-new-managed-portfolios/ Fri, 02 Feb 2007 13:45:00 +0000 https://www.investmentexecutive.com/uncategorized/counsel-wealth-launches-two-new-managed-portfolios/ Portfolios focus on income and global investing using a tactical approach

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Bleasby named lead portfolio manager for Counsel Funds https://www.investmentexecutive.com/news/products/bleasby-named-lead-portfolio-manager-for-counsel-funds/ Fri, 20 Oct 2006 13:20:00 +0000 https://www.investmentexecutive.com/uncategorized/bleasby-named-lead-portfolio-manager-for-counsel-funds/ Strategic asset allocation specialist to oversee nine funds

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