Tuesday, July 16, 2024
HomeWealth ManagementCounsel launches two new swimming pools and provides main cash managers to...

Counsel launches two new swimming pools and provides main cash managers to roster


The brand new swimming pools – IPC Personal Wealth Visio World Benefit Balanced Pool and IPC Personal Wealth Visio World Alternatives Balanced Pool – might be managed by Mawer Funding Administration and EdgePoint Wealth Administration, respectively.

“With Mawer and EdgePoint, advisors may have entry to 2 of the nation’s main fairness cash managers, every with compelling funding philosophies and confirmed long-term monitor data of success,” defined Blair Setford, VP Product Administration, Counsel Portfolio Providers.

New US development fairness

The agency can be launching Counsel U.S. Development Fairness, a brand new part fund that might be accessible on a standalone foundation and be an underlying fund for Counsel’s turnkey portfolios.

Will probably be sub-advised by Brown Advisory, primarily based in Baltimore, which together with EdgePoint is a brand new addition to Counsel’s cash supervisor roster.

“The addition of Brown and EdgePoint, alongside Mawer – a long-standing sub-advisor for Counsel – provides our advisors entry to a deep roster of unbiased funding specialists,” added Setford. “Counsel as we speak has 17 third-party cash managers, every of whom is rigorously chosen primarily based on in-depth analysis, and constantly monitored by our Portfolio Administration crew to make sure that every cash supervisor is good for the technique they handle.”

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