An Index isn’t a Fiduciary: Concerns about the push for passive (Wellington Management, 2020)
Wellington's Adam Berger shares his reasoning as to why he thinks active management has a meaningful role to play in investors portfolios.
Private Wealth and Family Offices
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Wealth Management and Advice in the Time of Coronavirus (Deloitte, Jun 2020)
The Canadian wealth management landscape has been undergoing significant change in recent years. A mix of rising client expectations, regulatory change, shifting economics, and technological…
A Guide to Establishing a Family Office (Citi Private Bank, 2020)
How might a family head decide if a family office is the right option, and if it is, what would be an appropriate size, structure, and cost? In this paper, the authors explore the key factors, share…
