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Sun Life Global Investments launces Private Client business

first_img Toronto-based Sun Life Global Investments (Canada) Inc. Tuesday announced the launch of Private Client, a new line of business designed for those with higher investible assets searching for a fresh approach to investing. Retail investors can diversify their portfolios with reduced management fees through Sun Life Global Investments’ access to industry leading sub-advisors. BMO to launch six new mutual funds Wealthsimple launches Sharia-compliant ETF Related news Keywords Fund launches,  High net-worth clientsCompanies Sun Life Global Investments (Canada) Inc. IE Staff Share this article and your comments with peers on social media “The introduction of Private Client is an exciting step in the expansion of our asset management capabilities,” said Rick Headrick, president, Sun Life Global Investments. “Since the launch in 2010, our business has grown significantly, despite market fluctuations and economic challenges. The introduction of Private Client reinforces our commitment to superior service as well as our promise to provide access to industry leading portfolio managers.” Led by Cindy Crean, managing director, Sun Life Global Investments Private Client, this new offering provides a range of investment solutions with an in-house management team that understands the market, competitive landscape and demand for investment diversification. Crean has significant experience in the financial services industry, including financial planning in the high net worth segment, and has worked with advisors and clients to help them reach their financial goals through all their life stages. “Retail investors are looking for competitive solutions to help them grow their portfolios while managing risk,” says Crean. “Our Private Client offering provides a product suite designed for affluent Canadians who are looking for more choice and flexibility to invest their assets, combined with a personal touch.” Sun Life Global Investments delivers access to a comprehensive fund lineup that brings together both in-house managed solutions and multiple experienced sub-advisor teams. The sub-advisor platform offers the unique opportunity for individual investors to broaden their investments as well as asset classes. The fund lineup consists of 53 Private Client series funds (Series E and O). Financial advisors can help build their clients’ portfolios through a wide range of multi-manager funds with a minimum of $100,000 in investible assets. The new funds will be available through Sun Life Financial advisors, Mutual Fund Dealers Association (MFDA) and Investment Industry Regulatory Organization of Canada (IIROC) dealers. Fidelity Investments unveils new climate-focused fund suite Facebook LinkedIn Twitterlast_img read more