Sun Life Global Investments has launched a new business called Private Client to focus on wealthier investors with reduced-fee funds.
Designed for those with a minimum of $100,000 in investable assets, the new business will enable investors to diversify their portfolios with reduced management fees.
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The new unit will be headed by Cindy Crean, managing director, Sun Life Global Investments Private Client.
In addition, Private Client offers a range of investment solutions with an in-house management team and will enable financial advisors to build their clients’ portfolios through a range of multi-manager funds.
Sun Life Global Investments Private Client line-up includes 53 Private Client series funds (Series E and O) that will be will be available through Sun Life Financial advisors, Mutual Fund Dealers Association (MFDA) and Investment Industry Regulatory Organization of Canada (IIROC) dealers.
Sun Life Global Investments will provide access to a comprehensive fund line-up that combines both in-house managed solutions and sub-advisor teams.
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By GlobalDataRick Headrick, president, Sun Life Global Investments, said: "The introduction of Private Client is an exciting step in the expansion of our asset management capabilities. The introduction of Private Client reinforces our commitment to superior service as well as our promise to provide access to industry leading portfolio managers."
Crean said: "Retail investors are looking for competitive solutions to help them grow their portfolios while managing risk. 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."
