History
Since our founding, we have always envisioned operating a thoughtful, innovative and client-focused asset management practice. Through both bull and bear markets these principles have endured and they continue to underpin our aspirations for the future.
We opened shop in 2002, in Victoria, BC, and we expect to always be based here. At various times throughout our history we have had partners, affiliates, and ownerships groups, based in other Provinces, but BC is where most of our clients live, its where we have lived most our lives, and frankly, it’s one of the nicest places in the world to live.
Some might think that this would limit our options for talent and opportunity, but we have been fortunate to work closely over the years with some of the savviest investment managers, operators and marketers in the business. A strong network overcomes any physical distance and both our ongoing business operations, as well as our service to various professional associations, keeps us involved in both the local and global investment communities.
Being independent also allows us to run our business according to our own terms. We cherish being unattached to a bank or other large securities firm, and the flexibility and freedom that this allows is essential for building broad institutional investment relationships and deciding who the right service provider is to work with in each area of operations.
We truly believe that we are among the most highly specialized boutique asset managers in Western Canada. We serve a variety of high-net-worth private wealth, corporate and institutional clients, and manage portfolios within the context of both SMA and Pooled Fund mandates. Over the years we’ve bought and sold private businesses within our funds, acquired and divested other asset managers in our core business, and operated as a subsidiary of a TSX listed company.
We’ve recently taken the time to restructure our business and refocus our objectives for growth. We have said goodbye to partners and staff who’ve left to pursue other opportunities over the past few years, but we have remained true to our clients and our values, and broadly outperformed since new leadership took over the reins. Under the AMG banner, we’ve opened our business to new private wealth clients for the first time in almost two years. We’ve brought on new partners, expanded our geographic reach and launched new products with the BTH Fund.
In this era of uncertainty, we’re charging forward, and we’re filled with excitement for what the future holds.