Bringing you live news and features since 2006 

Robert Sewell, Lorne Park Capital Partners

Lorne Park Capital Partners to acquire Crestridge Asset Management


Lorne Park Capital Partners has signed a letter of intent (LOI) to purchase all of the outstanding securities of Crestridge Asset Management (Crestridge), an independent portfolio manager based in Toronto.

Crestridge provides discretionary investment management and wealth management services for individuals, trusts and foundations with clients across Canada. As of 31 May, 2017, Crestridge had approximately CAD120 million in assets under management.
“We are confident that we have found a new partner in Crestridge that shares similar perspectives on investment management and a commitment to delivering tailored investment solutions to affluent families,” says Robert Sewell, (pictured), Chief Executive Officer of LPCP and Bellwether.
“This proposed acquisition enhances our scale within the investment management industry by providing us with a broader suite of investment solutions and additional resources that will benefit our clients,” says Jeffrey Black, President and Chief Investment Officer of Crestridge.
“With the proposed addition of Crestridge, the combined firm will add to our presence within the GTA with an office in downtown Toronto. The addition of the Crestridge team will allow us to better serve all of our clients and work more effectively with our advisor partners,” says Steve Meehan, Chairman of LPCP and Bellwether.

Latest News

Solactive writes that in the face of market volatility, investors often turn to portfolio diversification as a key strategy. “One..
The Luxembourg House of Financial Technology (LHoFT), together with PwC Luxembourg and with the active support of the Association of..
Sustainability tech platform Clarity AI has announced that its sustainability capabilities are now supporting European white label platform, HANetf...
Chimera Capital LLC, an Abu-Dhabi-based investment management firm, has announced the launch of the Chimera S&P China HK Shariah Exchange..

Related Articles

Henry Timmons, RBA
Henry Timmons, director of ETFs and Michael Contopoulos, director of fixed income at Richard Bernstein Advisors are on a mission...
Kelsey Mowrey, Motley Fool Asset Management
Speaking with ETF Express in March, Brian Barish, a fund manager with Cambiar commented on the Vanguard solution which allows...
Phillippe Malaise, Trackinsight
Trackinsight has published its fourth global ETF survey, revealing that investors have an appetite for actively managed ETFs....
Joy Yang, MVIS
The passive versus active debate is a ‘thought experiment’ according to Joy Yang, Head of Index Product Management at MarketVector...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by