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Watt Carmichael first Canadian wealth manager to deploy Windham asset allocation and risk management platform
TORONTO, Dec. 17, 2012, 2012 (Canada NewsWire via COMTEX) --
Watt Carmichael Private Counsel Inc.
(WCPC) is pleased to announce that it will deploy the Windham Portfolio
Advisor (WPA), a sophisticated asset allocation modeling and risk
management software provided by Boston-based Windham Global Solutions,
a division of Windham Capital Management, LLC. The WPA is used by
asset managers worldwide, including a number of leading Canadian
pension plans, for the construction of efficient portfolios. WCPC is
the first Canadian wealth manager to deploy the platform.
The Chief Investment Officer of WCPC, Sean O'Hara, believes that this
new relationship demonstrates the commitment the firm has to providing
cutting edge asset allocation and risk management advice to its
clients. "In today's highly volatile capital markets environment,
portfolio managers are having to focus more of their attention and
resources on risk management considerations. The effective
communication of investment risk to clients has become critical,"
commented O'Hara.
"The relationship with Windham is tremendously exciting for us and a key
strategic investment for our company," says WCPC's Chief Executive
Officer, Martin Sims. WCPC offers global multi-asset class portfolios
for high net worth individuals, family offices and smaller
institutional clients. It provides a fully open-architecture investment
platform and a fiduciary standard of care to its clients.
"We are equally excited to be developing new relationships in the
Canadian marketplace, and we are committed to providing WCPC with the
tools and resources that will help differentiate its investment
offering in the highly competitive world of wealth management," said
Tim Adler, Managing Partner and Director of Research and Technology for
Windham.
SOURCE: Watt Carmichael Inc.
To view this news release in HTML formatting, please use the following URL: http://www.newswire.ca/en/releases/archive/December2012/17/c9589.html
SOURCE: Watt Carmichael Inc.
Sean O'Hara Tel. (416) 307 1522 sohara@wcprivatecounsel.com
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