CIBC Mellon Global Securities Services Company is to act as McLean & Partners Wealth Management Ltd. asset servicing provider for three new private global pooled funds, which were recently launched in Canada.
“The creation of our private investment pools is an integral step in serving the needs of the high net worth, private client market. The launch of our pooled funds allows our research team a much broader opportunity set of international stocks and a multi-currency capability, coupled with a simplified investment experience for the client. With our new products, it was important for us to work with a partner who shares our emphasis on client service and has global scale, size and reach,” says Brent McLean, president and chief executive officer, McLean & Partners.
“We are pleased to be McLean & Partners’ service provider of choice, providing global custody, fund accounting, unitholder recordkeeping, securities lending and foreign exchange capabilities for their global pooled funds. We look forward to helping McLean & Partners and their clients achieve their goals with our award-winning technology, Workbench, and our peoples expertise and commitment to client service excellence,” adds Thomas C. MacMillan, president and chief executive officer, CIBC Mellon.