HNW shops

We are still developing our coverage of wealth management firms targeting (or more likely, victimizing) High Net Worth Investors. Send us tips.

How total outsider Liddle Mo Lidsky built and sold Prime Quadrant in under 10 years
Members Public

Objectively, what Mo Lidsky has accomplished at Prime Quadrant is remarkable. Prime Quadrant's big transformation started in 2011.  Until then, the firm had been led by Ian Rosmarin and his junior partner Evan Cooperman.  Evan left in January 2011.  Fortunately, at the same time, a saviour by the name of

HNW shops

My opening salvo against Prime Quadrant
Members Public

Many people said I could never become presidential and yet I have not written anything incendiary in many months.  I have pulled a complete 180, just like Trump after he won the election (the first time).  Of course, I am only human, so occasionally, I will have presidential relapses.  I

HNW shops

Steve Scotchmer - Mark Leonard's muse and the best private investor you have never heard of
Members Public

One way of finding potential good managers is to look at the biggest winners in the stock market and finding out who invested early in those names. Steve Scotchmer was there at the very beginning of Constellation Software and made a killing. Surely you know of Constellation? They are a

Moguls

Gluskin Sheff downgraded to low-status
Members Public

An update on Gluskin Sheff under new owners Onex.

HNW shops

Burgundy Asset Management's origin myth
Members Public

If status isn't the most important thing, then why is Richard Rooney - a man with $13 million just in his foundation and the body of a Greek god - insisting on re-casting himself of late as a co-founder of Burgundy Asset Management? Hmm??? Is he really a co-founder? We’

HNW shops

Burgundy Asset Management downgraded to low-status
Members Public

What's the most important thing in life? Give yourself full marks if you said "status". This is why I was so alarmed when I recently came across statistics about average account sizes at Burgundy Asset Management, a firm I previously associated with blue-blood, properly wealthy Canadians. Like the billionaire Jackman

HNW shops

Burgundy Assets Under Pressure
Members Public

Blue-blood money manager Burgundy Asset Management is in flux.

HNW shops