How does the advisor help clients – Key Takeaways:
Fiera Capital Inc. is a leading global asset management firm that offers a wide range of financial services to its clients. With a team of experienced professionals and a diverse portfolio of investment offerings, Fiera Capital is able to provide personalized and expert financial advice to its clients.
Facts and Insights
Founded in 2003, Fiera Capital has grown to become one of the largest independent asset management firms in the world with over C$144.9 billion in assets under management as of September 30, 2019. The company has a strong global presence with offices in North America, Europe, and Asia.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | C$144.9 billion |
|---|---|
| Number of Advisors: | Over 550 |
| Time in Business: | 16 years |
Financial Services Offered
Fiera Capital offers a comprehensive range of financial services including asset management, private wealth management, and customized investment solutions for institutions and high net worth individuals. The company’s investment offerings include equities, fixed income, and alternative investments, as well as multi-asset and multi-manager strategies.
Client Types
Fiera Capital caters to a diverse clientele, including institutional investors, high net worth individuals, and retail investors. The company’s services are tailored to meet the specific needs and goals of each client, regardless of their size or investment objectives.
Fees & Compensation
Fiera Capital operates on a fee-based compensation model, where the company receives a percentage of the assets under management as fees. This aligns the company’s interests with those of its clients, as Fiera Capital only earns more when its clients’ investments perform well.
Background
Fiera Capital was founded in 2003 as a result of a management-led buyout from Société Générale, a French multinational investment bank and financial services company. The company’s management team includes highly experienced professionals with an average of over 20 years of experience in the financial industry.
Financial Advisor Disclosures to Know
As a leading asset management firm, Fiera Capital is committed to transparency and ethical practices. The company holds itself to the highest regulatory and legal standards and fully discloses any conflicts of interest that may arise. Fiera Capital also abides by a strict code of ethics and conducts regular compliance training for its employees.