Scale and reach

"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," says Brent McLean, president and CEO of McLean & Partners. "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."

"We are pleased to be McLean & Partners service provider of choice, providing global custody, fund accounting, unit-holder recordkeeping, securities lending and foreign exchange capabilities for their global pooled funds," says Thomas MacMillan, president and CEO of CIBC Mellon. "We look forward to helping McLean & Partners and their clients achieve their goals with our award-winning technology, Workbench, and our people's expertise and commitment to client service excellence."

Calgary, Alberta-based McLean & Partners has more than $1.3 billion in assets under management.

CIBC Mellon is a joint venture of the Canadian Imperial Bank of Commerce and Bank of New York Mellon. -FWR

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