Wealth Professional: How One Independent Firm Is Expanding the Retail Portfolio Universe


Media Source: Wealth Professional     |   May 26, 2022

For decades, countless sums of client wealth has been potentially left on the table because they’re stuck in a false dilemma between traditional stocks and bonds. However, the world of alternative investments and private markets have been walled off, open only to the likes of ultra-high-net worth investors, endowment funds, and pension plans.

Danny Popescu, CEO of Harbourfront, shares his thinking behind Canada’s first multi-asset class, multi-manager private credit and real estate pool. Read How one independent firm is expanding the retail portfolio universe in Wealth Professional, published on May 26, 2022.