HNW shops

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

23 posts

Money Managers

paid

At last, a respectable money manager on Bay Street

A unicorn in the land of monkeys throwing darts.

Sep 14, 2022 4 min read

Hedge funds

Lawrence Bloomberg's reputation (1979-2022)

An update on Larry Bloomberg, BloombergSen and their new Optimist Fund.

Aug 25, 2022 5 min read

NoBull Klev

Introducing the OPM Flaccid Manager Exchange

OPM Flaccid Manager Exchange is the Ebay for sub-scale or retiring asset managers. Surrender your flaccid money management business to Bay Street's only Frontstabber!

Apr 21, 2022 2 min read

Hedge funds

Jeremy Weisstub and Aryeh Capital, a hedge fund with high pedigree and a $75m backer

Hotshot hedge fund still struggles to beat market.

Apr 13, 2022 5 min read

HNW shops

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

Objectively, what Mo Lidsky has accomplished at Prime Quadrant is remarkable. Prime Quadrant's big transformation started in 2011.

Sep 14, 2021 4 min read

HNW shops

My opening salvo against Prime Quadrant

Many people said I could never become presidential and yet I have not written anything incendiary in many months. I

Aug 17, 2021 7 min read

Moguls

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

One way of finding potential good managers is to look at the biggest winners in the stock market and finding

Jun 29, 2021 2 min read

HNW shops

Gluskin Sheff downgraded to low-status

An update on Gluskin Sheff under new owners Onex.

May 13, 2021 4 min read

HNW shops

Burgundy Asset Management's origin myth

If status isn't the most important thing, then why is Richard Rooney - a man with $13 million

Jan 25, 2021 3 min read

HNW shops

paid

Burgundy Asset Management downgraded to low-status

Jan 13, 2021 4 min read

HNW shops

Burgundy Assets Under Pressure

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

Dec 15, 2020 3 min read

HNW shops

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