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Investor Economics

The Fee-based Report Summer 2012 Semi-annual Report

The next decade will see Canada’s wealthiest households lead all segments in growth to account for almost 70% of the Canadian financial wallet by 2020. The importance of the High End segment—defined as households with $500,000 in investable assets or more—has not been lost on asset managers or the dedicated and independent advice channels that tend to the financial needs of the more than 1.2 million households that currently make up the segment.

While the opportunity looms large, the competition for the share of the High End wallet is intense. Among those are independent mutual fund companies that have adopted a range of strategies aimed at retaining and building their share of High End investment assets. The special research feature in the current issue of The Fee-based Report examines the nature of the High End opportunity and the different ways in which the independent mutual fund companies have chosen to address it.


Report Information

  • Tags: discretionary management

  • Date Posted: October 10, 2012