Office address: 6 Adelaide Street East, Suite 900 Toronto ON M5C 1H6
Year established: 2002 (as Brandes Investment Partners & Co.)
Company type: mutual funds, equity and fixed income, separately managed accounts, high net worth
Parent company: Brandes Investment Partners LP
CEO and key people: Carol Lynde, and CEO President Financing Status: N.A.
Bridgehouse Asset Managers is a leading name in the Canadian financial industry, offering a diverse range of investment solutions to institutional clients and investors alike. Bridgehouse is an independent platform with a 20-year history in financial services. There are 5 investment managers under its fold: Brandes, GQG Partners, Lazard, Sionna, and T. Rowe Price.
To mark its 20th anniversary, Bridgehouse is donating to 20 charities across Canada focused on providing food, shelter, and medical care.
Bridgehouse Asset Managers was established in 2002 as Brandes Investment Partners & Co. Its mission was to provide sophisticated investment solutions to institutional investors. In 2013, the firm is rebranded as Bridgehouse Asset Managers.
Throughout its history, the company has forged strong partnerships with some of the most respected financial institutions. As the financial landscape evolved, Bridgehouse adapted to the changing needs of its clients, positioning itself as a reliable and forward-thinking asset manager.
Here are some services that clients can expect from Bridgehouse:
Bridgehouse offers other value-added tools to deepen the advisor-client relationship. Some of these tools and programs are:
At Bridgehouse, the emphasis on collaboration, integrity, and client care forms the bedrock of the company's culture. The team at Bridgehouse is composed of seasoned professionals who are not only experts in their respective domains but also passionate about delivering the best outcomes for their clients.
Carol Lynde is a seasoned financial executive with a track record of success in the asset management industry. With extensive experience in portfolio management and strategic leadership, Carol assumed the role of President and CEO of Bridgehouse Asset Managers in 2015. Under her guidance, the company has experienced remarkable growth and expanded its product offerings, solidifying its position as a prominent player in the financial market.
Carol is an advocate of the importance of mental health in financial decision-making. Carol drives this important message across through talks in Canada and abroad. This advocacy is at the heart of Bridgehouse’s Mental Health and the Financial Advice Relationship program.
Bridgehouse Asset Managers remains focused on harnessing technological advancements and data-driven insights to enhance its investment strategies further. The company aims to continue delivering exceptional investment solutions that align with the needs of its clientele.
GB Wealth pooled funds and Nuveen green bond fund are new to the platform
Findings highlight need for advisors to reach out to clients affected by mental health issues
President and CEO of Bridgehouse Asset Managers highlights advisors’ frontline role in preventing self-sabotaging decisions
CEO tells WP that identifying a client's trusted contact person to comply with new CSA rules doesn't mean just checking a compliance box
Investment industry veteran to head institute's board of directors for two-year term
CEO and chair of the board at IFIC says time to act is now and that Trusted Contact Person tool should be mandatory
Canadian survey highlights concerns of financial advisors about issues that could lead to financial abuse
Collaboration brings quality-oriented equity investment strategy to Canadian investors
The firm is also implementing fee reductions for its global balanced income strategy
The two firms have separately announced plans to lower fees, amend strategies, and implement mergers for certain funds