Advisor delighted to be 'setting the pace' among high achievers

WP Awards finalist on the importance of bringing the industry together and why virtual event is a great opportunity

Mandeville enhances advisor practices with U.S. subsidiary

Newly formed investment adviser firm unlocks new possibilities for portfolio managers and U.S. clients

Tackling racism starts at the top, says advisor

In part one of our new three-part series, advisor tells WP of the hypocrisy and lack of representation within the wealth industry

Mandeville unveils competitive investment-loan program

Partnership with new entrant to specialized lending market lets advisors offer customized strategies for clients

Leadership tips from Michael Lee Chin

The Portland Holdings and Mandeville Group chairman and CEO shares some advice on how to become a successful leader

Investing in the power of human spirit

Mandeville portfolio manager explains firm's portfolio approach during crisis and why he's always optimistic of a better tomorrow

Greater than the sum of their parts

A rationale of specialization and expanded client service has driven two Mandeville advisors to merge their practices

Why 'Great Lockdown' recession is proving value of advice

Portfolio manager feels for those who made a price decision to go it alone amid COVID-19 crisis

COVID-19 spoiler alert: this too shall pass

Portfolio manager believes true investment conviction is found during moments of hardship, not when things look rosy

The gatekeeper

Given the influx of private and alternative investments today, advisor Mitchell McLean says the job of determining which investment is right for each investor is more critical than ever