Montreal firm hires industry veteran for its family office team
Richter has hired Anik Lanthier, CFA, as a partner and chief investment officer of Richter Family Office, a newly created position at the Montreal based firm.
Lanthier has several decades of investment industry experience and takes up her new role after less than two years at Fiera Capital where she was president and CIO, Capital Markets, overseeing more than $180 billion in assets under management.
Previously she held several senior roles at PSP Investments over more than 14 years, where she built and optimized a broad portfolio of nearly $100 billion in public and private equities, fixed income, and absolute return strategies.
Earlier in her career, Lanthier was a portfolio manager at Hydro Quebec, and started her financial services career as an analyst at the Bank of Canada.
In her new role, she will lead strategic initiatives, and shape and enhance portfolio construction.
"I am delighted to be joining the talented and dynamic leadership team at Richter and contribute my expertise in finance and investment to assist entrepreneurial families and business owners in achieving their business, family, and financial goals,” she said. “As we collaborate and innovate together, I look forward to leveraging my skills and knowledge to drive success for our current and future clients.”
Richter has seen strong growth of its specialist position in providing advisory services at the intersection of family and business. The firm is approaching its centenary and has a team of 600 across offices in Montreal, Toronto, and Chicago.
“As the families we advise continue to grow in size and sophistication, the addition of Anik demonstrates our commitment to building an even more robust institutional framework," said Tasso Lagios, managing partner at Richter, who recently shared his insights into managing intergenerational wealth transfers with Wealth Professional.
Lanthier is one of four new partners at Richter, including Joe Trilio, CPA, who joins following 14 years at EY in Toronto as a manager, senior manager, and most recently as associate partner. He is a specialist in complex accounting issues as well as family office structures and associated tax matters.
There are also two new partners and vice presidents, Nancy Tavoukdjian, CPA, PI. Fin., and Nicolas Ravary-Cossette, CPA, D.E.S.S., FISC.
Tavoukdjian has been with the firm for almost a decade and with the Family Office Service team since 2016. Her specialities include tax and accounting in highly complex investments. She leads the implementation, support, and management of family office services for ultra-high-net-worth families.
Ravary-Cossette has also been with the firm for a decade and focuses on tax laws including corporate tax planning for U.S. expansions and provides tailored tax solutions for families immigrating to the U.S.
"This is great news for Richter, 2024 is off to a great start and it's only the beginning,” Lagios commented. “I am filled with enthusiasm for the extraordinary year that awaits our firm and confident that our collective efforts will lead to unparalleled achievements and confirm Richter's unique position in the market and the incomparable value it brings to the entrepreneurs and their family.”