BullWealth Chosen as Best Alternative Investment Analysis Firm

TORONTO, Feb. 17, 2015 /CNW/ - Bull Wealth Management Group Inc. ("BULLWEALTH") announced today that it has been named "Best Alternative Investment Analysis Firm – Canada" by the BarclayHedge 2015 Hedge Fund Awards.  Siobhan Hanley, a spokesperson for the awards, described how the winners are determined, "It's not easy to determine the winners in these immensely popular global awards. We receive literally thousands of nominations from industry experts, clients and peers and spend months gathering votes, painstakingly researching all nominees and collating all relevant information so that we can fairly and accurately determine our worthy winners."

BULLWEALTH's President and CEO Martin Sims, commented that "This award validates our leadership position in hedge fund and alternative investment due diligence and complements our industry leading due diligence of long only investment managers. Winning this award is due to the efforts of Dr. Peter Klein and his team. Having someone with Peter's academic credentials and industry experience adds rigour and strength to our value proposition as Canada's preeminent, independent advisory and consulting firm."  BULLWEALTH purchased Klein's KCS Fund Strategies business last July and Klein joined the firm as a Managing Partner and Chief Investment Officer. Klein is also a tenured professor of finance at The Beedie School of Business at Simon Fraser University and one of Canada's leading alternative investment authorities.

The BULLWEALTH group of companies was founded in March 2000 by James A. Bull to offer investment advisory and consulting solutions to high net worth families, non-profits and institutional investors. Jim founded BULLWEALTH after founding and managing Ernst & Young LLP's Investment Advisory Services. Jim sold the business in 2007 to EFG Bank AG of Switzerland and then led a buy back of the company in 2013 by Canadian Management.

BULLWEALTH currently has in excess of $1.9B in assets under advisement.  Bull, the firm's founder, who remains as Vice Chair and Managing Partner, commented that, "This award reaffirms the addition of Peter's expertise to our due diligence capabilities and significantly strengthens our traditional competency in the research of independent, third party investment management solutions. This solidifies BULLWEALTH's position as Canada's leading independent investment advisory and consulting firm."

 

SOURCE Bull Wealth

For further information: Martin Sims, President & CEO, 416-223-2053, msims@bullwealth.com; Websites: www.bullwealth.com, www.kcsfunds.com

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