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Martin Sims

Bull Wealth President and CEO Martin Sims.

Bull Wealth Management has been named the Best Alternative Investment Analysis Firm in Canada by the BarclayHedge 2015 Hedge Fund Awards.

James A. Bull founded Bull Wealth in 2000. Its clients are wealthy families, non-profits and institutional investors. Bull 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.

Read: How helping charities boosts assets

The firm currently has more than $1.9B in assets under advisement.

Advisor’s Jessica Bruno spoke to Bullwealth’s President and CEO Martin Sims about the transformation the firm has undergone since being bought back. The full article appears in the February 2015 issue of Advisor’s Edge.

“In 2013, Sims and his three partners analyzed how best to grow their firm, which provides independent due diligence research on investments and managers to clients. …The firm was looking for another growth market in addition to private client business.”

Read more here.

Also read:

Give away wealth now, or later?

Benefits of charitable giving

Originally published on Advisor.ca

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