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Partners

Wind Information Corporation (Wind Info)

Wind Info is the leading integrated service provider of financial data and software in Mainland China. It is ranked as one of the top 100 private-owned companies in Shanghai. Headquartered in the Lujiazui Financial Center in Shanghai, it has sales and service subsidiaries in Hong Kong, Beijing, Shenzhen, Chengdu, Shenyang and Wuhan.

In the Chinese domestic market, Wind Info serves over 1,500 financial companies including securities firms, fund management firms, insurance companies, banks and investment companies; among its clients are members of the top 50 securities firms in China and the largest insurance company, the largest securities research institute, the first fund company to be established and the four commercial banks.

 

Barlow Capital Management Inc. (Barlow)

Barlow is a leading boutique asset manager in Canada that provides portfolio management exclusively for private clients based on the asset allocation model pioneered by university endowments at Yale and Harvard.

The TrueBalance™ endowment-style strategy, the only of its kind in Canada presently available to private investors, blends traditional and alternative strategies to provide real returns and tax efficient income.

TrueBalance™ is more than just a strategy.  It is a philosophy that recognizes the evolving nature of risk and return for Canadian investors stuck in the conventional asset allocation and risk management solutions commonly marketed to individual clients.