In light of our decision that all Investment Counselling clients will need to meet to our $1 million investment minimum, we have created the following FAQ to provide more information regarding the options available to you and to address other potential questions you might have.
Why is Mawer making this change?
We did not come to this decision lightly; we care deeply about our clients and take our role as your fiduciary and trusted partner very seriously. As part of our commitment to deliver the highest value to our clients, we recognize we must continue to evolve. To that end, we are introducing more extensive wealth management services to our Investment Counselling clients.
These changes necessitate a consistent investment threshold.