Mr. Vatvani joins the PCCS team, which provides portfolio consultation services to advisors, such as data analytics, stress testing and scenario analysis. These services can help advisors design portfolios that aim to achieve better outcomes for their clients and helps them stay invested in all market conditions.
A respected financial services industry professional of nearly 15 years, Mr. Vatvani’s experience is multifaceted and global in scope. He comes to Picton Mahoney after spending close to 14 years within the BlackRock organization (in Australia and Canada), where he held a variety of roles. He was most recently involved with the building and scaling of the portfolio consulting services function within BlackRock’s Canadian iShares business.
“We’re thrilled to have Pawan join our firm as he brings an exceptional set of skills and deep experience in portfolio consulting in the financial advisor community. We believe the role that advisors play has never been more critical as investors face increasing complexity in navigating the incredible breadth of investment options amidst growing uncertainty in volatile markets - the value of the advice they provide has never been more important, said Michael Lynds, Managing Director and Head, Retail Business at Picton Mahoney. “It is our position that the responsibility of Canadian asset management firms is to help advisors meet this challenge head on, and our continued investment in talented individuals like Pawan signals our commitment to bring meaningful and distinct portfolio consulting services to financial advisors.”
“The opportunity to join an asset management firm that has a steadfast mission of helping investors reach their financial goals with greater certainty is one of the easiest decisions I’ve made in my career,” said Pawan Vatvani, Director, Portfolio Construction at Picton Mahoney. “I look forward to working in partnership with financial advisors to deliver a better financial future for Canadian investors by leveraging our key strengths in fortified portfolio construction.”
Entrusted with over $10 billion (as of October 31, 2021) in assets under management and with experience through all market cycles, Picton Mahoney remains an innovator in investment management. The firm is proud to remain Canadian, 100 per cent employee-owned and continues to focus on its mission of helping investors achieve their financial goals with more certainty.
To learn more about Picton Mahoney’s full family of funds, please visit pictonmahoney.com.
About Picton Mahoney Asset Management
Picton Mahoney Asset Management specializes in differentiated investment solutions and rules-based volatility management. Picton Mahoney helps its clients fortify their portfolios based on experience honed over the years through different market cycles and investing environments.
Founded in 2004 and 100% employee-owned, Picton Mahoney is a portfolio management boutique entrusted with over $10 billion (as at October 31, 2021) in assets under management. Pioneers of Authentic Hedge® investment principles and practices in Canada, the firm offers a full suite of investment solutions, including mutual and alternative funds, to institutional and retail investors across the country.
Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Alternative funds can only be purchased through a registered dealer and are available only in those jurisdictions where they may be lawfully offered for sale.