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ABOUT US

The Company

Arbutus Partners provides third party marketing services to established allocator contacts for emerging asset managers looking to access the IIROC retail brokerage market, family offices, investment counsellors and small institutional accounts in Canada.

We work with experienced allocators looking for undiscovered fund managers to improve the investment portfolio of their investors. We are involved in all aspects of a fund manager’s sales, marketing and product development. Our focus and expertise allows us to grow assets and significantly shorten the lead cycle. Our asset managers clients love running money and generally have few if any full-time sales or marketing staff.

Our consultative in person approach with allocators looks for opportunities to solve issues and build better investor portfolios

Arbutus Tree Reaching Out

The team has extensive experience raising capital for Mutual Funds, ETFs, Flow-through Funds, Hedge Funds (alternative strategies) and Private Funds (Real Estate, Debt, Equity, Income)

An Introduction to Third Party Marketing

Our History

Having witnessed first hand the allocator and investor benefits of helping many smaller funds and smaller fund companies grow, representing the next set of tomorrow’s potential winners was critical in the 2014 formation of Arbutus in Vancouver. With the emergence of the fund managers in the beginning of the new millennium, and in particular after the financial crisis of 2008-2009, it cemented to us that the role of emerging managers, especially in the alternative investments and asset space will be more and more prominent. Our passion therefore is to identify those managers in their early adopter stage and to shine a light on them in the market

Our Vision

To be the leading source of information to the investment community about undiscovered emerging managers and to provide all aspects of a fund manager’s sales, marketing and product development to those managers.

Our Passion

Discovering tomorrow’s winners in the asset management space, to bring them to the market, develop their sales and marketing strategies, so they become an important part of allocators investment portfolios.

Why Work With Us

We bring industry allocators and emerging managers together We bring industry allocators and emerging managers together
Our strength is early identification of emerging managers we want to get behind. Our strength is early identification of emerging managers we want to get behind.
We like to identify opportunities to solve portfolio issues We like to identify opportunities to solve portfolio issues
We consider it a privilege to work between the good people of our asset manager clients and industry allocator contacts We consider it a privilege to work between the good people of our asset manager clients and industry allocator contacts

Our Associations

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Copyright © 2022 Arbutus Partners
All Rights Reserved

Arbutus Partners

Email: [email protected]

Phone: 1.833.367.2587 (833.FOR.ALTS)

Phone: 1.604.229.9749

LOCATIONS

Vancouver
Calgary
Toronto

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