Pembroke Private Wealth Management

Pembroke Private Wealth Management is a division of Pembroke Management Ltd., a privately held Canadian investment management firm that manages the Pembroke family of Mutual Funds and Pooled Funds, and Separately Managed Accounts for Canadian pension funds, foundations, endowments, wealthy families and individuals.

Since Pembroke's founding in 1968, the portfolio management team has applied fundamental analysis and conducted ongoing executive level interviews to attempt to identify high quality companies with compelling growth prospects, unrecognized intrinsic value, and strong entrepreneurial leadership.

The Great Britain and Canada Investment Corporation, now known as the GBC American Growth Fund Inc., incorporated in 1929, and has been managed by Pembroke Management since 1968. To expand and diversify the investment strategies the firm offers while unifying all funds under the same umbrella, the firm created the Pembroke family of Mutual Funds and the Pembroke family of Pooled Funds.

Pembroke Private Wealth Management is a mutual fund manager and dealer for the Pembroke family of Mutual Funds and the Pembroke family of Pooled Funds, as well as a discretionary account manager for accounts $5,000,000 and larger.[1]

History
  • 1929 - The Great Britain and Canada Investment Corporation, now known as the GBC American Growth Fund Inc., was incorporated in March. $11,000,000 was raised through the efforts of Nesbitt Thomson, Govett Sons & Co. and Iselin & Co. Pembroke has managed the assets since 1968
  • 1968 - Pembroke Management Ltd. was founded[2] in September by Neil B. Ivory, Clifford L. Larock, A. Scott Taylor and Ian A. Soutar[3][4] to manage some of the funds previously managed by Arbuckle Govett. The firm’s name is a reference to Pembroke College, Cambridge.
  • 1970 - The Pembroke Fund Ltd. was launched.
  • 1988 - GBC Asset Management Inc. was founded.[5] GBC North America converted from a closed end fund to a mutual fund. Ivory & Sime Pembroke was formed by Pembroke Management and Ivory and Sime PLC. to market the GBC family of mutual funds in Canada and the UK. The funds were launched on November 1.
  • 2007 - Elizabeth B. Dawson was appointed President[6] and Director of GBC Asset Management.
  • 2010 - Pembroke Private Wealth Management was founded to provide discretionary account services to clients with accounts of $5,000,000 and greater.
  • 2011 - Pembroke Private Wealth Management and GBC Asset Management are consolidated under the Pembroke banner in order to streamline services offered to private clients.
  • 2020 - All GBC Mutual Fund and Pooled Funds were renamed under the Pembroke banner.

References
  1. "OSC | Investors - Tools & Resources - Check Registration". www.osc.gov.on.ca. Archived from the original on 2011-07-17.
  2. "Federal Corporation Information - 056350-1 - Online Filing Centre - Corporations Canada - Corporations - Innovation, Science and Economic Development Canada".
  3. "The Taxation of Capital Gains".
  4. "Money management as pure art - Focus on Products - News Investment Executive". www.investmentexecutive.com. Archived from the original on 2011-07-17.
  5. "Federal Corporation Information - 230048-6 - Online Filing Centre - Corporations Canada - Corporations - Innovation, Science and Economic Development Canada".
  6. http://www.newswire.ca/fr/story/89331/gbc-asset-management-appoints-elizabeth-b-dawson-as-president-and-director
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