Company Summary
Founded in 2001, Aston Hill has grown to over $7.9 billion in total assets under management. The firm manages portfolios for institutional investors, provides portfolio advisory services and offers a suite of mutual funds. With over 150 years of experience among the senior leadership team, Aston Hill has extensive investment knowledge across a number of industries and asset classes. The firm has particular expertise in the energy sector as well as providing unique income solutions for our mutual fund partners. Aston Hill has a proven track record of adding value to our client portfolios through changing investment and economic cycles.
Aston Hill believes that our clients are our financial partners, and that our employees should invest their personal wealth alongside our clients in our own funds. This philosophy helps ensure that every investment decision is made with our partners’ best interest in mind.
Aston Hill is an entrepreneurial partnership amongst proven industry leaders and is on a path to quickly establishing itself as Canada’s premier wealth management firm.
Source: Aston Hill Financial
Unique Value Proposition
Experienced Leadership
Aston Hill has more than 150 years of collective senior leadership experience. The result: investment acumen, commitment to success, and over $7.9 billion in total assets under management – a solid foundation upon which long-term growth is rooted.
Dedicated Investment Team
Aston Hill’s investment team is one of our most important assets. Their collaborative, entrepreneurial approach to investing is continually underpinned by a shared goal to outperform for our clients. Each Aston Hill team member offers a unique perspective – and it’s the combination of this diversity of scope, experience, knowledge, and focus that resonates with discerning investors.
Commitment to Risk Management
Aston Hill applies rigorous risk management across all lines of our business through methodical systems, controls and monitoring. This steadfast commitment provides investors with the peace of mind – and engenders continued trust. Aston Hill understands the trust investors yield when partnering with a manager, and we value the significance and responsibility that accompanies safeguarding our clients’ investments.
Diversified Product Suite
Aston Hill has cultivated a diversified suite of products spanning sectors, geographies and asset classes in order to deliver funds that meet the varying needs of our investors. We also believe our employees should invest alongside our clients, thereby ensuring every investment decision is made with our partners’ best interests in mind.
Source: Aston Hill Financial
AUM ($Bil)
5.2
Year Founded
2001
Key Personnel
James Werry, Chief Executive Officer
Ben Cheng, President & Chief Investment Officer
Mike Killeen, Chief Operating Officer
Jeffrey Burchell, Co-Chief Investment Officer
Address
77 King Street West
Suite 2110, PO Box 92
Toronto, ON
M5K 1G8