Walter Global Asset Management is a North American private equity platform providing development capital and expertise to growth-oriented boutique asset management leaders and to strategic service providers in the industry.

We’re acting as a true, active business partner for asset management companies with an entrepreneurial mindset, in order to facilitate, accelerate and sustain their growth. We are committed to being a permanent and reliable institutional partner for our portfolio companies and to supporting them in key strategic areas: operational efficiency, human capital development, innovation and distribution.

With the asset management industry being highly fragmented, we believe that its future growth will be based on some sort of consolidation. By investing in a diversity of managers and providing them with capital, increased distribution capacity and an upgraded operational platform, we’re helping them deliver their very best and reach new heights. Together.

 

Our core principles

  • asset management is not about money

    It’s about people

  • Our capital is patient

    Because growth is a long-term endeavour

  • Operational independence is the key to innovation

    We are engaged, not controlling

  • Best-in-class should lead to world-class

    We have the track record to prove it

 

Why we partner with boutique asset management firms

Industry metrics show that, while asset management firms have enviable track records regardless of their size, boutique firms that are focused on precise strategies often outperform over the longer term. Because of their approach, they have a capacity to add significant value for clients and consistently outperform the indices.

However, such outperformers may not be able to optimize their growth because of various factors, notably some challenges in terms of new capital, distribution and business resources. We think that by gaining access to capital and business support to increase their distribution in growth markets, these boutique firms will be able to increase their AUM with minimal impact on their overhead.

  • Performance
  • Value
  • Consistency
 

A business ecosystem

Walter Global Asset Management is part of the Walter Group of Companies, a business ecosystem inspired by a family tradition of entrepreneurship.

Guided by a multi-generational entrepreneurial spirit, the Walter Group of Companies has been flourishing for more than 60 years. Leveraging its unique position, the Walter Group has evolved into an ecosystem of businesses comprising a portfolio of public investments managed by Walter Financial, and two private equity firms: Walter Capital Partners and Walter Global Asset Management.

At the helm of it all is a team of seasoned operators with strong business acumen and extensive financial insight. This model provides a robust, sustainable framework underpinning each of the businesses within the Group.

Our people

Daniel <br>Johnson Daniel <br>Johnson
Daniel
Johnson
Chairman
Sylvain <br>Brosseau Sylvain <br>Brosseau
Sylvain
Brosseau
President and Chief Executive Officer
Pierre <br>Somers Pierre <br>Somers
Pierre
Somers
Board member
Isabelle <br>Somers Isabelle <br>Somers
Isabelle
Somers
Board member
François <br>Beaudoin François <br>Beaudoin
François
Beaudoin
Board member
René <br>Fournier René <br>Fournier
René
Fournier
Board member
Pascal <br>Duquette Pascal <br>Duquette
Pascal
Duquette
Board member