History

Fiera Capital’s story began over 20 years ago, driven by entrepreneurship, innovation and our passion for generating prosperity for our clients.

Through organic growth and successful strategic acquisitions, we have become a leading independent asset management firm, continuously evolving to deliver customized multi-asset solutions across public- and private-market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia.

Assets Under
Management

2003

$5B

2023

$155.3B*

0
$50B
$100B
$150B
$200B

*As of September 30, 2023 and in Canadian dollars

Timeline

All figures are in Canadian dollars

2023

Our Firm Celebrates Its 20^th Anniversary

September | Organic Growth

$155.3B: AUM

837: Employees

We are proud to celebrate this remarkable milestone, which has been made possible by the exceptional talent of our people and our unwavering commitment to building sustainable prosperity for our clients.

Introducing a New Regionalized Distribution Model

May | Organic Growth

$162.5B: AUM

826: Employees

We take a crucial step towards expanding our global presence, focusing on building local capabilities by introducing our regionalized distribution model. We initiate the appointment process for regional CEOs in EMEA (Europe, Middle East, and Africa), Asia, the U.S. and Canada to drive organic growth.

New Strategic Distribution Partnership Expands U.S. Footprint

March | Strategic Growth

$164.7B: AUM

841: Employees

This partnership establishes New York Life Investments, a well-recognized and respected global investment manager, as a distribution partner for Fiera Capital in the U.S. market.

2022

Our Firm Becomes an Official Supporter of the Task Force on Climate-Related Financial Disclosures (TCFD)

April | Strategic Growth

$168.1B: AUM

844: Employees

Fiera Capital is an official supporter of the TCFD, underscoring our commitment to continuous improvement with respect to identifying and managing climate-related risks and opportunities.

Partnership with PineStone Asset Management Is Established

January | Strategic Growth

$181.1B: AUM

842: Employees

A sub-advisory partnership is established between Fiera Capital and newly created PineStone Asset Management (formerly StonePine Asset Management), providing a mutually beneficial structure that receives strong support from our clients.

2021

Fiera Capital Publishes Its First Annual Responsible Investing Report

August | Organic Growth

Our Firm Becomes a Signatory of the Net Zero Asset Managers Initiative (NZAM)

August | Strategic Growth

$185.8B: AUM

831: Employees

Fiera Capital joins the NZAM initiative, committing to work proactively towards the goal of reaching net zero greenhouse gas emissions by 2050 or sooner and to support broader efforts to limit global warming to 1.5°C.

2019

Growing Liability-Driven Investment Strategies

May | Strategic Growth

$148.6B: AUM

750: Employees

Fiera Capital announces the acquisition of Foresters Asset Management Inc., an Ontario-based investment managements firm focused on institutional and insurance liability-driven investment with approximately C$10.5 billion in AUM (as at April 30, 2019).

2018

An Enhanced Private Wealth Platform in Canada

March | Strategic Growth

$131.4B: AUM

750: Employees

Fiera Capital acquires CGOV, an Ontario-based investment management firm focused on high-net-worth and institutional investors, enhancing our leading Canadian high-net-worth platform and strengthening our institutional investment management capabilities.

Our Firm Expands Its Presence in Asia

March | Strategic Growth

$131.4B: AUM

730: Employees

We expand our presence in Asia with the acquisition of Clearwater Capital Partners, a leading Asia-focused credit and special situations investment firm, complementing our existing suite of private alternative investment strategies.

2017

Our Emerging Markets Capabilities Are Extended

December | Strategic Growth

$128.9B: AUM

690: Employees

Fiera Capital acquires the management of City National Rochdale Emerging Markets Fund, a mutual fund investing primarily in Asian emerging markets, which complements our offer for equity strategies.

2016

Our U.K. Acquisition Enhances Our Profile in the European Market

December | Strategic Growth

$116.9B: AUM

650: Employees

The acquisition of Charlemagne Capital Limited, a European asset manager operating in the UK, Isle of Man, and Germany that specializes in frontier and emerging markets, further strengthens our global offering in equities and gives Fiera Capital a solid foothold in the European market.

New Private Lending Platform Is Established

November | Organic Growth

$112.6B: AUM

560: Employees

Fiera Private Debt (formerly Fiera Private Lending) is formed with the acquisition of non-bank lender Centria Commerce. It manages a portfolio of funds that provide bridge financing for construction projects, financing for real estate investments, and short-term business loans.

Fiera Comox Launch Underscores Our Leadership in Alternatives

September | Organic Growth

$112.5B: AUM

520: Employees

The creation of Fiera Comox Partners, which offers agriculture and private equity strategies, reflects our drive to continue growing our alternatives platform and providing clients with diversification opportunities not readily available through other channels.

Larch Lane Acquisition Expands Options for U.S. Clients

September | Strategic Growth

$112.5B: AUM

515: Employees

The acquisition of Larch Lane Advisors LLC enables Fiera Capital's U.S. division to offer clients a range of alternative investment solutions, including a liquid alternatives mutual fund, traditional hedge funds and hedge fund seeding.

Fiera Infrastructure Further Diversifies Our Offering

July | Organic Growth

$111.2B: AUM

515: Employees

The newly formed Fiera Infrastructure joint venture provides access to a sought-after global asset class. Its portfolio includes regulated utilities, power generation and transportation infrastructure in North America and Europe.

Acquisition of Apex Capital Helps Push AUM Past C$100-Billion Milestone

June | Strategic Growth

$109.1B: AUM

500: Employees

The acquisition of Dayton, Ohio-based Apex Capital Management Inc., a prominent growth equity manager, more than doubles our presence in the U.S. institutional and sub-advisory retail markets while increasing our AUM to over C$107 billion.

2015

Our Firm Extends Its Reach to Asia-Pacific

November | Organic Growth

$101B: AUM

490: Employees

We extend our distribution reach to the Asia-Pacific market through a partnership with Nissay Asset Management, the investment management arm of Japan-based Nippon Life Insurance.

Our U.S. Division Gains Critical Mass with the Addition of Samson Capital

October | Strategic Growth

$101B: AUM

480: Employees

We continue to grow our U.S. platform with the acquisition of New York-based Samson Capital Advisors LLC, a prominent fixed income investment manager, increasing our total AUM to over C$98 billion.

2012

Increasing Our Profile in Western Canada

November | Strategic Growth

$58B: AUM

255: Employees

The acquisition of the Calgary-based Canadian Wealth Management Group Inc. boosts AUM by C$570 million and sets the stage for Fiera Capital’s growth in Western Canada.

Our National Real Estate Platform Is Established

April | Strategic Growth

Name Change Is Approved

April | Strategic Growth

AUM Tops C$50-Billion Mark

April | Strategic Growth

$53B: AUM

210: Employees

With the acquisition of Natcan Investment Management, a subsidiary of National Bank, Fiera Capital’s AUM reaches C$54 billion, making us the fourth-largest independent asset manager in Canada.

2011

U.S. Beachhead Is Established

September | Organic Growth

2010

The Firm Goes Public

September | Organic Growth

Vaulting Into the Industry's Top Ranks

September | Strategic Growth

2009

Fiera Capital Becomes a Signatory of the United Nations Principles for Responsible Investment (UN PRI)

July | Strategic Growth

$17B: AUM

100: Employees

Our firm signs the UN PRI in 2009 as an early adopter of responsible investment practices. As a signatory, we are continuously assessed on our performance and required to report annually on our ESG integration approach and progress.

Foreign Equities Are Added to the Mix

January-December | Organic Growth

2008

New Infrastructure Joint Venture Is Created

December | Organic Growth

2006

Broadening Our Client Base

February | Strategic Growth

2005

Debut of Alternative Strategies

January-December | Organic Growth

2003

Fiera Capital Is Created

September | Strategic Growth

$5B: AUM

50: Employees

Fiera Capital is created through the acquisition of Elantis Investment Management, a subsidiary of the Desjardins Group, with initial AUM of approximately C$5 billion.

History

Assets Under Management

Timeline

2023

Our Firm Celebrates Its 20th Anniversary

Introducing a New Regionalized Distribution Model

New Strategic Distribution Partnership Expands U.S. Footprint

2022

Our Firm Becomes an Official Supporter of the Task Force on Climate-Related Financial Disclosures (TCFD)

Partnership with PineStone Asset Management Is Established

2021

Fiera Capital Publishes Its First Annual Responsible Investing Report

Our Firm Becomes a Signatory of the Net Zero Asset Managers Initiative (NZAM)

2019

Growing Liability-Driven Investment Strategies

2018

An Enhanced Private Wealth Platform in Canada

Our Firm Expands Its Presence in Asia

2017

Our Emerging Markets Capabilities Are Extended

2016

Our U.K. Acquisition Enhances Our Profile in the European Market

New Private Lending Platform Is Established

Fiera Comox Launch Underscores Our Leadership in Alternatives

Larch Lane Acquisition Expands Options for U.S. Clients

Fiera Infrastructure Further Diversifies Our Offering

Acquisition of Apex Capital Helps Push AUM Past C$100-Billion Milestone

2015

Our Firm Extends Its Reach to Asia-Pacific

Our U.S. Division Gains Critical Mass with the Addition of Samson Capital

2012

Increasing Our Profile in Western Canada

Our National Real Estate Platform Is Established

Name Change Is Approved

AUM Tops C$50-Billion Mark

2011

U.S. Beachhead Is Established

2010

The Firm Goes Public

Vaulting Into the Industry's Top Ranks

2009

Fiera Capital Becomes a Signatory of the United Nations Principles for Responsible Investment (UN PRI)

Foreign Equities Are Added to the Mix

2008

New Infrastructure Joint Venture Is Created

2006

Broadening Our Client Base

2005

Debut of Alternative Strategies

2003

Fiera Capital Is Created

Assets Under
Management

Our Firm Celebrates Its 20^th Anniversary