Bull Wealth Management Group Inc. (BWMG) is a Canadian company that is wholly owned by EFG International and provides investment advisory and consulting services to institutional and private clients, as well as financial intermediaries. Total assets under advisement are in excess of $1 billion.
Founded by James A. Bull in March 2000, BWMG provides wealth management services directly to high net worth private families and investment consulting services to selected institutional clients including corporations, charitable foundations, unions, pension plans, as well as intermediaries, such as financial planning/wealth management firms. BWMG services include investment planning, money manager searches, portfolio measurement/monitoring and client reporting. Absolute objectivity, high professional standards, and independent research are the foundation of these consulting services.
James A. Bull founded and managed the investment consulting practice at Ernst & Young in the 1990’s. After 27 years with the firm, he left to replicate its success and evolve it to a new level by founding BWMG in March 2000.
In June 2007 BWMG announced the sale of the firm to EFG International and in October 2007 the transaction was completed.