November 05, 2025
“Clients come to us for different reasons: some for our breadth of investment solutions, others because they were referred by a friend or a family member. Some choose Connor, Clark & Lunn Private Capital Ltd. because they want an independent
firm managing their wealth,” Teddy Jarrett, Wealth Advisor, Advising Representative explains. “For such clients, ‘independence’ is not simply a descriptor in a brochure, it is a material differentiator in how we manage our
business, attract and retain talent, and meet clients’ investment objectives.”
Many investment management firms are successful by maintaining diversification in both ownership and investment offerings. This approach helps them avoid over-reliance on a limited set of strategies or key individuals. By fostering a broad base of capabilities
and talent, these firms are better equipped to navigate performance fluctuations and retain top professionals, enabling long-term stability and client confidence.
“The fact is, even the most talented individuals will have performance breaks from time to time; and if that break is significant enough, and if it lasts long enough, the business is at risk of losing key clients, alongside key staff.” Teddy
concludes, “I often say to clients that our 40-year1 track record of investment performance is impressive, but what should matter most is whether we can repeat our past success for another 40 years.”
Diversification in ownership
The importance of independence
At CC&L Private Capital, we prioritize people. Focusing on attracting top talent has allowed us to remain innovative and competitive, and to steward our clients’ wealth successfully. We also established a broad ownership structure early on,
supporting staff retention. This has enabled us to attract and retain industry-leading talent and avoid other strategic missteps common among wealth management firms. By inviting our senior employees to be owners of the business, and by investing
alongside our clients, we’ve ensured a unique alignment of interests that safeguards the future success of both CC&L Private Capital and our clients.
Talent determines success
“Many of our high-quality hires come from larger organizations, such as banks or global investment managers, where they were not owners in those businesses. This can lead to dissatisfaction. The most talented individuals often want something
more. They want a stake in what they’re helping to build. And rightly so.” - Teddy Jarrett, Wealth Advisor, Advising Representative
Teddy elaborates, “In the investment industry, people often say that ‘past performance is not for sale’, and rightfully so. But what is critical — irrespective of the condition of capital markets and the economy — is ensuring
that our best people are still around the table tomorrow, otherwise our past track record is irrelevant.”
Invested alongside clients
“At CC&L Private Capital, because our senior employees are owners of our business, we think differently about clients’ portfolios. We're invested alongside clients. We own similar assets. And for this reason, the alignment of interests
that you get as a CC&L Private Capital client is much higher than if you were simply buying an investment product at a bank across the street,” Teddy adds.
“Through our broad ownership structure, and our entrepreneurial culture, we’ve expanded our investment platform over time, ensuring we meet our clients’ evolving needs. We’ve been able to do so because we attract and retain our
high-quality talent.”
Diversification in offering
Our in-house2 affiliate investment specialists
CC&L Private Capital’s broad investment platform offers numerous, diverse, and innovative investment strategies, including both traditional and alternative assets. This platform has grown over time in partnership with over 260 investment specialists
who form part of the larger Connor, Clark & Lunn Financial Group. The group has a proud history of partnering with specialized fund managers, focused on their own particular investment strategy and area of expertise. Significantly, the CC&L
Financial Group owns a stake in each affiliate, fostering an alignment of interests and cooperative culture.
“We operate on an integrated basis with our in-house investment specialists,” Teddy explains. “I can walk down the hall and speak to our various investment teams and asset class specialists, and know what factors are currently impacting
portfolio performance. This level of collaboration provides us with several key advantages when constructing multi-asset portfolios for our clients.”
This is critical in terms of portfolio construction. Consider an orchestral conductor, for example, and the importance of the conductor knowing how each musician’s performance comes together to deliver an ensemble. In the same way, we at CC&L
Private Capital need to know how the different asset classes within a portfolio interact to deliver the desired result. In this regard, we believe that CC&L Financial Group’s in-house investment structure provides us with a durable
competitive advantage.
“Investment management isn't just about data and the quantitative aspects of building a portfolio. You need to consider human capital, and the conversations that happen behind the scenes. When you hire a third-party money manager, you may not know
there's a problem until it's too late. At CC&L Private Capital, I have a higher degree of confidence that the portfolios we manage will achieve my clients’ objectives," Teddy says.
Conclusion
In an ever-evolving world, creating innovative investment strategies that can weather market cycles is critical. Over the past 40 years1, CC&L Private Capital has grown through one client success story inspiring another, partnering with
our in-house2 teams of investment specialists to create a premier investment platform that enables our expert Wealth Advisors to successfully navigate market cycles, and steward clients’ wealth with confidence. To start a conversation
with one of our Wealth Advisors, or to stay connected with CC&L Private Capital, complete our get-in touch form on this page.