Forthlane Partners is pleased to announce the acquisition of June Inc., an OCIO advisory firm led by Principal June Ntazinda.

The acquisition brings together two firms with a shared commitment to independent investment advice and highly personalized client service. Following the transaction, Forthlane will advise on over $2 billion.

June Ntazinda will remain actively involved with the combined firm as Vice-Chair of Forthlane, continuing to advise clients and contribute to the firm’s strategic direction and growth.

The transaction strengthens Forthlane’s investment capabilities and resources while expanding its platform to better serve ultra-high-net-worth individuals, families, family offices and foundations.

Forthlane Partners is excited to announce that Connor Kitchen, CFA will be joining the team as the firm expands its presence into Western Canada with the opening of a Calgary office. Connor will play a key role in building and leading the firm’s Alberta and Western Canadian presence, further strengthening Forthlane’s ability to serve clients across the country with a local, relationship-driven approach.

Connor brings significant experience working with ultra high net worth individuals, families, foundations, and institutional clients, with a focus on delivering thoughtful, personalized support and long-term partnership. He will be based in Forthlane’s Calgary office alongside Cornelia Geib, Senior Fund Accountant, strengthening the firm’s presence in Alberta.

Forthlane’s Western Canadian team also includes Robert Vanderhooft, President and Co-Chief Investment Officer in Regina, Saskatchewan and Heather Stefanson, Independent Board Member in Winnipeg, Manitoba, reinforcing its regional commitment and client service across the region.

The latest episode of Forthlane Features is live. In this episode, Daniel Dreyfus, Founder and CIO of Bornite Capital, discusses the implications of what he sees as the largest infrastructure buildout in human history, spanning energy, materials, and labour.

Vanessa Hui sits down with Daniel to discuss the convergence of themes driving this buildout, including AI and deglobalization, as well as the real-world implications and alpha opportunities.

Listen here: https://lnkd.in/e95asYcN