Discretionary portfolio management

Let our experts manage your portfolio

 

 

Live in the moment

Sit back, relax and let our experts take care of your investments.

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myWEALTH – Unified

Products designed by world-renowned portfolio managers.

Benefits

  • An optimal mix of management styles and asset classes.
  • Tactical management to capitalize on short-term opportunities.
  • Inter-generational household pricing.
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myWEALTH – Managed

Have your advisor handle all of your investments.

Benefits

  • Regular follow-up, performance assessments and rebalancing as needed.
  • Transparent fixed fees.
  • No hidden charges—our pricing system is easy to understand.
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Private portfolios

As a private portfolio investor, you can own shares in a collection of curated securities.

Benefits

  • Like mutual funds, private portfolios offer diversification, risk reduction and performance history.
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Baskets

Benefit from a diverse selection of investment types (stocks, bonds, etc.).

Benefits

  • Access world-renowned institutional managers.
  • Purchase a group of securities from different issuers in a single transaction.

How do you find the perfect solution for your investment needs?

Talk to an investment advisor. They will recommend the best approach for your investor profile.

 

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