Investment Services

Asset Management Mandate

Our Philosophy and Investment Approach 

  • Long-term results: We focus on consistent performance over time and solutions that are aligned with each client’s investment profile.
  • Expertise: Our solutions are designed and delivered by a team of experienced investment professionals with a strong record and a hands-on approach. To offer top-tier investment services, we draw from a broad range of in-house and third-party resources.
  • Open architecture: By providing access to a vast universe of investment funds, we offer our clients an abundance of different products and strategies, management styles and asset managers to choose from. 
  • Disciplined and process-based: Using a balanced investment strategy that is frequently updated, along with a disciplined, risk-conscious approach, we strive to deliver optimal risk-return results and long-term value.

A Global Perspective

Our investment clients benefit from access to global markets and cutting-edge products. Our aim is to identify and take advantage of the continuous flow of opportunities stemming from the ever-changing global economic environment and market conditions.

Besides equity, bonds, foreign exchange, commodities, structured products, money and derivatives, we offer access to alternative investment products and solutions, in step with the industry’s accelerating innovation.

 

Asset Management Mandates

We offer three options to give you flexibility, control and peace of mind:

  • Discretionary Asset Management Mandate
  • Investment Advisory Mandate
  • Execution-only Mandate

Become a client

Looking for advice or information? One of our consultants will be happy to help.