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.

img-mon-patrimoine-unifie-570x300.png

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.
img-mon-patrimoine-gere-570x300.png

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.
img-portefeuille-prive-570x300.png

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.
img-paniers-570x300.png

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 wealth advisor. They will recommend the best approach for your investor profile.

 

Email icon