Managed Institutional Accounts blends the best of our investment services as a fiduciary with the customization and client discretion enabled by having a separate investment management account.
We offer customized solutions designed specifically for institutional, high net-worth and family office clients who are able to invest significant capital and thus require an even more tailored approach to their capital that allows them to enjoy the simultaneous benefits of a professionally managed exposure and the direct ownership of the underlying securities.
A special team of advisors and asset managers is dedicated to helping you achieve your main objectives regarding professional deployment of funds and careful supervision of investments.
Our solutions can provide a well-chosen balanced or concentrated exposure to any of the major global asset classes:
- Fixed Income
- Foreign Exchange
- OTC Derivatives
Manager, Asset Management