Investment mandate
Understand how the strategy defines its objectives and investment approach.
Alternative Assets
Portfolio Management Services
Explore professionally managed portfolio strategies for eligible investors.
Discuss Portfolio Management ServicesThe next chapter
A portfolio approach with purpose.
A conversation shaped by your goals, responsibilities and individual circumstances.
A portfolio approach with purpose.
A PMS conversation begins with your investment objectives and the mandate being considered. Understand the portfolio manager’s approach, the relevant agreements and the risks before deciding whether it fits your broader plan.
What we can explore
Portfolio context
Consider concentration, asset exposure and how the strategy relates to your other holdings.
Terms and reporting
Review fees, disclosures, reporting arrangements and exit provisions.
Before you take the next step
- Applicable investor eligibility and product requirements
- Mandate, manager disclosures and investment risks
- Fees, liquidity and reporting arrangements
Availability and suitability depend on individual circumstances and applicable requirements. Review the relevant documents and seek qualified professional guidance where appropriate.
Your questions, considered.
Are PMS outcomes assured?
No. A managed strategy remains exposed to investment risks and can result in losses.
What should I review before proceeding?
Review the current disclosure documents, agreement, investment approach, fees and exit terms.
Your next chapter starts here
Start a conversation Imagine what’s next.
Tell us what you want to build, protect or pass on. Let’s begin with a conversation.