Why Us

Our focus is simple: To understand the goals you have for your family, business, and retirement, then design a bespoke investment solution to fulfil that vision and leave a legacy.

We are ready to be there for the long haul, making your money work for you, for your peace of mind.

 

Our Service

A way to manage your assets

Enjoy peace of mind, as you leave the management of your portfolio to us. We regularly review and rebalance portfolios to ensure they are always aligned with your financial goals.

A long-term investment approach

We allow time in the market, rather than timing the market, to drive returns.

A safe pair of hands implementing a disciplined process

Benefit from the in-depth expertise of the Chief Investment Office, Research, and Portfolio Management teams.

A client-centric approach

Your portfolio will be individually managed. You will also gain access to our portfolio managers and their insights on the market and investment strategy.

Investment solutions tailored to your goals

How to Apply

Contact us or your Relationship Manager for more information.
 

Our Approach

Build a core portfolio with DPM

Infographic of Build a core portfolio with DPM

We anchor your investments into a diversified CORE portfolio for stability, liquidity, and long-term capital accumulation.

Barbell Strategy

The CIO Barbell Strategy is employed in all DPM portfolios. This entails allocating assets to the highest conviction calls from a factor and thematic perspective.

Barbell Strategy

ESG Integration

We seek out companies with sustainable business models by integrating ESG ratings in our security selection.

Investment Process

Investment Process

Asset Allocation

The Chief Investment Office generates high conviction views across all asset classes, and determines the relative attractiveness between asset classes, regions, and sectors.

Portfolio Positioning

The portfolio is constructed in accordance to mandates that fit your investment objective and risk tolerance.

Security Selection

A high conviction list of securities identified from deep-dive company analysis. Focus is placed on winners of secular growth themes and income-generating assets.

 

Your Portfolio, Your Choice

Your portfolio, your choice

 

How to Apply

Contact us or your Relationship Manager for more information.

Discover More

Start reading market insights for the latest from the Chief Investment Office.

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