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Discretionary Portfolio Management
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.
Investment solutions tailored to your goals
How to Apply
Build a core portfolio with DPM
We anchor your investments into a diversified CORE portfolio for stability, liquidity, and long-term capital accumulation.
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.
We seek out companies with sustainable business models by integrating ESG ratings in our security selection.
The Chief Investment Office generates high conviction views across all asset classes, and determines the relative attractiveness between asset classes, regions, and sectors.
The portfolio is constructed in accordance to mandates that fit your investment objective and risk tolerance.
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
or your Relationship Manager for more information.
market insights for the latest from the Chief Investment Office.