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Discretionary Portfolio Management
A highly personalised investment service to power you ahead.
Discretionary Portfolio Management
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
Our Approach
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.
ESG Integration
We seek out companies with sustainable business models by integrating ESG ratings in our security selection.
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
Apply now
or your Relationship Manager for more information.
Discover More
market insights for the latest from the Chief Investment Office.
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