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Managing substantial wealth is complex and challenging, so it’s best to entrust this task to experts. If you’re at a stage of your life or your career where you’re looking for a service that focuses on your goals and gives you peace of mind, our Private Management is for you.

In every phase of your professional or personal life, Private Management helps you optimize your portfolio return and achieve your objectives through discretionary management of your assets. To ensure a smooth transition, our management options include access to our Securities Service, which facilitates the transfer of your investments.

Private Portfolio Management

Now offered to investors with family assets of $250,000 or more, Private Portfolio Management has been enhanced with sophisticated investment vehicles and approaches composed of private funds created specifically for our clients.

Private Securities Management

Accessible to investors with family assets of more than $1,5 million (one of the family members must hold assets of more than $1 million in case of pooling), Private Securities Management offers exclusive approaches tailored to the investor profile of each client.


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