Private Banking Investment Solutions

Investment Managers

An investment manager typically works for a large financial institution, such as a bank, life insurance or trust company, managing its portfolio or providing management directly to third party clients. Managing money for other people is called "investment counseling". Firms providing this service must have an "investment counsel" registration and must license their portfolio managers as investment counsel.

Click here for Investment Strategies.

An investment manager has a role as a ‘hands-on’ decision maker with full responsibility for the selection of every individual security that is added to an investment portfolio. Managing portfolios without requiring client approval for actions is called "discretionary" money management. The investment manager will manage the portfolio independently, according to an established investment policy. The investment managers that most people are familiar with are mutual fund managers. They are investment managers who manage a pool of money called a "mutual fund". The mutual fund company who sponsors the fund either employs the manager or appoints an external investment manager.

Our affiliated Private bank offers this service for clients deposting $500,000 USD or more...