You may have built up assets after many years in a profitable career, earned a lump sum from the sale of a business, or received a substantial inheritance.
Whatever the source of your asset base, your wealth now provides for even greater growth opportunities. The stakes are also higher—making it important for you to have a trusted advisor to help you manage and continue building your wealth.
Here are just a few examples of how we can help meet your needs:
- Successfully manage and grow your investments
- Expand your private business or take advantage of new opportunities
- Leverage a concentrated stock portfolio to diversify and expand your investments
Successfully manage and grow your investments
Even in today’s electronic world, researching investment opportunities and making decisions can be time-consuming. A key step you can take is to choose the investment management approach that is right for you.
We offer two approaches—or a combination of the two:
- If you prefer to delegate the day-to-day management of your investments to professionals, you may want to consider discretionary investment management—a highly structured and personalized approach for clients with at least US$1,000,000 in investable assets.
- If you prefer to remain directly involved in ongoing decisions affecting your portfolio, then our international full service brokerage offering may be right for you.
Whichever approach you choose, you will gain access to in-depth investment expertise, world-class strategies and top-tier investment opportunities in virtually every market around the globe.
Visit our Investment Solutions section to explore the many ways we can help you manage and grow your portfolio.
Expand your private business or take advantage of new opportunities
Are you looking to provide working capital to your business at a favourable interest rate? Do you need to invest in machinery, equipment or other capital improvements to generate more revenue?
Whether you are planning to grow your existing business, or need a way to quickly capitalize on new opportunities, we can provide a range of flexible, competitive and multi-currency credit solutions to meet your needs.
See Financing Private Business Opportunities.
Leverage a concentrated stock portfolio to diversify and expand your investments
If you own a large position in a single stock or hold substantial assets inside a highly concentrated stock portfolio, you may want to explore ways to reduce your risk by diversifying and expanding these investments.
One convenient and cost-efficient way to accomplish this is to use your portfolio as collateral for a line of credit. Our credit specialists can help recommend whether this—or another credit arrangement—is right for you.
See Expanding and Diversifying Your Investments.
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Discover the ways we can help you manage and build your wealth. Contact Us
