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Investment Managers Access to our affiliate managers
Investment solutions crafted to fit your needs

Delegated Solutions

Delegated Solutions

We offer fully discretionary portfolio management services with a suite of specialized investment teams, spanning both traditional and alternative investments, necessary to create an effective portfolio solution to meet your objectives.

The Chief Investment Officer at one of our affiliate companies will help guide the creation of your Investment Policy Statement, which may include ESG considerations, and work with you to develop the most appropriate asset mix that will ultimately help you achieve your goals.

There will be a single point of contact who will deliver exemplary ongoing service and engage with your committee and board. They will also provide portfolio monitoring, risk management and strategy considerations.

Portfolio Construction

Whether your need is income, growth or diversification, we can construct a portfolio solution targeted to your specific requirements.

Income Growth Diversifiers

To learn more about Delegated Solutions, please click here.

Contact Us

INST-CANflag
Brent Wilkins
416-862-2020
INST-USAflag 
Eric Hasenauer
646-722-2607
EU Flag 
Carlos Stelin
+44 (0)203 535 8107
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