Private managers
Our independent approach allowed us to create strategic alliances, enabling our clients to have access to some of the best private portfolio managers.
This service is offered to wealthy clients with a minimum investment of $100,000. Unlike mutual funds, such clients directly hold investments selected by the manager. This dynamic approach will appeal to clients who wish to be an active part of the management or their assets, while having direct access to money managers.
In accordance with our private money management mandates, your investments will be held via PEAK Transak and will be separated from other mutual funds investments. All private portfolio managers operate on a discretionary basis.
A focus will be given to your specific needs:
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Succession planning
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Trusts
- Planned giving strategies
- Tax optimization
Let us be the link to such solutions, optimizing the growth of your assets within your financial plan.
