How We’re Organized
Investment Management includes our Private Wealth Management (PWM) and Our Group businesses. We serve a diverse range of clients – individuals, advisors and institutions – who trust us to help them save, protect and grow their capital to meet their financial goals.
Within Investment Management, many of our people serve in multi-function capacities but fundamentally, our business can be broken down into two main functions: Client Solutions and Investment Strategies.
Our Private Wealth Management advisors secure, develop and manage relationships with high-net-worth individuals, their families, family offices and select foundations and endowments. They are focused on providing a differentiated service offering to clients across the wealth spectrum, working closely with our Consumer team on a holistic digital investment platform.
Our Client Business sales professionals partner with a diverse client base to identify the opportunities that shape their portfolios and long-term investment goals. Institutional clients include corporate and public pension funds, foundations and endowments, financial institutions and governments. Retail clients include financial intermediaries, HNI’s, Professionals etc.,
Investment Strategies: Our Investment Strategies professionals build client portfolios across a broad range of asset classes, including equities, fixed income, alternatives and multi-asset class solutions, to customize client solutions that meet their unique investment objectives.
