Success through insight: our Personal Portfolio Service

Understanding what’s important to you is important to us. In order to start a personal portfolio that suits your investment needs, we need to understand your financial goals.

Once we understand your goals, we can balance the risk, build trust and create results that exceed your expectations with a tailored investment solution that speaks to your needs.

Long-term rewards built on solid relationships

No two investment solutions are the same. This is why every new client meets with a Relationship Manager to determine their objectives, attitude to risk, return on expectation and investment horizon. Your unique client profile helps us decide the best way to allocate your resources across various asset classes and geographic regions.

Your ARM Portfolio Manager puts together a portfolio of investments for you in asset classes including equities, real estate, fixed-income securities, and specialized funds options for you based on thorough research and our global insights.

Our investment management philosophy is built around delivering strong returns consistent with two overarching principles: long-term, fundamental, value-driven investing on the one hand and risk management on the other.

This portfolio is assessed by our Risk Management team to make sure we balance the risk with the potential for consistent returns, before it’s managed on a daily basis by a specially appointed Portfolio Manager, who understands your individual ambitions, and always makes sure you have a portfolio that will work for you. Should your goals change over time; your Portfolio Manager will review and make necessary changes to reflect your changing circumstances.