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Alternative Investments

PMS & Alternative
Investment Funds

Discerning investors can choose from a host of PMS and AIF options — discretionary mandates and alternative funds built for qualified investors.

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What You Get

Beyond the standard portfolio

Concentrated, conviction-led strategies and access to private markets, for portfolios that have outgrown the standard shelf.

Portfolio Management Services

Discretionary, professionally managed equity mandates.

Category I, II & III AIFs

Access to alternative funds across the AIF spectrum.

Private Market & Pre-IPO

Selective access to private and late-stage opportunities.

Conviction-weighted

Concentrated strategies driven by data and risk management.

For qualified investors

Structured for investors who meet the prescribed thresholds.

Integrated reporting

Consolidated alongside the rest of your holdings.

FAQ

Common questions

Who can invest in PMS or AIF?+
These products have minimum investment thresholds set by regulation and are suited to qualified, higher-net-worth investors.
How are these different from mutual funds?+
PMS and AIFs offer more concentrated, flexible and often less liquid strategies than mutual funds, with different fee and tax structures.

Explore alternative strategies

Speak with our team about PMS and AIF options suited to your profile.