Sophisticated investor services
Take advantage of unique opportunities
As a sophisticated investor, such as an accredited investor, registered investment counsellor or family office, you're responsible for managing large, complex portfolios.
We can help connect you to investment solutions, custody services and specialized trading services designed for investors responsible for very large portfolios, whether you are investing for yourself or on behalf of an organization or clients.
For established investors with greater investment knowledge and risk tolerance, we facilitate access to high-end investment solutions including structured notes, hedge funds and private equity investments, as well as professional custody management and execution services provided by an experienced trading desk.