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Enter a new world of active investment management
Sophisticated Investment Platform
A Unified Managed Account offers many benefits that help simplify the complexity of your personal and family wealth management.
The benefits include:
Multi-investment Vehicle
Your IPC Private Wealth account can hold any type of investment - from mutual funds to individual stocks, and from fixed-income securities to alternative investments, such as a global tail risk strategy - to help minimize the impact of market volatility on your overall portfolio.
Discretionary Management
By delegating to financial experts, you can spend time on what is truly important to you.
We invest and rebalance your assets according to your defined investment strategy.
Consolidated Family Assets
You can combine your family’s assets under the IPC Private Wealth program to take advantage of lower overall investment costs and have the choice to receive a combined family report.
Additional Oversight
An Overlay Portfolio Manager will monitor the daily trading activities within your account and make decisions that are best suited to you.
This includes implementing strategies that aim to reduce the overall burden of taxes on your portfolio.
