Institutional investment management. Personally delivered.
Learn how we bring institutional capabilities directly to you and your family.
Your portfolio. Built to be better.
At Manulife Private Wealth, we deliver a rigorous, end-to-end investment process that combines Manulife's institutional strength with the personal oversight of a dedicated investment counsellor. The result is a portfolio that's diversified, risk-aware and built to stay aligned with your goals through every market condition, every cycle and every chapter of your life.
From the first conversation to ongoing oversight, every step of our investment process is designed with one purpose: To make your wealth work better for you today and for the generations who follow.
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Determining your goals - Together, you and your investment counsellor establish an Investment Policy Statement.
- You outline what you want to achieve, how much risk you’re comfortable with, your investment timeframe, and any preferences around strategy and asset allocation.
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Forward looking asset allocation - You benefit from the expertise of Manulife’s Multi‑Asset Solutions Team (MAST), a dedicated group of specialists who design proprietary asset allocation models.
- We apply the same institutional investment discipline Manulife uses for its own assets to your personal portfolio.
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Manager selection and oversight - We leverage Manulife’s internal Global Manager Research (GMR) team, a group focused on researching and evaluating investment managers worldwide.
- We select high‑quality investment managers for your portfolio and regularly review them to help keep you on track.
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Discretionary investment management - You delegate day‑to‑day portfolio management and trading decisions within a structured, professionally-managed approach.
- We make decisions guided by the goals, risk tolerance, and guidelines you’ve agreed to in your Investment Policy Statement.
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Ongoing monitoring and rebalancing - We continuously monitor your portfolio and rebalance when it moves away from your target mix.
- We help keep your investments aligned with your goals as markets move and your circumstances change.
Our investment platform
Through our open-architecture platform, we build diversified portfolios using best-in-class institutional managers from Manulife and third parties, selected for their strengths rather than their affiliation to give you access to a broader range of specialized expertise.
Separately managed accounts (SMAs)
With this flexible solution, you invest directly in a portfolio of stocks and/or bonds carefully selected by a professional investment manager according to specific criteria determined by Manulife’s investment management process. Your portfolio is monitored and rebalanced on a discretionary basis on your behalf. We offer SMAs from global institutional money managers in Canada, the U.S. and Europe across a wide variety of asset classes. Additionally, active management of individual securities within your SMA allows for strategic planning of taxable dispositions.
Why it’s better
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Individual security ownership You invest directly in individual securities, not units of a mutual fund.
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Transparency There are no hidden fees, and in many cases management fees may be tax-deductible.
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Tax-efficiency Active management of individual securities allows for the strategic planning of taxable dispositions.
Institutional pooled funds
Institutional pooled funds are professionally managed solutions tailored to high-net-worth investors. They can complement your overall plan by providing diversified exposure to institutional equity and fixed income strategies, aligned to your goals, time frame, and risk tolerance. While they typically require a higher minimum investment than retail mutual funds, fees can be significantly lower and the structure is often more tax efficient. Your investment counsellor integrates these funds into your portfolio as part of a disciplined, end-to-end approach designed to keep you aligned through changing markets.
Private assets
Private assets can add a distinct return stream and broaden diversification beyond traditional equities and bonds by providing access to real and essential assets such as commercial real estate, agriculture, and timber through institutional investment vehicles typically reserved for large pension plans and the very wealthiest families. These opportunities are only available periodically, often have higher minimum entry levels, and require longer investment periods. Your investment counsellor considers suitability within your overall strategy, particularly if you anticipate needing liquidity or ready access to invested capital.
Choose a financial team you can trust
Looking after our clients is our main goal. That extends beyond our investment capabilities to include a tailored service designed around your life goals and wealth management needs.
What you can expect from us:
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Dedicated advisory team A licensed personal investment counsellor, backed by a specialized support team, who understands your objectives and keeps your plan on course.
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Proactive reviews Regular, structured portfolio check-ins to measure progress, refine strategy, and stay aligned with your goals and risk parameters.
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Delegate trading decisions Enjoy greater peace of mind by entrusting day-to-day investment decisions to us, guided by your personalized Investment Policy Statement, so you can focus on what matters most.
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Institutional-quality solutions Curated access to global institutional money managers and specialized strategies, selected to complement your plan and enhance diversification.
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Household-level clarity Simplified, consolidated reporting that provides a complete snapshot across accounts and entities, so you see your full financial picture at a glance.
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Secure digital access A secure digital client portal with access to balance, holdings, transactions, performance, and consolidated reporting—anytime, anywhere.
A wealth portfolio built on expertise. Built for you.
Discover why Manulife Private Wealth clients entrust us with their money each year.