Investor Services
Front Street Private Bank provides a complete package of managed and pooled accounts, together with pure custodial or self administered investment accounts, combined with full brokerage services.
MANAGING YOUR INVESTMENTS:
Our team has extensive experience in the offshore financial industry in their particular area of expertise designed to assist our clients in achieving their goals. To contact us for further information, click here.
Managed Accounts
Managed Accounts: Energy & Resources
Managed Accounts: Balanced Equity & Fixed Income
Managed Accounts: Diversified Canadian Opportunities
Managed Accounts: Short-Term Bond Account (HNW)
Managed Accounts: Short-Term Bond Account (Captive Insurance Companies)
Front Street Private Bank offers a range of customised Managed Account solutions suitable for high net worth clients & family offices, institutional investors and captive insurance companies. All accounts are managed on a segregated asset basis and will be held at CIBC Mellon or the custodian of client’s choice if desired.
The Front Street Group's team of managers provide the expertise and proven long term performance track records. Strategies include diversified and sector specific equities, diversified yield and capital preservation models. Sector specific strategies focus specifically on energy, resources and agriculture based on intensive global macroeconomic analysis and related markets supply/demand relative to the global economy.
Pooled Accounts
Under development
Brokerage
Front Street Private Bank provides retail brokerage services for most global markets in all major currencies. Efficient trade execution is available for equities, fixed income, derivatives and structured product investments.
Front Street Private Bank has relationships with several major investment houses, including institutional desks, enabling us to research and place most trade orders.
Experienced in-house traders are available to provide research assistance and manage trade executions for optimum market results.
Brokerage commissions are calculated on a percentage based sliding scale depending on the value of the trade and are competitively priced for the offshore industry.
Custody/settlement
Front Street Private Bank provides investment administration accounts for custody & trade settlement are suitable for individual or institutional clients who manage their own investments and also for third party investment managers on behalf of their clients.
Front Street Private Bank has partnered with a number of major institutions, such as CIBC Mellon, for custody and settlement of security transactions ensuring complete safety of security positions. Each account is managed separately and segregated portfolio custody can be arranged, combined with view only access at the custody level for clients, advisors and auditors for complete risk management & informational purposes. For clients using third party brokers, away trade transactions are easily settled to the custody account.
Recordkeeping is maintained on a specialised portfolio management system with a wide range of statement reporting which can be provided on any frequency required. Statements include portfolio valuations, transactions, realised and unrealised gains/losses and performance reporting. Reporting can also be tailored to track and manage investment policy mandates and in many cases custom reports can also be developed.
All accounts have a multi currency capacity with a base currency of choice.
Please contact us for more information on our services and fees.