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undefined Investment Management – our global investment management organization – has designed, delivered and managed customized portfolios and investments for the worldly and wealthy since 1935.
Our discretionary portfolio managers offer global and regional-focused equity, fixed income, multi-asset class investment strategies.
A Legacy of Excellence
Our unique perspective on building and preserving wealth over generations drives every aspect of our investment management process. We utilize a core and opportunistic wealth framework, creating broadly diversified portfolios based on our proprietary asset allocation methodology.
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Opportunistic Portfolio
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Custom Solutions
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Leadership
Meet Our Expert
Robert Jasminski oversees undefined Investment Management's global portfolio management business and is responsible for $80.5bn in assets under management and advisement. He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations. Rob is an industry leader in global developed and emerging market equity management with more than 25 years' investment experience.
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