Investment Management Services
Explore a world of opportunity with international investments
CIBC Private Wealth Management offers access to a full range of investment services, from offshore funds and secure fixed-term investments to discretionary and advisory investment management services.
CIBC Private Wealth Advisors provide the guidance you and your advisers need to navigate the complexities of international investing and realize the benefits. You enjoy one-to-one relationships, professional advice, regular communication, and the ability to transact in most of the world's major currencies.
Discretionary and advisory investment management services
Through your Private Wealth Advisor, you have access to the international expertise of CIBC World Markets1, CIBC Wood Gundy2 and CIBC Global Asset Management3.
Drawing on this depth of knowledge and experience, your Private Wealth Advisor will work with you and your advisers to help you achieve your financial goals. A diversified portfolio will be constructed from a world of investment products and services, incorporating your investment goals, your tolerance for risk and your investing time horizon.
Your Private Wealth Advisor can also call on the specialized expertise of the following CIBC Partners as needed to develop international planning solutions for you. CIBC World Markets is the investment banking subsidiary of the Canadian Imperial Bank of Commerce, with affiliates and subsidiaries throughout North America, Asia, and Europe. It offers a full range of integrated credit and capital markets products, securities, and brokerage and asset management.
CIBC Asset Management is Canada's first fully integrated global asset management firm, adding value at all stages of the investment process, from asset and country allocation to security selection management.
Offshore funds
A large range of offshore mutual funds is available to today's investor. Your CIBC Private Wealth Advisor can provide the guidance you need to choose the solutions best suited to your circumstances, from CIBC and other institutions. These include the CIBC Private Client Fund Limited,* a family of open-end offshore mutual funds.
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Fixed-term investments
CIBC Private Wealth Advisors also provide you with access to a wide range of fixed-term investments suitable for the conservative portion of a diversified portfolio. These investments offer competitive rates in multiple currencies.
1 CIBC World Markets Inc. is a subsidiary of CIBC and Member of CIPF.
2 CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and Member of CIPF. CIBC and Wood Gundy are trademarks of CIBC and CIBC World Markets Inc., respectively.
3 CIBC Global Asset Management Inc. operates under the brand name CIBC Asset Management and is a member of the CIBC Group of companies.
* CIBC Private Client Fund Limited Mutual Funds are not available to residents of Canada, Singapore, the United States, or the United Kingdom.
CIBC and its subsidiaries provide services in those jurisdictions in which CIBC or the particular subsidiary is licensed or permitted to conduct business. CIBC Private Wealth Management subsidiaries outside of Canada and the United States are not licensed to provide trust, investment advisory, loan or brokerage services in Canada or the United States.
In addition to such advice as customers may take in the jurisdiction of the CIBC company with which they are dealing, customers who have connections with other jurisdictions through factors such as residence, domicile, location of permanent establishment or citizenship, should seek experienced legal, financial and/or tax advice as to the consequences in those jurisdictions of utilizing the services described in this material.
CIBC Bank and Trust Company (Cayman) Limited is a member of The Cayman Islands Stock Exchange.
This communication does not constitute any offer or solicitation to residents of the U.S. or the U.K. or any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation.
Prospective investors not resident in Canada should consult with their advisers to determine if these products and services may lawfully be sold in their jurisdiction.
