WEALTH MANAGEMENT

Strategy and due diligence can go a long way to achieving consistent, high-performing diversified portfolios and help our clients achieve their mid and long-term wealth objectives. We strive to provide consumers with long-term wealth management products and services that will exceed expectations and help manifest lifelong financial and business ambitions. Our high-touch approach to wealth management allows us to structure custom-tailored insight and expert advice, as well as bespoke solutions that meet the complex needs of all our ultra-high-net-worth clients.

Dominion Wealth Management clients not only benefit from our vast asset management experience, data and research capabilities, and market knowledge, but we also provide private clients with clear added strategic value with multi-level investments and services. For sophisticated clients with experience managing their assets, we can offer execution-only services as well. We operate on a bespoke service custom-tailored to our unique clients’ needs and risk comfort. We strive to create well-rounded, diversified, high-performing portfolios based on our core client objectives. As per our bespoke services and personal approach to management, we always consider all opportunities, while also taking into account the individual investment needs of the client, individualized risk comfort, and tax efficiency.


WEALTH
MANAGEMENT

INVESTMENT SOLUTIONS

Bespoke, discretionary services, and expertise, combined with best-in-class quality are the foundation of all that we do. Dominion Wealth Management specializes in managing client portfolios across all asset classes. Both private and institutional global clients continue to benefit financially from our excellent track record of portfolio management.

Dominion Wealth Management boasts a proprietary process of investing client assets that aligns with several specific key objectives. These objectives are individual to each client; therefore, the entirety of portfolio management must start with high-touch management and a custom-tailored, detailed investment plan. In this way, we can best identify client objectives and assess their risk comfort and return profiles. Our core philosophy – a bespoke process of solution-oriented, investment planning, and diversified portfolio performance – includes an understanding and appreciation of the correlation between risk and reward.

To determine and appropriately satisfy a client’s objectives, we practice due diligence to assess and implement the appropriate strategy, approach, and best practices for individualized portfolio construction. It is essential to understand the key parameters in which our clients feel comfortable – both risk and reward – so we take additional time to create a comprehensive and individualized financial plan that includes the following fundamentals:
  •  Risk Comfort
  •  Tax Status
  •  Investment horizon
  •  Liquidity Needs
  •  Legal exposure, liabilities
  •  Social impact
Based on these key factors, we determine the following:
  • Portfolio Structure
  • Necessary adjustments within the portfolio
  • A long-term strategy to successfully impact portfolio performance and buffer risk

Our high-touch approach to client management means once we understand our clients’ individualized financial goals and risk comfort, we can then determine into which two main categories of risk and reward profiles they fall. Some seek to incur more risk to fully maximize their returns. An ultra-high-net-worth client may seek to create a portfolio to suit personal risk/ return preferences. Others may prefer that their investments match their liabilities and risk comfort. These are very different profiles, but Dominion Wealth Management Portfolio Managers have the expertise and experience to assist clients in either case when identifying and structuring a portfolio that is custom-tailored and aligns with all UHNW clients’ needs.

As well as benefiting from the extensive know-how of our specialists, our clients can leverage and appreciate the personalized advice and services we offer. Our specialized and high-touch management approach is fundamental when providing effective bespoke investment solutions. We get to know all our elite clients and work closely with our business partners to cultivate our vast network of long-standing relationships. Dominion Wealth Management clients benefit from bespoke service and transparency and delegate important investment decisions to our wealth management specialists, who have client success at the forefront of all investment planning.