Clients with specific risk tolerance and financial goals might be suitable for FOREX trading. Your financial adviser or wealth manager will talk to you about the risks and potential rewards of trading currencies to determine if it makes sense for your specific objectives.
Your investment team has access to 14 of the world’s largest foreign exchange dealers, which constitute more than 70% of the market share in the global interbank market. When appropriate, your team can also convert currencies and/or trade currencies with leverage.
All accounts have Currency Conversion, which let you convert one currency to another without using leverage. Cash Forex, which is available to qualified customers and requires additional trading permissions, lets your managers trade Forex on a leveraged basis on behalf of your account.
Available currencies include USD, AUD, CAD, CHF, CNH, CZK, DKK, EUR, GBP, HKD, HUF, ILS, JPY, MXN, NOK, NZD, PLN, RUB, SEK, SGD, ZAR and KRW (with special conversion functionality). Talk to your adviser to learn more.
Asset Allocation ▸
Our wealth and portfolio managers seek to create value through long-term strategic benchmark asset allocations and security selection.