Institutional Investment Services

Our investment service offers institutional investors a one-stop shop that includes investment management and trust services.

No matter the size of your assets, whether for a pension plan, a foundation, a trust or any other institutional account, we have funds to suit your needs.

Beneva, a partner with a lot to offer

Investing with us translates into benefits usually reserved for large pension funds. Enjoy reasonable management fees thanks to the economies of scale our portfolio managers achieve by pooling funds.

Services that give you the edge

  • We develop personalized strategies tailored to your needs.
  • Our dedicated team closely monitors fund managers and makes any necessary adjustments.
  • You can rely on our trust services for the administration of a pension fund or any other institutional account.