PGM International Inc was based in Canada as an institutional, agency-only broker-dealer — and for greater than half a century, it has supplied experience to institutional shoppers around the globe.
Continuous evolution has allowed the agency to fulfill the wants of its intensive shopper base. Most just lately, it added a short lived asset-management service to its core companies.
“As a personal, employee-owned agency, we’re dedicated to serving our world shoppers — over 200 robust,” says CEO Patrick Belland. “We concentrate on a couple of choose companies: world securities execution, transition administration and world portfolio technique.”
PGM International prides itself on a complete providing, and emphasises excellence. “We work with our shoppers from the preliminary stage of worldwide portfolio recommendation by to implementation,” says Mario Choueiri, head of International Transition Administration. Choueiri has been with PGM for 15 years and has guided the agency’s enlargement into the US, a course of now in its eighth 12 months. “The main target is on rigorous mission administration, coupled with unparalleled shopper communication,” he says.
“The success of the enterprise has been pushed by dedication and dedication to shopper objectives. We tailor our service providing to finest meet our shopper wants, and all the time present full transparency on our pricing and commerce execution.”
Aidan Garrib, head of International Macro Technique and Analysis, believes world monetary markets are so intertwined that even bottom-up traders want to think about the macro of their funding course of. “Our skill to distil the necessary drivers of monetary markets and talk their impression to traders has by no means been extra necessary,” he says.
“The chance to offer a differentiated world portfolio technique service motivates our group to offer customized work. Shoppers’ funding wants have change into broader and extra complicated, driving the necessity for really world recommendation.”
“By combining our companies and dealing collectively, we’re capable of meet these calls for and assist them to fulfill their funding aims and implementation wants.”
Belland provides: “Beneath the management of Mario Choueiri and Aidan Garrib, we provide a shopper expertise that is still totally clear and conflict-free.”
Belland has been with the corporate for near 30 years, by many adjustments and challenges. “Respect and communication are the muse of our tradition,” he says. “As a frontrunner, I attempt to make sure that staff are included and engaged in our total mission, ensuring that recognition comes from teamwork and shopper satisfaction.
“By encouraging worker possession, we strengthen that stage of dedication and sense of price. Having staff carry concepts ahead and lead new initiatives creates a broad sense of management.
“Communication, respect and recognition present the chance for everybody to be a frontrunner.”
PGM goals to increase its management in a distinct segment market by remaining client-centric, and really world.
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