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Palos Wealth Management
Palos Wealth Management is a wealth manager based in Montreal, Canada. It manages approximately $332 million in assets, primarily serving clients in North...
Palos Wealth Management
Palos Wealth Management is a wealth manager based in Montreal, Canada. It manages approximately $332 million in assets, primarily serving clients in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Montreal
Corporate office
Montreal, Quebec, Canada
Principals
Hubert Marleau
Chairman
Frequently asked questions
Who runs investment decisions at Palos Wealth Management?
Hubert Marleau chairs the firm and drives the investment strategy. His macro outlook informs all portfolio construction. A small team of portfolio managers executes within that framework from Montreal. There is no external investment committee.
How is Palos Wealth Management related to Palos Income Fund?
Public filings indicate the Palos Income Fund is a pooled investment vehicle managed by Palos Wealth Management or an affiliated entity. It likely serves as an access point for clients with smaller account sizes who still want exposure to the firm's income-oriented strategy. The exact relationship is visible in Canadian regulatory documents.
Does Palos Wealth Management distribute third-party products or operate a platform?
No. Palos builds concentrated portfolios of direct equities and bonds based on internal research. It does not operate as a fund-of-funds, an advisor network, or a multi-manager platform. This distinguishes it from most Canadian bank-owned wealth arms.
What is Palos's known posture on co-investments alongside external managers?
Palos has no recorded history of co-investing alongside private equity or venture capital GPs. The firm's mandate concentrates on liquid public markets. Allocators seeking a co-investment partner would find an unlikely match here.
Who are the primary clients of Palos Wealth Management?
The firm serves high-net-worth families, trusts, and private holding companies, predominantly in Quebec. It does not market to institutional pension plans or endowments. Its client base is concentrated geographically and by wealth profile.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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