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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...
Overview
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
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.
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.
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.
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