HNW Focus Target high-net-worth Canadian clients with tailored investment counseling and access to private banking, tax and estate planning services to expand Manulife Private Wealth’s wallet share among affluent families.

Strategic Partnerships Leverage and upsell collaboration opportunities with external asset managers and global funds to offer differentiated multi-asset and alternative strategies, appealing to sophisticated investors seeking world-class diversification.

Global Expertise Capitalize on Manulife’s global footprint and recent leadership appointments to position cross-border wealth solutions, cross-sell assets and retirement planning services to clients with international exposure.

Climate and Alternatives Promote Global Climate Action and other alternative asset capabilities to institutional and high-net-worth clients seeking resilient, ESG-aligned portfolios and innovative risk management.

Expansion Triggers Identify targets from peers with similar high-touch wealth platforms and highlight Manulife Private Wealth’s differentiated access to unaffiliated asset managers and private banking integration as a compelling value proposition to capture share from larger firms.