News & Insights

  • Innovations in Wealth Management - Perspectives on Diversification

    By diversifying your investment portfolio across multiple asset classes, you can gain exposure to the returns of each asset class and may be able to lower the volatility of overall portfolio returns. Read More
  • Pembroke Becomes a Signatory to the United Nations Principles for Responsible Investment (UNPRI)

    Pembroke has become a signatory to the United Nations Principles for Responsible Investment (UNPRI). The PRI is a non-profit organization of members dedicated to achieving a sustainable global financial system underpinned by good governance, integrity and accountability. Read More
  • Innovations in Wealth Management - The Benefits of Combining Active and Passive Management

    Many sophisticated institutional investors have recognized the importance of both active and passive investment strategies in their investment solutions. The question is not “either or” but rather: how to combine the two approaches to maximize returns and minimize volatility and cost. Read More
  • Pembroke Family Advantage

    As we celebrate 50 years of serving the investment needs of our clients and their families, we are pleased to announce the Pembroke Family Advantage Program. The Program enables you to extend many of the Pembroke benefits that you enjoy to virtually all members of your family. Benefits include using the combined value of family holdings to determine management fees. CONTINUED
  • 50 Years: An Opportunity to Reaffirm Our Values.

    2018 is Pembroke’s 50th anniversary. Fifty years of investing in entrepreneurial growth companies and serving the investment needs of our clients. More than the simple passage of time, 2018 is an opportunity to reaffirm and celebrate our values, consistent investment philosophy and what we have achieved for our clients. READ MORE
  • Pembroke's Mission equals client value

    Pembroke's Mission/Vision statement and guiding Values are purpose-driven and focused on client outcomes. Our Mission: To help our clients secure their financial futures. Our Vision: To be a premier investment boutique for discerning investors. In the words of Managing Partner Ian Aitken: "We exist to serve the investment needs of our clients and have been focused on doing just that for 50 years." See the entire Pembroke Mission, Vision and Values statement.
  • Demonstrated alignment with our clients

    We are the largest investors in our own mutual and pooled funds and have always emphasized the importance of ownership and the proper alignment of interests. As of December 31, 2017, the value of Pembroke funds held by employees, partners, founders and our families was well over $100 million.
    The Importance of Alignment
  • About our Business

    Pembroke Private Wealth Management, established in 1988, is an independent, boutique wealth management firm and a subsidiary of Pembroke Management, established in 1968. To access information about Pembroke Management, click on the Institutional navigation at the top of this home page.
    For non-institutional investors, our products are only available to residents of Canada.