Pavilion Global Markets: Global Recognition in Two Niche Services, Transition Management and Global Portfolio Strategy

Pavilion Global Markets Ltd was founded in Canada more than 50 years ago as an institutional, agency-only broker-dealer.

For over half a century, Pavilion Global Markets (PGM) has provided expertise in execution and advice to institutional clients worldwide. It has continually evolved to meet the needs of its client base. Most recently, it has added a temporary asset management service to complement its core services.

“As a private, employee-owned firm, we are committed to serving our clients first,” says CEO Patrick Belland, “and we focus on providing expertise in a few select services.”

The company remains true to this mission, focusing on global securities execution, transition management and global portfolio strategy. “We serve over 200 institutional clients worldwide,” says Belland, “with a continued concentration in these core value-add offerings.”

PGM prides itself in providing a comprehensive offering. “We emphasise excellence in client service,” says Mario Choueiri, Head, Global Transition Management. “By working with our clients from the initial stage of global portfolio advice through to implementation, we provide a confidential experience helping clients to meet their goals.” Mario Choueiri has been with PGM for over 15 years, and has guided the firm’s expansion into the US.

PGM has been providing transition management services for over two decades, with the expansion into the US market now in its seventh year. PGM focuses on rigorous project management, coupled with unparalleled client communication. The success of the business has been driven by commitment and dedication to client goals. “We are free of the most notable conflicts that challenge providers of these services,” Choueiri says, “and we always provide full transparency on our pricing and trade execution.”

Aidan Garrib, Head, Global Macro Strategy and Research for PGM, adds: “The opportunity to provide a differentiated global portfolio strategy service motivated our team to provide custom-work above and beyond that of most institutions. Client investment needs have become broader and more complex, driving the need for deeper, and truly global, advice. Those needs vary widely and we work to provide relevant and meaningful research.”

“By combining our services and working together, we are able to meet the demands of our clients and help them to meet their investment objectives and implementation needs.”

Patrick Belland again: “Under the leadership of Mario Choueiri and Aidan Garrib, we will continue to focus on offering a unique client experience that remains fully transparent and conflict-free.” Belland has been with the company for 28 years and has led it through many changes and challenges.

“Respect and communication are the foundation of our culture,” he says. “As a leader, I strive to ensure that employees are included and engaged in our overall mission, making sure that recognition comes from teamwork and client satisfaction. ”

“By retaining and encouraging employee ownership, we strengthen that level of commitment and sense of worth throughout the company. Having employees bring ideas forward and lead new initiatives creates a broad sense of leadership.”

“Communication, respect and recognition provide the opportunity for everyone to be a leader.”

The business aims to grow as a global leader in a niche market by remaining client-centric, truly global, and focused on its areas of expertise.