Portfolio Management Services
We understand that you want to take care of your wealth. From allocating assets to combining the best products on the market, we can offer you three kinds of wealth management service.
Depending on the time you have available and how closely involved you would like to be, we have an approach to suit your needs.
Through our dedicated investment platform and our open architecture philosophy, you can build your portfolio from a range of asset classes across all markets.
Discretionary Porfolio Management
If your time is precious, and you would like an expert to oversee the management of your financial assets, Discretionary Portfolio Management is designed for you. Your private banker and a dedicated portfolio manager will set out a wealth management strategy with you. Your portfolio manager will implement the strategy, monitor your investments on a daily basis in order to get the best of market changes according to your objectives and keep you regularly informed.
Managed Advisory
If you are an active and well-informed investor, you would like to be personally involved in the way your portfolio is managed and make your own decisions but still benefit from the personalised advice of an expert, our managed advisory service is designed for you. The Managed Advisory service allows you to have a privileged relationship with a dedicated expert who is always available to inform your investment decisions.
Continuous evaluation of market conditions requires time. As part of the Managed Advisory service our experts will dedicate their time to monitor the markets on your behalf, identifying opportunities for your portfolio.
Prime Market Access
If you are an active professional investor and would like to access financial markets on a daily basis while taking advantage of the tactical advice of a dedicated team of specialists, Prime Market Access is designed for you. We can provide you with a real investment platform in the dealing room and direct contact with a team of trading specialists allowing you to maximise your execution capacity.
