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.
A wealth of services
We have developed a range of discretionary services to accommodate how you would like us to manage your investments. The services reflect your preferred degree of involvement, your investment profile, the availability of our advisers and to the amount of assets you want to entrust us with.
PREMIER
The most accessible package of our discretionary solutions
First we identify and analyse your needs, then we define your objectives and set out a strategy. You will receive regular updates with clear and detailed information about your portfolio. You can redefine your management objectives and/or amend your risk profile at any time.
PRIVILEGE
Privileged access to a dedicated portfolio manager
This allows you to monitor the performance of your portfolio more closely. You can have regular meetings with a dedicated manager who will explain investment choices made according to market activity.
TAILOR-MADE
Customise your service
For clients with specific needs and constraints, we adjust management solutions according to allocation and exposure etc. This service gives you access to specific investments and instruments; the frequency and style of meetings with your manager are also adaptable to your needs.
SHARED VISION
The very highest level of information and contact
You are kept informed of any significant change in the strategic allocation of your portfolio, and important decisions concerning the management of your portfolio are presented to you once our internal strategy and management committees have met and before they are implemented. You will benefit from a close relationship with your manager, and increased flexibility in the allocation of your portfolio.
Building your portfolio
After a thorough exchange of views together, we define together your objectives and a specific set of requirements including your wealth objectives, your risk profile, investment time frame and any specific constraints…
We then define the most appropriate management offer and build your portfolio.
Essential portfolio management
If you would like to entrust us with most of your financial wealth we will ensure a long term and diversified management of your assets that optimises the allocation according to your objectives and interests.
This formula offers the best balance between your interests and opportunities available in the markets. This management service is the core of any wealth allocation.
Focus portfolio management
If you would like to take advantage of timely themes or to meet a specific and very focused investment need, our managers can build and propose the most appropriate portfolios.
Flexible portfolio management
If you would like a more flexible and timely management service that takes full advantage of short-term opportunities in the markets, we can offer this as part of our Flexible management.
