Discretionary Portfolio Management

Investors encounter countless challenges when it comes to managing their wealth. Despite the fact that you may have financial knowledge and experience, managing your finances can be a complex, time-consuming process. Our objective is to work with you to ensure your personal goals are met, while eliminating the pressure that comes with having to coordinate many service providers.

You will be served by a qualified portfolio manager, surrounded by a professional team of experts with extensive experience in the investment industry. Their mission is to pursue the best opportunities across global financial markets according to your needs and make sure that your assets are properly structured and invested.

The asset allocation tactic we follow ensures the most efficient level of exposure to the various financial instruments. Your dedicated advisers will take into account your investment horizon, income objectives, views on risk, liabilities and any other assets owned outside of your portfolio, to design the highest-yielding investment strategy.

Our team will structure the asset allocation, manage your portfolio and conduct strategic changes throughout the duration of your investment. Following closely the changes in financial markets, we will actively monitor and rebalance your portfolio in order to correspond both to our long-term views and to the short-term environment and opportunities presented.

Effective risk management has a pivotal role to play in our approach. We place great emphasis in carefully managing your portfolio’s risk, through the use of the most sophisticated tools and analytics to make sure that you get high rates of returns with the lowest possible risk.

The value of your investment and any income derived from it can fall as well as rise. Investors may not get back the full amount invested.