Discretionary portfolio management
Delegate management of your investment portfolio to our professionals
If you prefer not to invest directly yourself but to delegate your investment management, we manage your personal investments to meet your personal and financial objectives, as well as our own investment processes. Offering you:
- Personal investment advice.
- Portfolio management within your clearly agreed parameters.
- Specialists who listen to and understand you and your family’s financial priorities.
Portfolio specialists focused on your investment needs
Delegate the management of all or part of your investment portfolio to our team of specialists with state-of-the-art professional investment knowledge in all relevant fields, including:
- Wealth management.
- Portfolio management.
- Managed accounts.