Individual Portfolio Management
If you prefer to entrust the management of your investments to us, our discretionary portfolio management service offers you:
- Access to a wide range of financial instruments
- Investment decisions tailored to your risk tolerance and financial goals
- Continuous monitoring and decision-making to ensure your portfolio follows the plan for achieving your objectives
- Transparency and regular reporting, ensuring you are fully informed
- The opportunity at any time to discuss with your advisor the results of your investments, explore new opportunities, or address changes in your expectations for returns or concerns about the financial environment
Discretionary portfolio management is a personalized investment solution that allows us to structure a portfolio of financial instruments specifically for you, in line with your objectives, constraints, and willingness to take on risk in pursuit of higher returns.
Unlike other forms of investing, discretionary management does not require you to decide when, where, or how much to invest. Our investment advisors will build a portfolio of financial instruments suitable for you, based on your risk profile and return expectations. The selection of instruments is made according to your defined goals and constraints, while the investment risk remains with you as the client.
This service is a convenient, time-saving solution that allows you to focus on your business or personal interests, with the confidence that your assets are being professionally managed.
Key Advantages of Discretionary Portfolio Management:
- Use of a broad range of capital markets to structure your portfolio
- A highly personalized product – your preferences, goals, constraints, and even emotional considerations are central to our approach
- Flexibility to determine the size of your investment – you may withdraw or add funds at any time, offering more flexibility compared to bank deposits, pension funds, or insurance products
- Flexibility to determine the investment horizon – your funds are always at your disposal, subject only to reasonable prior notice
- The ability to withdraw all or part of the managed amount at any time, within the contractual notice period.
