Management of portfolios on a discretionary basis provides managers with the flexibility to react quickly to fast moving markets and changing economic circumstances.

We agree an objective with the client and a benchmark before we begin to invest, drawing on a number of factors including income requirement and tolerance for risk. 


For more information about our discretionary management service please contact a member of our team.
T: 00 41 22 301 68 17

Key principles

• Clarity of investment objectives for each client
  
• Asset allocation as a key driver of investment performance
• Innovative ways of accessing markets
• Management and mitigation of risk through skilled management

Discretionary investment management

This service is aimed at clients who wish to have part, or whole, of their financial assets managed in a structured and professional manner. This is especially relevant to clients who do not have the time or desire to manage this portion of their wealth personally.

Families generally wish to grow their capital, generate an income, preserve a capital amount or a combination of all three. Whatever the objectives, we along with our investment partners, can help you build a robust strategy that will enable you to meet these goals.

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Additional sources of information

FT Adviser - More

Investment Week Publication - More