Why discretionary portfolio management

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Discretionary Portfolio Management By using our discretionary services you pass the burden of day-to-day investment and administrative responsibilities, but have the certainty of your assets being managed in line with your risk parameters and investment criteria. Our Investment Services. Your investments are a reflection of you: your drive, your aspirations, your legacy. Our approach While managing your investments is a top priority, it may require more time and attention than your busy schedule permits.

Rigorous rebalancing: Your portfolio will benefit from a disciplined process of rebalancing, intend to optimise long-term risk and returns. Risk management: Central to our investment philosophy is putting controls in place so that any activity undertaken in your portfolio is within your risk tolerance.

Cost efficiency: A consistent focus on negotiating the most competitive fees. Our Solutions. Multi-Asset Solutions. Read more. Single-Asset Solutions. Investments — Luc Lefer Portfolio management, discretionary management and delegated management are all terms which describe an expertise and a relationship which are part of long-term client service. First of all, what are we talking about? This contract requires the involvement of a portfolio manager whom the client delegates to manage assets within a precise framework, taking into account all of the following: the knowledge of the client's financial products the client's risk appetite the client's need and financial objective Portfolio management is therefore a financial service offered by the bank alongside advisory management.

Did you say "delegate"? Yes, exactly. Reduced transaction costs. Delegate the management of your portfolio. Disclaimer This information does not exempt consultation of the pre-contractual and contractual information legally required and available at the Bank.

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