Discretionary portfolio management
Focus on what matters to you. Your wealth is looked after.Entrust the management of your wealth entirely to us and you will gain time for the things in life that are most important to you. With Discretionary Portfolio Management, we are responsible for each step of the strategy implementation, from investment decisions to portfolio administration.
Our investment approach centres on each individual client’s needs, short and long-term goals and risk profile. With a deep understanding of your situation, we tailor the portfolio individually to you or your family.
Your benefits:
- Conveniently choose one of our in-house strategies or create your own bespoke strategy.
- Your wealth is managed in line with the market insights of our experienced experts, according to your personal strategy.
- We present an annual review to confirm the strategy or adapt it to changing requirements.
- We provide you with a regular analysis of your account and performance of your assets that is also available online at any time.
Our first investment is in understanding your individual situation and objectives
We take the time to get to know your situation, priorities and ambitions. And we use our long-standing experience and profound knowledge to define the investment strategy that is best suited to protect your wealth, deliver continuous prosperity and have positive impact on society and our planet.
What we can do for you
Our access to Schroders’ global investment expertise, combined with the knowledge of our local specialists, gives us a unique perspective on an ever-changing world.
We can support you:
- Generating capital growth from an existing pool of money
- Receiving a continuous and reliable income from your investments
- Protecting wealth that may have been built up over generations via discretionary mandates or by providing investment advice and other wealth services.
Contact us
To discuss your wealth management requirements, or to find out more about our services, please contact us