Discretionary Portfolio Management

Focus on what matters to you. Your wealth is looked after.

Meet your financial goals while generating a positive impact for people and the planet.

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. In 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.

Contact us

To discuss your wealth management requirements, or to find out more about our services, please contact us

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