Delegating the management of your portfolio
Time is precious to us all so why not leave your portfolio in the hands of skilled experts, under a Discretionary Mandate, allowing you to spend time in other ways.
With a Discretionary Mandate the bank, at its discretion, may transact (buy or sell) investments for the portfolio based on, limits, restrictions, and objectives previously established and set with you the client.
If You are looking for :
- specialists dedicated exclusively to managing and tracking discretionary investment portfolios,
- an innovative and varied choice of investment options that are not always available to private investors,
- the expertise of an international banking group.
This is the framework for our discretionary management service. It enables you to benefit from our expertise in asset management : our specialists manage the assets you have entrusted to them and respect the objectives you have set.
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