Portfolio Management
To achieve your goals, we listen to you and to the markets.
Wealth management is our business and we are aware of the huge responsibility that a portfolio management mandate carries with it.
Your designated account manager will have an in-depth discussion with you to gain an understanding of your personal situation, financial goals and attitude to risk, in order to be able to recommend the investment strategy that is right for you. Our team of experts can offer various types of discretionary mandate, as well as bespoke mandates able to rule out particular asset classes, if so desired, or restrict your investment activity to a particular sector or currency.
We can incorporate the most modern investment management techniques, including the use of sophisticated investments normally difficult to access by private clients, such as alternative investments and risk hedging tools.
If you prefer to manage your own portfolio, we can offer, in addition to assistance from your personal adviser, the expertise of our research specialists and a direct access to our investment strategy and selection of best-in-class funds.
You will receive regular high-quality reports with an analysis of your portfolio so you can evaluate the risks and opportunities.