Discretionary Services

Our team of specialists provide customised investment solutions based on our managers recommendations and market insights.

Our independent structure allows us to provide objective advice and recommendations across segregated portfolios, funds, structured products and derivatives.

Now more than ever, managing wealth takes time, acute technical expertise and sophisticated tools.

Now more than ever, managing wealth takes time, acute technical expertise and sophisticated tools.

With Discretionary Portfolio Management, you can rely on a dedicated portfolio manager who is able to offer all these to the highest degree.

This allows you to take full advantage of our three core strengths in discretionary portfolio management:

Flexibility:

A management approach in tune with your ongoing projects.

Responsiveness:

A team that combines efficiency and expertise.

This allows you to take full advantage of our three core strengths in discretionary portfolio management:

Clarity: A detailed and transparent explanation of the choices we make. Our comprehensive offering will ensure you find the right solution, according to your needs and expectations, and the amount of assets you wish to entrust us with:

Once you have defined your wealth management objectives with your portfolio manager, they take care of the rest.


You have regular meetings with your dedicated portfolio manager, who explains their investment choices based on the current market context.


You access specific investments and instruments to meet your individual needs.


Any significant change in the allocation of your portfolio is presented to you beforehand.

We ensure we spend time with each client to create a long term investment strategy, which will reflect the client’s individual goals and risk profile.