Updated

Discretionary asset management

When you entrust us to manage and grow your assets, you are entering into a genuine partnership with us.

We will work with you to prepare a personalized investment management strategy in line with your investment objectives, your overall asset structure and your risk tolerance.

You discuss your investment objectives and your return expectations with us. Based on this we will work with you to define a clear roadmap towards long-term portfolio diversification taking into account your tolerance for risk. This is to ensure that your discretionary investment portfolio is truly tailored to your needs and requirements.

We actively manage and re-balance your portfolio on an ongoing basis in response to developments and changes in the overall investment environment with capital preservation and safety as our top priorities. Transparency and comprehensive portfolio reporting is of utmost importance to us in order to keep you up-to-date on your investment portfolio as frequently as required by you.