Discretionary Portfolio Management
Our discretionary portfolio management service offers fully bespoke investment solutions designed to meet your unique investment objectives, time horizon and risk appetite.
We offer the following:
- Actively managed, fully discretionary investment solutions specifically designed to meet your individual objectives
- A structured process that fully leverages our global resources in investment research and market knowledge
- Mandates that are managed according to the highest ethical standards and offer attractive performance with solid risk management principles
- Portfolio construction with alpha generating in-house building blocks, ETFs, individual securities or carefully selected best-in-class third party products
- Reporting and review frequency tailored to your needs
- Transparent and cost efficient pricing.
General enquiries
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Zurich
Lausanne