Once mutually agreed, we formalise our recommendations by way of discretionary or advisory mandates.
Services and Solutions
We propose different types of mandates: discretionary or advisory mandates.
Delegate day-to-day management to the expert
You want to invest but do not want to worry about the daily administration of your assets? The discretionary mandate provides you with a team of specialists who will do so, after having mutually agreed on your investment strategy, goals and risk levels. They will also provide you with regular updates and relevant reporting.
Designed for the experienced investor
If you are an active and experienced investor who monitors and tracks investment markets, but who would benefit from a tailored investment portfolio to help in your decision-making, then an Advisory Mandate is right for you.
We advise, you decide. The full decision power is in your hands at all time.
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