Discretionary Management Service

Entrust the management of your assets to professionals who will keep you regularly informed. The financial world is full of opportunities but it is becoming more and more challenging to benefit from them. By choosing our discretionary investment management service you can hand over the day-to-day management of your asset allocation to professionals for a continuous monitoring.
We work with standardized portfolios mainly focusing on funds and ETFs. However our investments decisions are based on your objectives, your risk profile and your current situation. Our risk management team processes ongoing risk monitoring via stress tests and statistical analysis in each asset class.
We consider and monitor all asset classes, our aim being to meet your return expectations. We stay updated through ongoing contact with managers and market professionals.