Discretionary Portfolio Management

You set the goal and our team of experts works to achieve it.

Implementing your strategy

You get a team of investment specialists who use a range of asset allocation solutions to adjust your portfolio dynamically so as to invest your assets in a return and risk-optimised way throughout all the market phases.

Keeping you on track

Portfolio management is an ongoing process. Your private banker will arrange to review the progress of your portfolio with you at a frequency of your choosing. Additionally, on a quarterly basis you get a complete overview of your portfolio composition, investment strategy and performance and can decide on whether to continue with your defined targets or change them.