DISCRETIONARY
MANAGEMENT
A Discretionary Portfolio Management Mandate solution will be suitable for Clients who wish to entrust the management of their portfolio to a specialized team.
Delegate
to the experts
This service is a tailor-made approach to the management of diversified investment portfolios for Clients.
What we offer:
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TRUSTED EVALUATIONThe investment strategy starts with the definition of the Client’s Risk Profile.
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OPEN ARCHITECTUREAccess to an open architecture structure that offers best in class products and services.
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INVESTMENT PHILOSOPHYOur main goal is to add value by analyzing the macroeconomic context in order to define the best strategic asset allocation in each moment.
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global Investment ProcessThe Financial Advisory team interacts with the main market players, combining this information with the input from an Investment Committee.