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:
  • TRUSTED EVALUATION
    The investment strategy starts with the definition of the Client’s Risk Profile.
  • OPEN ARCHITECTURE
    Access to an open architecture structure that offers best in class products and services.
  • INVESTMENT PHILOSOPHY
    Our main goal is to add value by analyzing the macroeconomic context in order to define the best strategic asset allocation in each moment.
  • global Investment Process
    The Financial Advisory team interacts with the main market players, combining this information with the input from an Investment Committee.