Discretionary Mandates

You set the objectives, We manage the portfolio

Is managing your investments taking more time than you can give it? Would you prefer a professional team to make the day-to-day decisions?

With a discretionary mandate, our portfolio managers run your portfolio for you, within the objectives, risk limits and guidelines you agree with us. Mandates span across equities, fixed income and multi-asset portfolios.

  • Decisions follow tested rules, not instincts

  • Your needs, our execution and expertise over global markets

  • You speak with the people managing the portfolio

  • Few clients by design, with close attention to each

Why opt for a discretionary mandate?

  • Invest like a professional

    You gain access to professional investment management based on a robust investment process.

  • Save Time

    Free up time so you can focus on what matters to you

  • Peace of mind

    Enjoy peace of mind knowing that your wealth is in the hands of trusted experts