Discretionary Mandates
Systematic Process
Decisions follow tested rules, not instincts
Global Market Access
Your needs, our execution and expertise, across global markets
Direct Access
You speak with the people managing the portfolio
Limited Capacity
Few clients by design, with close attention to each
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.