Discretionary portfolio management is our core business. By signing a management mandate, the client allows us to act as managers, or directly implement the portfolio allocation choices based on the risk profile he has opted for.
The management of the client’s assets is entrusted to FIA, which on a day-to-day basis monitors markets and portfolio positioning rebalancing, when needed, the risk according to new market’s environment, mood and projections. Customers may keep their assets in their own trusted bank, or rely on the 26 custodian banks in Europe, with which FIA has developed strong partnerships.
The discretionary portfolio management service may be delivered both for unit-linked insurance policies and for current accounts. We have been working for years with 22 leading European insurance companies for the management of Dedicated Internal Funds and for Collective Internal Funds.