Discretionary Portfolio Management

Our main speciality is Customised Asset Management, where customers can keep their assets in their own bank trust or rely on the open platform of depositary banks and insurance companies, which are among the biggest in Europe and with which we work in partnership.

In our Discretionary Mandate we offer different Investment Profiles designed to best fit clients’ different risk profiles and investment objectives.

We have elaborated our own method of investment: the DELTA Process. This method forms a part of an Investment Process aiming at optimizing the portfolio construction and its following active management.