By choosing to subscribe to our discretionary portfolio management services, you delegate your portfolio monitoring to financial market professionals. Our teams takes the decisions concerning the allocation of your portfolio, according to the situation of the different markets and the investment opportunities identified.
A personalised appraisal, established by your individual contact person using the expertise of the financial engineering team, allows you to decide on the type of discretionary management which best corresponds to your requirements and your family status.
Weekly macroeconomic analysis allows our managers to determine the proportion of equities and fixed income products making up your portfolio. Next, the most important geographic zones and sectors and finally the securities themselves (securities, funds) are selected.
Information received on a regular basis supplemented by regular contact allows you to keep track of the management strategy implemented within your portfolio.