Our Advisory Offering
We offer professional Portfolio Management and Portfolio Advisory solutions and optimize the running costs of your portfolio.
With a Portfolio Management Mandate, we directly manage your portfolio consistently with your risk profile and agreed investment guidelines.
We manage your portfolio under the authority of a "limited power of attorney" granting us the authorization to transact on your portfolio but not to transfer cash or securities.
With a Portfolio Advisory Mandate, we provide you with a suggested asset allocation and relevant market information on a regular basis without actually managing your portfolio. We advise you with our daily reports (PCMI) and by answering your requests for information.
We deliver professional asset management services.
We act as a true fiduciary to optimize the running costs of your portfolio at all times.
Check our Quick Facts Sheet for a rapid overview of our portfolio management offering and of our risk management approach.
Global Strategic Mandate (GS)
Active Management Solution
Global Tactical Mandate (GT)
Global Trend Following Solution
Trend Following Mandate (GTF)
Currency Overlay Program Mandate (COP+)