Our Advisory Offering

We offer professional Portfolio Management and Portfolio Advisory solutions and optimize the running costs of your portfolio.

Portfolio Management:

 

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.

Portfolio Advisory:

 

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.

Portfolio Management

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.

Strategic Solution

Strategic Solution

Global Strategic Mandate (GS)

Active Management Solution

Active Management Solution

Global Tactical Mandate (GT)

Global Trend Following Solution

Global Trend Following Solution

Trend Following Mandate (GTF)

FX Solution

FX Solution

Currency Overlay Program Mandate (COP+)

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.