With a discretionary mandate, after specifying your overall strategy and investment expectations, you delegate the day-to-day management of your assets to us. Each discretionary mandate is based on a strategic asset allocation built on three parameters: geography, currency and your preferred investment strategy (determined among other things by your personal risk appetite). This gives you a wide choice of basic allocations from which to start.
If you are the type of person who likes to stay on top of market developments yourself, we offer advisory mandates. These provide you access to the research and investment advice of our professionals, while leaving all investment decisions in your hands.