Our Mandates

Our Mandates

We provide our clients with tailor made solutions with the unique aim of achieving their investment objectives. Each client has different needs and concerns, whether it is seeking capital growth, income generation or capital preservation.

Our mandates are tailored to achieve these objectives in a multi-assets environment:

  • Discretionary Portfolio Management
  • Advisory Services
  • Treasury Management

In some circumstances wealthy families, trustees and institutional clients seek assistance for the monitoring of the different investment portfolios, which are managed by other investment advisors.
This is an important responsibility, as it helps to control the risks on a consolidated basis, and to avoid overlaps, concentrations and tracking-error deviations. It also permits for analysis of the cost structure and for the implementation of optimisation measures. Our supervisory mandate is designed to fulfil those specific needs:

  • Global Asset Allocation, Risk and Cost Supervision