Global Discretionary Portfolio Management

Time is one of our most precious assets – the problem is that we do not have enough of it. Also when it comes to investment, time of the essence. If you would like to invest but prefer not to spend precious time doing so, then let a team of investment specialists manage and optimize your wealth according to your personal requirements and your investment profile. “You set up the framework – and we will do the groundwork as well as the ongoing portfolio management”.

Designed for

Investors who do not have the time, the opportunity or sufficient knowledge to manage investments on their own and who plan to invest EUR 675,000 or more. As each of our clients has a unique investment profile, the amount is only indicative. The final investment amount will be agreed after discussion with your personal investment adviser.

Advantages

• Professional monitoring and management of your investment – without any regular work on your part
• An active investment diversified across several asset classes and regions
• A personal investment based on your investment profile
• An investment portfolio that will adjust to the opportunities arising in the markets

In brief

Global Discretionary Portfolio Management is based on interaction between you, your personal adviser and our investment specialists. On the basis of an analysis of your investment profile and an open dialogue, an investment strategy will be designed to match your profile. Subsequently a professional investment team will consistently monitor and adjust your investments. We will always ensure balanced diversification of the investments across asset classes and regions so the risk of loss is reduced. You may invest in four different currencies: euro, US dollars, pound sterling and Swiss francs.

• Link to Global DPM brochure
• Link to Risk Brochure

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