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Managed Discretionary Portfolios
Through managed discretionary portfolios, our clients are able to delegate authority to our investment managers to design and manage tailored investment strategies on their behalf. These investment strategies follow a systematic approach and are designed to closely match the risk tolerance levels of each individual investor.
Based on the risk profile and objectives of the client, the Investment Manager will allocate assets between equities, fixed income, currencies, commodities, and cash. Strategies can be designed with a directional bias (net long-net short) or a non directional bias. The benefits of leverage can be added through the inclusion of derivative products. The efficiency of this approach is enhanced by the mechanical nature and execution capability of our solution.
By adopting such a disciplined and systematic approach to wealth management our clients can be satisfied that they are receiving an unbiased approach to investment management that further enhances the probability of success. Through our managed discretionary portfolio solutions, we are able to satisfy the growing demand from our clients for consistent performance, tailored solutions, greater accountability and transparency.
The investment mandate for each managed discretionary portfolio is documented in a formal investment policy statement together with the clients risk profile. Clients will have 24 hour access to an online relationship management platform for detailed reports and portfolio holdings. |
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