- Discretionary Management investment by investment offers portfolio diversification through a selection of individual securities, in stocks, bonds and alternative investments. The portfolio is constructed in accordance with our investment policy and within the limits of the risk/return portfolio you have chosen. Investment funds can be included in the portfolio for the purposes of diversification.
- Portfolio Fund Management is aimed at investors who would like dynamic management of their assets based on a rigorous, objective selection of the best investment funds in the world.
One of the packages offered, the Portfolio Fund Management Asymmetric, has a dual objective: to benefit from price gains when financial markets are on the up and to seek the security of fixed income, real estate and/or cash investments when they are volatile or heading downwards.