Tailormade Solutions
Our Discretionary Portfolio Management Service has been tailor-made for those clients who are not able to manage their investments themselves but, in the meantime, still require making sure that their capital is managed through expertise. Our internal research is fundamental to all our investment advice and decisions given to our clients. We closely follow and monitor local and international market developments. Our research is supported by the Reuters service, and we make use of reports and news provided to us by larger research units through our foreign collaborators.
We closely study our clients’ investment objectives, expectations on returns and attitude towards risk and then we determine the risk profile and management style to be adopted. Following this important process, an appropriate portfolio will be selected and managed in line with the established criteria. All buy-sell decisions will be made by your manager, and you will be kept updated on a regular basis.
