Discretionary Portfolio Management

Discretionary portfolio management covers the construction and management of a portfolio custom tailored according to your needs, including financial means, investment horizon and risk-return preferences. Pooling the resources of investors with alike needs and preferences into a single pool allows for producing superior returns than could be achieved individually. Foundations, family offices, private companies, retirement funds can all benefit from discretionary portfolio management, in accordance with their own mission and needs.

Our team of portfolio managers have an average experience depth of 20 years, which they rely on in forming the right portfolio for each investor. With long established backgrounds in research, meeting companies and economic actors is the main staple of our approach to investing and we employ fundamental analysis as our primary tool in delivering results.