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Management Styles |
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Discretionary Portfolio Management
 " Management with complete peace of mind …"
By choosing discretionary portfolio management, you entrust the entire management of your assets to a professional, experienced and competent team. All your assets are invested according to the Private Bank Investment Strategy that is decided at each Investment Committee. This management method offers you continuous portfolio monitoring, whatever the market conditions may be.
Active management:
The Private Bank’s investment policy is to aim for added value for your portfolio at all times through active and dynamic management. Thus, your private banker will not hesitate to deviate from theoretical benchmarks in order to seek out more interesting opportunities or to protect your capital.
A vast choice of management styles and investment profiles:
- management by profile (Profiled, Investment Funds)
- management aiming at absolute performance (Symphony, Alternative, Cash)
- management offering protected or even guaranteed capital (Serenity, Capital Guarantee)
N.B : The availability of these different management styles may vary depending on the Private Bank locations; your private banker will be able to advise you on the local offering.
Within each management style, we offer you a range of investment profiles to satisfy all your needs whilst optimising the risk/return on your portfolio. Asset allocation (exposure to money markets, bonds, equities and alternative investments) is established on the basis of your investment profile. This is determined according to your performance objectives, investment horizon and risk tolerance.
More information
- To find out more about local Discretionary Portfolio Management particularities, select the country/state of your choice in the Country info rubric in the main menu.
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