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You may be surprised to learn that when you entrust the management of your assets through a discretionary mandate, all your investment criteria are taken into account in order to offer you a portfolio that is tailored to your objectives. Discretionary management mandates are designed to offer you a solution that meets your needs.
Watch the video to see what Private Banking Adviser Yves Georges has to say about the subject.
Each client has their own needs and investment horizon, and they decide what risks they want to take based on their risk appetite. We look at all these factors to offer a portfolio that is perfectly tailored to their needs.
Discretionary mandates allow you to design the right solution for your profile and your objectives.