You may be surprised to learn that when you choose a discretionary management solution for your assets, our experts are continually adjusting the structure of portfolios and securities selection.
Private Banking Adviser Loraine Calo explains the advantages of discretionary management.
Building a portfolio involves two complementary steps.
- The first is determining how assets should be allocated across the asset classes: equities, bonds, money market products and alternative investments. The asset allocation is then reviewed continuously.
- The second step is to choose high-quality securities, using a rigorous tried and tested selection process.
Active, conviction-based management
Discretionary mandates allow you to design the right solution for your profile and your investment objectives.