Discretionary mandate

Discretionary management is the solution for clients wishing to entrust the management of their assets to our team of experts.

The investment manager establishes a privileged partnership with his client. Tailored investment management aims at meeting specific risk requirements.

We offer three risk profiles. This flexibility allows us to increase or reduce risk according to market conditions.

Each profile sets a risk threshold not to be exceeded, while seeking to reduce risk to a minimum should a major financial crisis occur.

We focus on optimal asset allocation as this contributes to 80% of performance. Our MAP investment process systematically allocates your assets on securities with the best risk-return ratio.

D Mandate AM

 

Pricing

Upon request, your investment manager will provide you with the rate structure corresponding to your activity and needs.