#Investments — 24.08.2018

Meet The Experts: Opting For Discretionary Portfolio Management

Luc Lefer

Financial markets are complex. Managing this complexity implies time and knowledge. Discover why and how opting for discretionary portfolio management may help you.


Financial markets are complex. Managing this complexity implies time and knowledge. The opportunities and risks inherent in investment also require constant attention. Opting for discretionary management means delegating the analysis, selection and monitoring of the client's portfolio to a manager.

The purpose of delegating this task is to generate the best possible return in relation to a given risk profile. The delegation of this task is defined according to the client's needs and profile, personal situation, short, medium, long-term projects, risk appetite, market knowledge. These are the criteria used by our teams.

This enables them to determine a set allocation and select the most suitable products for the client. This information is formalized in a mandate. A mandate is a contract that is based on regular communication and exchanges between the manager and the client. Obviously this mandate can be periodically reviewed according to changes in the client's situations and needs.

Discretionary management expertise is the ability to understand the financial markets in order to build an investment scenario. Investment scenario will be used to define asset allocation and select suitable products in order to achieve a better return while at the same time controlling risks. To do this the manager is supported by teams of international professionals.

The manager oversees the allocation process according to this information and analysis, which are provided on a daily basis. Discretionary management is a means of accessing a vast array of asset classes and investment solutions around the world.

Discretionary management offers an appropriate and diversified range of services according to the degree of involvement desired by the client.

As a result there is a wide variety of mandates with different objectives and levels of risk. Discretionary management can be considered for example to meet the need for expertise on asset classes and specific markets.

It can also be complimentary to advisory management, which enables a client to decide on their investments while at the same time benefiting from expertise and skills of market professionals. Capitalizing on these complimentary approaches enables optimization and diversification of the client's portfolio.

Opting for discretionary management means delegating in order to save time.

It means adding access to expertise and it means benefiting from comprehensive support in the management of the client's portfolio. Thanks to constant monitoring and reactive management the client seizes the best opportunities offered by the financial markets while maintaining an increased understanding of their investments.

Discover the advantages of choosing discretionary portfolio management