Discretionary Management
Our Discretionary Portfolio Management Service is designed for clients that do not have the necessary time, or the wish to manage an investment portfolio and who prefer leaving the day-to-day management of their portfolio in the hands of our Asset Managers.
This discretionary asset management service is built around four different balanced investment profiles, with average equity exposures ranging from 15% to 80% of invested assets.
Our service is especially designed for private clients, needing full flexibility with respect to addition or withdrawal of funds at any time, while seeking to obtain all the advantages from being long-term investors.
We base the discretionary service on our asset allocation capabilities, with the key premises being wealth preservation risk reduction, and a long-term investment horizon. Our mandates have a global investment horizon while focussing on opportunities in the Nordic/European financial markets.
We see this as an attractive approach for our clients to exploit our specific expertise in the Scandinavian and European financial markets, while maintaining a globally diversified investment strategy, which is necessary in today’s world.
