Our Advisory Offering
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We offer professional Portfolio Management and Portfolio Advisory solutions and optimize the running costs of your portfolio.
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Portfolio Management:
With a Portfolio Management Mandate, we directly manage your portfolio consistently with your risk profile and agreed investment guidelines.
We manage your portfolio under the authority of a "limited power of attorney" granting us the authorization to transact on your portfolio but not to transfer cash or securities.
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Portfolio Advisory:
With a Portfolio Advisory Mandate, we provide you with a suggested asset allocation and relevant market information on a regular basis without actually managing your portfolio. We advise you with our daily reports (PCMI) and by answering your requests for information.
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Portfolio Management
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We deliver professional asset management services.
We act as a true fiduciary to optimize the running costs of your portfolio at all times.
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Check our Quick Facts Sheet for a rapid overview of our portfolio management offering and of our risk management approach.
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 Strategic SolutionGlobal Strategic Mandate (GS) |
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 Active Management SolutionGlobal Tactical Mandate (GT) |
 Global Trend Following SolutionTrend Following Mandate (GTF) |
 FX SolutionCurrency Overlay Program Mandate (COP+) |