Discretionary Portfolio Management

The benefits of professional investment decision-making

Discretionary portfolio management gives you the advantage of professional investment decisions and quick execution.

With such a solution, you have the opportunity to customize your investment strategy according to your financial goals and preferences, and thus build your path to prosperity.

Which are your benefits?

  • Individual: individually aligned with your risk profile, income expectations and willingness to play an active role in selecting investments
  • Profitable: you will find the right investment solution with us
  • Efficient: helps you to save time while making money
  • Flexible: we can also offer a staged (gradual) switch from an advisory service to a portfolio management service, taking into account market timings, client instructions and tax issues