What investment services are included in a discretionary mandate?

Our Discretionary Mandates include Tailored Discretionary Management, Monthly Performance Reports and Update Calls.

• Tailored Discretionary Management: Discretionary Mandates are individually tailored to meet the client's investment goals taking into account the client's constraints in terms of liquidity, time horizon and risk aversion.

• Monthly Performance Reports: The client receives monthly performance reports with his/her performance since inception and relative to the assigned benchmark. All transactions conducted within the mandates are visible in online banking.

• Update Calls: The client can schedule a call at any time with the responsible investment manager to get updates on the performance of their mandate.