Discretionary Management

Absolute return strategy

Discretionary Portfolio Management is based on an “absolute return” strategy with dynamic, multi-asset management, based on risk control, volatility and absolute return according to the risk rating assigned to each client.

The Management Model is a process where the rigour in the decision-making process stands out

Some of these are: strategic asset allocation, risk control, open architecture, product selection, investments in real and alternative economies).

We have state-of-the-art technology applied to both internal risk management and control processes and to reporting tools for clients.

Latest generation technology

  • Independent, Dedicated and Professional Management
  • Transparency, information for the client
  • Active Management
  • Estate Planning
  • Discipline and Control
  • Diversification
  • Multi-Jurisdictional and Multi-Custodian Management

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