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SERVICE · FOR INVESTORS

Discretionary portfolio management

A strategy built for your money alone.

Your portfolio is designed around your goals, risk appetite and finances, and managed professionally.

For
Investors
Provider
MrPRX
OVERVIEW

About this service

Discretionary portfolio management is a professional, goal-driven way to manage assets around each investor's circumstances and goals. The asset mix is set to match the risk appetite and investment horizon, and buying, selling and rebalancing decisions are made with a specialist approach that follows market conditions.

Professional analysts, active asset management, diversification and continuous risk monitoring give the investor one coherent, dedicated process for managing their money, without managing the portfolio day to day. These services are provided by licensed institutions under the applicable rules.

FAQ

Questions about this service

If your money is managed around your own goals, which strategy fits you?
It depends on your financial goal, time horizon, need for liquidity and risk tolerance. Before signing, a risk questionnaire and a conversation with the portfolio manager pin these down, and the asset mix is proposed on that basis.
Why doesn't one investment strategy suit every investor?
Investors have different goals, horizons and tolerance for swings; a mix that suits a long-term investor may be too risky for someone who needs the money soon. Discretionary management sets the asset mix to each person's situation.
How can my money be managed professionally without following the market daily?
In discretionary management, a portfolio manager licensed by the Securities and Exchange Organization makes day-to-day buy and sell decisions within the contract and the agreed investment policy. You receive periodic reports on the portfolio and its performance.
How is it different from buying shares directly or investing in a fund?
Buying shares directly leaves every decision, and the time it takes, to you. A fund is a shared portfolio with one policy for all its investors. In discretionary management, the assets are held in your own name and the mix is set to your situation; it usually needs a higher minimum investment.
How can investment risk be matched to my financial goals?
By setting your risk level, diversifying across equities, fixed-income securities and other assets, and reviewing the mix periodically. Note that no strategy removes risk entirely, and past returns are no guarantee of future results.
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